WEBMINO Manual

System What's New ADMINO+/WEBMINO Portal ADMINO+ account menu Company menu Search
Tips and Work Techniques
Accounting Startup Initial Configuration Online Customer Services Rental System Billing and closing Add inventory Record stock losses Follow up with your customers/representatives Prepare and ship
SERVICE+ options
Mini assembly production Manufacturing production Production Batches Import-Export Chains
Administrative Options
Account Subscription Appearance Profiles Users Companies Import-Export
System Settings
General Information Main Menu Appearance Profiles Users Printers Import-Export Special Tools Subscription
Configurations

Administrative Settings
General Section
Company Settings Financial Settings Operational Behavior Counter Management Special Sale Options Point of Sale Financial Statements Warehouses Salespeople Projects Documents
Terminal Printing Emails and Text Messages Bulletin Board Exchange Rates
Categories Section
Inventory Cat. Customer Cat. Supplier Cat. Employee Cat. Routes Sorting Groups Sales Tracking Service Types Service Tracking Documents Service Forms
Salary Section
Templates Constants Federal tax Provincial tax Federal surtax Provincial Surtax Direct Deposit XML Statements
Special Tools
File Maintenance Specific Changes Payroll Tools Custom Forms
Special Modules
Specific Items in Batch Production Settings Syncro Inventory Syncro Customers
Transport Management
Route Management Truck Management Truck Schedule Planning Delivery Console
Customer Service Settings
General Settings Appearance Payments Shipping Home Page Promotions Page Service Page Terms Page Emails Activation
General Ledger Menu
Entries Charter of Accounts Reconciliation Transit Deposits Sales Taxes Payroll Remittances G/L Analysis and Verification G/L archives Budget Liquidity Analysis Daily Activities Quick Project Analysis
Periodic Closures
Fiscal Year Calendar Year Inventory Variation
Financial Statements
Trial Balance General Journal General Ledger Cash Receipts Cash Disbursements Income Statement Balance Sheet Project Analysis Results Analysis
Income Menu
Billing Customer Accounts Cash Receipts Point of Sale Compact Point of Sale Closing Sales Cash Drawer Countertop Invoicing Customer Receipts Account Statements AR Analysis Invoice Printing Accounts Receivable Adjustments Invoice Tracking Open Invoice Tracking Selective Billing Order Tracking Quote Tracking Shipping Console Export Chains Consignments Consignment Tracking Billing Contracts Contract Billing Contract Tracking Pmt Request Tracking. Rental Console Quick Sales Search Mobile Invoicing Mobile Customers
Reports
Accounts Receivable Sales Orders Mail Merge Quotations Statistics Comparative Statistics Compound Statistics Global Sales Global Mail Merge
Expenses Menu
Purchases and Expenses Suppliers Payments Closing Purchases Employees Checks A.P. Analysis Payable Adjustments C.A.R.-C.A.P. Exchange Chain Tracking Import Chains Time Clock Control Attendance Time Clock Supervision
Payroll Processing
Payroll Preprocessing Payroll Processing Direct Deposit Payroll Cancellation Time Clock Transfer
Reports
Accounts Payable Purchases Payroll Records of Employment T4-R1 Forms Commissions Checks
Inventory Menu
Inventory Orders Inventory Verification Products to Order Inventory Changes Inventory Taking Inventory Processing Promotional Changes Product Creator Order Tracking Required Products Intra Branches Intra Reception Assembly Sold Products Analysis Inventory Movement Analysis Lot Analysis IN-OUT Inventory Quick Inventory Search
Reports
Inventory Purchase Orders Inventory Replacement Missing Quantities Assembly Composition
C.R.M./Service
Time Clock Events Today's Events Events to Watch Calendar Event Tracking Service Requests Work Orders Service Schedule Work Order Tracking Daily Route Sheet Customer Visit Tracking Customer Routes Document Bank Forms Management Complete the Forms Table of Forms
Reports
Service
Clinic/Appointments
Dashboard Appointments Monthly Schedule Weekly Schedule Daily Schedule Treatment Follow-up 6 Month Calendar Operation Setup Treatments Rooms
Production
Production Monitoring Production Items Specifications Put into Production Method Management Production Calendar Production Day Production Console Production Cost Variation Required Components Tracking Component Cost Variation Component Usage
Reports
Production Recipes


SERVICE+ Options

There are several ways to operate the service system. If you have a workshop, garage or other business that handles service requests, work orders or service calls, this section may be of interest to you.

There are three ways to operate the service system:

1) By service request only. Service requests are evaluated and processed. Afterwards they are either destroyed or placed in the call history.

2) By taking a call as a service request (see service requests). Service requests are then evaluated and become work orders or are destroyed. Work orders are placed in the schedule and are executed by technicians leading to a final invoice.

3) Directly by work order. The work order is created and placed in the schedule and are executed by technicians leading to a final invoice.

A work order can be scheduled or not according to your needs. Those that are placed will appear in the service schedule for the assigned technician.
The schedule is optional and all work orders appear in the work order tracking.
To structure your service system, we start by determining the types of services offered

In the management of service types you can modify this type, the color associated with the type and add additional service types according to your needs.

The hourly rate attached to any item that has a search alias "service" and will be put as the unit price for the calculation of the total. This value is implemented only in the work order module.

The document is a SERVICE+ option that allows you to assign a type of printed document specially designed for a type of service. EX: A specific form for the inspection of a vehicle, etc... These types are configured in the management of printed documents.

The form is also a SERVICE+ option and allows you to assign a question form designed for a type of service. EX: A special form to check or choose for the inspection of a vehicle, etc... These forms are configured in the management of service forms in the administrative settings.

The work order is the central document for the service. It can be imported, closed, destroyed or invoiced.
*NOTE* a product that has the SERVICE code in its SEARCH ALIAS will automatically receive the unit price represented by the labor rate attached to the service type.
The printing of the work order is done according to the choice of the printing document according to the service type.
In this case TRUCK INSPECTION at 95.00 hourly rate.

The attached optional form is also a SERVICE+ option and allows you to assign a question form designed for a service type. EX: A special form to check or choose for a vehicle inspection, etc...
These forms are configured in the Service Form Management in the administrative settings.


If a form is matched to a service type and that service type is the work order then you will see the form to fill out.
The work order will keep the information from the questionnaire.

This is useful for:
- A process control or inspection mandated by an organization or manufacturer.
- An internal quality and assurance control for the customer.
- Any other control or process requiring verification that must be kept.
(in our example here the periodic inspection of a vehicle.)


If necessary, you can display in a window the essential information of the work order in order to copy and transpose on a label to either classify parts or any other need.