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


Profiles

All users registered in WEBMINO or ADMINO+ are part of some profile. The profile determines the options a user sees in his menu and some settings and preferences. You can create as many profiles as you want but generally the profiles are representative of the different groups of people who perform different tasks in the system. A typical company of 10-15 users will have 3-5 different profiles. Additional profiles are generally created for exceptions.
When accessing the profiles page, you can see the users who are members of each profile. You can choose an existing profile or create a new profile with the blue "NEW FILE" button.

To leave this page and return to the administrative options (or the home page for ADMINO+), click on the appropriate button.

 

Initial module launch: this allows you to choose the page that will be launched as soon as a user of this profile accesses a company. By default the main menu is launched for all users.

The Access and security section: allows you to specify the criteria for identifying users to the portal. The number of access attempts allowed if greater than 0 triggers a password failure counter. When the maximum number of attempts is reached, the action specified below is applied.



*Among the actions that must be used with care: locking the account and locking the IP address: are final for the user.
Note: these security options should not be enabled unless intrusions are detected or suspected.

A time grid allows you to refuse access outside of the days or times indicated. No entry means that the software is available at all times.

The (Operation Menu) section is used to determine the options to which users of this profile are entitled. By default, all options are available. Options that are not checked do not appear in the user menu of this profile. Example: if you do not want to use the payroll system, simply uncheck the payroll options to no longer see them in the menu.


Among the options of the operation menu a FAV function allows to choose up to 5 favorites that will be presented as shortcut buttons to the main menu.


The section (Profile Settings and Preferences) contains additional restrictions on the operations that users of this profile can perform.



The section (User Preferences) contains operational choices and additional restrictions that affect users of this profile.

No inventory quantity modification: This option is one of the most important restrictions in the system. Normally it is enabled for ALL once the software operation is launched. This prevents a user from falsifying the static inventory data by remaining in a record for an indefinite period while normal activities (that modify the quantities) are in progress. In version 5 this option must be consciously forced in the record even if it is not blocked and must be used with care!

Block invoicing and block orders: Prevents users from having access to the invoice or the order in the customer billing. Example: Block invoicing only, allows orders and quotes.

No invoice modification, no order modification: Blocks the loading of existing invoices or orders.

No account statement: Blocks the printing of the account statement on the customer record.

No cash register closure: Blocks users of this profile from closing the cash register. The cash drawer remains accessible without closing.

No invoice transfers: Blocks users of this profile from transferring/closing invoices. The closing screen remains accessible for consultation.

Hide Deletion of Records: Blocks the deletion of customer, supplier, inventory, employee records, etc.

AUTO-approx. Modes: automatically activates the approximate search in the designated search. The auto-approx. mode can slow down searches if the files contain more than 10,000 records.

Point of Sale MODE Billing: Activates the instant item option in billing, depending on the type of billing used the effect will be different. Example: In the point of sale this option activates a grocery store type behavior. ie: as soon as the product code is read or entered, the item is charged per unit at the normal price. The system is immediately ready for the next item.

Purchase orders POS MODE: Enables the instant item option in orders. Example: This option enables a grocery store-like behavior. ie: as soon as the product code is read or entered, the item is ordered per unit at the normal price. The system is immediately ready for the next item.

Sort inventory by description:Displays inventory information, sorted by description, in the search.

Sort vendor by name:Displays inventory information, sorted by name, in the search.

Sort customer by name: Displays inventory information, sorted by customer, in the search.

Sort employee by name: Displays inventory information, sorted by employee name, in the search.

Direct info-items in billing: This option only affects point of sale and counter billing. If enabled, it will display the product information as soon as the code is entered.

Window mode: This option controls the method for old windows (pop-ups) used by reports and histories. The default INTERNAL FRAME mode is a mode that does not require the windows to be activated in your browser. The frame disappears by clicking the X button or anywhere else outside the frame. POP-UP mode is the traditional mode of WEBMINO 4 while NEW WINDOW mode displays a new tab in most browsers.

Some PDF reader programs (including ADOBE PDF) have difficulty displaying a PDF in internal frames. We suggest you this one FOXIT PDF Reader (click to download), it is FREE and works very well.