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


Users

When you access the users page, you can see the profile of each user. A green OK check mark means that the profile is valid and active.

You can choose an existing user or create a new user 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.

By clicking on a user name (or adding a user) you see the users window appear.
Normally the first 3 fields are the only ones to configure: the user name, the password (which is left blank or known like 123 for a new user) and the profile for this user. It is not recommended to not put a password for a user (security reasons)

The fields whose titles are in red are normally controlled by the profile but it is possible to override this directive for exceptions. The security identification code must not be used without having the appropriate equipment. Otherwise the user will never be able to connect. (example: RFID card reader)



Username: the name that the user must use at the portal.

Password: user password, maximum 8 characters and case sensitive.

User profile: this user's profile.

Initial module launch: This option is identical to the profile one but signals an exception. 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.

No password change: Prevents the user from changing or assigning a different password. (useful for DEMO or GUEST users in a system)

Last access: date and time of this user's last access

Password expiration: forced expiration date for this user's password.

Options linked to the seller code: This option allows a direct link between the user and the company's seller file. A user linked to a seller will see appointments, messages etc. assigned to this seller and will allow the point of sale and billing to assign the seller automatically.

The email and cell phone number are only used if the two-factor authentication system is enabled on the server. These options are enabled by a WEBMINO technician.


Work in Progress (WEBMINO only) At the bottom of this page you will also see the list of work in progress or work capsules that contain the specific information of a function. Ex: If you start an invoice, the invoice information is saved in a work capsule. This is what allows you to automatically retrieve the content of the invoice on another workstation or in another session for this user. In some cases, you may want to delete the work capsule (error or other reason) which forces WEBMINO to start a new complete job.