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


Initial Setup

Everyone is eager to start invoicing and using the system's features.
Did you know that you can save a ton of time by configuring the software's behavior BEFORE YOU BEGIN!

A plan or strategy that incorporates your company's policies will save you an incredible amount of time. Settings and behaviors can be specified and programmed quickly and easily in the administrative settings.

In addition to the fiscal year dates (see the accounting startup section), the following options should at least be considered for more efficient use of the software.
OPTION-1 What am I going to sell or charge for?
PRODUCTS, SERVICES or BOTH? Take 5 minutes to figure out an inventory management strategy.

Oh I don't need inventory, I invoice services or items without inventory!

Did you know that with a PRODUCT or SERVICE sheet even a generic version that is used for many different things is PAID in the long term!

Decide on the categories of products or services that you are going to sell and
GO CREATE OR MODIFY THE INVENTORY CATEGORIES.
Inventory categories inform the system of the accounting behavior of a group of products or services.


The correct configuration of your categories will allow you to distribute sales in the correct G/L accounts. Obviously you will have to have already created or modified the G/L chart to have all your income accounts.

In a category you can specify the following things:

    the type of inventory management (I subtract the quantity of inventory for sale or not (eg: for a service).
    the calculation or not of sales commissions on these items for sellers.
    the sales, purchase and inventory accounts for these sales.

Categories will allow you to push your sales analyses and other reports and statistics. Stats, comparisons over 2-5 years, etc...



To save even more time, CREATE PRODUCT OR SERVICE SHEETS!

If you create even just one product or service sheet per category, you will save a lot of time during invoicing. You will be able to invoice all of your products and services in just a few clicks without wasting time. In addition, you will have additional statistics and reports while saving time.



When you enter an item in the billing you will not have to choose a category and specify a description and even a price. You can obviously specify or change all these things in the billing. The system will also be able to tell you how much you have sold of an item or service. You will also be able to use the supplier order and purchasing system if you wish.

An inventory system and a host of tools are attached to the product and service sheets. It's up to you to take advantage of them!
OPTION-2 Customer classifications: the software has only one default customer classification (GENERAL). It is up to you to decide whether a classification of your customers is appropriate. You can classify your customers by region, by type of customer (retail-wholesalers-resellers).
The customer classification gives the accounting behavior of customer collections or payments during sales and receipts. Statistics and data will be available for the different categories of customers.
OPTION-3 Customer and Vendor Codes: If you do more than just cash sales, you will need to decide how to code your customer accounts.

    enter the code manually according to your choice when creating the account.
    ask the software to create the code automatically when creating the account.


Use the option of your choice in the COUNTER MANAGEMENT Activate or not the numbering option.
OPTION-4 Operational Behaviors:

Specify the type of behavior according to your needs.

If you use the OTHER 1-2-3 discounts you can specify the name and image associated with the discount.

Some options are simple to understand but some are more complex. Refer to the section OPERATIONAL BEHAVIOR
OPTION-5 Invoice numbers: enter the starting numbers for the different documents. These are the last numbers used, the system will take the next number for the next invoice, etc. Go to meter management as in option 3.
OPTION-6 Choice of billing type

Several types of billing are available to you.

    REGULAR BILLING: This billing is the standard model that will suit most users. It allows all possible options in billing.
    COUNTER BILLING: This billing has one work line and is suitable for fast checkouts such as in a grocery store. This billing has access to the quick sales grids.
    POINT OF SALE: This billing is suitable for cash register replacement and optionally touch screens. This billing has access to the quick sales grids.
    COMPACT POINT OF SALE: This billing is suitable for cash register replacement and optionally touch screens. It is smaller and a cash register ribbon on the left contains the items sold. This billing has access to the quick sale grids.
    MOBILE BILLING: This billing is suitable for phones and tablets. This billing has access to a quick sale customer history and other features for devices with limited dexterity.