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


Inventory

This section allows the creation and updating of inventory sheets.

Initially the search is presented for the selection of the product or the creation of a new sheet as needed.

For specifications (production module) CLICK HERE

The inventory sheet contains all the information to a product and its history.

The product code cannot be changed without the change tool.

The search alias contains a code equivalent to the product code when billing. Example: A UPC barcode on a product that would be used at the cash register.

The category must be defined and determines the accounting behavior of this product.

Weight, specific weight, and volume are used in invoicing to compile the total sold or shipped.

The ITEM WEIGHED ON SCALE option allows invoicing with the AUTOMATIC ITEM ADVANCE mode to switch to quantity mode before moving on to the next item.

The item type (normally REGULAR ITEM) identifies the type of item that this code represents.
A VIRTUAL ITEM is a product code that calls for a recipe when invoicing (is replaced by the defined items).
A SET is a product that is composed (cost) of components included during the sale.
A VIRTUAL ITEM or a SET must be defined (below) to be usable.
A COMMENT does nothing other than display a note when invoicing.
A RENTAL ITEM is part of the new WEBMINO rental system.

For complete instructions for rental items CLICK HERE

Format/Size: This box contains optionally the label of the order format used by the substitutes. Otherwise it contains information that can be displayed on sales invoices.

Color/Style: It contains information that can be displayed on sales invoices.

Volume and weight: Contain information that can be used at the time of sale to total the invoice.
Since version 5, even if the administrative mode is activated, the QUANTITY boxes can only be modified upon formal request. This avoids a possible disruption of inventory quantities in a multi-user environment where several people handle products through invoicing or purchases and orders.
You must click on Qty.in stock to access it.
(see profiles in the inventory quantity modification section)

Qty. in stock: Represents the accounting quantity (i.e. the inventory value of this product)

Qty. on open invoices (formerly sold on hold): The quantity appearing on the sales invoices in the cash register (i.e. not closed)

Qty. available: Qty. accounting - the quantity on open invoices.

Consigned Qty.: The quantity appearing on active consignments.

Physical Qty.: The actual quantity available to sellers. Consignments at customers are considered not available for immediate sale.

On Order Qty.: The quantity to come on supplier orders.

Reserved Qty.: The quantity to come on customer orders for this product.

(Missing) or Surplus Qty.: The quantity required to fill the Qty. reserved + the minimum for this product.
If the QUANTITY modification option is enabled (NOT RECOMMENDED), the modification must be made as soon as possible.
Normally, the inventory movement tool is used in the inventory check (ADMIN mode)

Qty. minimum: The minimum quantity and the maximum quantity are the quantities used to signal either a stock shortage or an order limit in supplier orders.

allows you to evaluate a minimum based on a complex forecast calculation based on sales over the last 3 years (if available) and the delivery time in days.

Lost Qty. to date: This optional quantity is adjusted by the production module but can be adjusted manually if required.

The QUANTITY SUMMARY table allows you to see at a glance the quantities RECEIVED (supplier orders), PURCHASED (purchase invoices), INVOICED (sales invoices), TRANSFERRED (intras), ADJUSTED (manual inventory movement)
A new option is available to hide or make an item unavailable without having to delete it, which distorts the sales report by product and sales statistics.
AVAILABLE AND VISIBLE is the default mode.
AVAILABLE BUT NOT VISIBLE allows the product to be sold at billing but the product does not appear in the search.
NOT_AVAILABLE AND NOT-VISIBLE makes the product invisible and it cannot be sold or ordered.
** Only the inventory search of product management is not affected by this choice.

Sale price from 1 to 9 are the prices used when invoicing according to the customer's price column. By default, Sale price 1.

Reference price for calculation: Price that will be used to generate automatic calculations with the inventory change tool. It can also be used to determine a gross profit for the item using the % Factor boxes.

The Qty. boxes: Are used to activate the sales mode based on the quantity purchased. Starting from the highest price, if the quantity purchased equals or exceeds the Qty. box this price will be used in the invoice.

A new method of displaying prices allows to minimize discount requests (customer haggling) by presenting a price - a discount directly in the invoice. EX: I want to sell a product at 9.99 but I present in the invoice 12.99 - 3.00 automatic discount to arrive at 9.99.
The DEFAULT SUPPLIER box has been removed in version 5. Instead, a default substitute can be specified (see below.)

Commissions: Normally, commissions are defined in the inventory categories. However, exceptions can be reported in the product sheet. Example: A product whose percentage would be different from other items in its category.


Last update: The date of the last revision of this product sheet.

Exclude from discount: Disables a customer's discount option for this product.

Tax rate: Reports the tax rate for this item. For the four possible tax levels in the software.

Active reporting: Enables the option to report on sale.

Report line 1 and 2: Report messages

Parent product: Contains the root code of the product that will be consulted on sale in the information window. Example: Allows you to see the availability of all products starting with C0.

Promotion: Allows you to activate a promotional price for this product from date to date. You must check to activate a promotion.

The PARENT mode is activated by default. This means that this item is linked by the PARENT PRODUCT code in the sales information windows. For example, a product ABC-M with a parent product ABC will show the availability of all products with the parent product ABC such as ABC-S, ABC-L, ABC-XL, etc...)

If the ASSOCIATED mode is activated, the item specified by the PARENT PRODUCT code will be automatically added to the invoice when the item is sold.

The substitute system allows you to assign an unlimited number of suppliers for the purchase of this product. Each substitute contains the appropriate supplier code as well as the order quantity and the price. Substitutes are listed in order of price. Substitutes are used in supplier orders.

It is possible to specify a default substitute that will be chosen during auto-ordering for a given supplier.
Note: a negative quantity disables the automatic selection of a substitute for a given supplier. To delete a substitute, click on the red.

It is possible to add an image/plan (JPG,GIF or PNG) or document (PDF or other) for the product.
This can be useful to have the plan or measurements on hand in the case of a complex item to manufacture.

On page 1, in the item type, if a set or a virtual item is chosen it will be possible to define its content.

The Add a component button opens the search.
The copy button allows you to add the components of another set.
You have the Product codes, the quantity, the description, the button is the non-print, checked in black, you will then see in the invoice that these items will not be printed. In white, these will be printed.
The and buttons allow you to move components in the structure of the set.


CATALOG TAB: Contains information used for online sales.

A catalog category (and optionally a subcategory) determines where the product is located in the online catalog.

The available product hook affects the availability of the product in selective invoicing and in the online sales module.

Disable at zero: Allows the online sales module to disable the availability of the product when availability = Zero.

If the online sales product is a downloadable product (such as a PDF file or other) then a download link (invisible to the buyer) must be specified.

If no detailed description is specified, the system will display the short description of the sheet on page 1.
It is also possible to specify links for the manufacturer's website, specifications, manual, etc. at the bottom.

STATISTICS TAB: At the top of the history page, a statistical grid of sales, purchases and orders for this product is displayed for the last 36 months. (more details are displayed by hovering over the column with the mouse)


At the bottom you will see the monthly distribution of sales for the 3 years.

Historical blocks are presented for each of the following sections:

  • Sales invoices
  • Sales orders
  • Consignments
  • Inventory movement
  • Intra-Stores
  • Purchase invoices
  • Purchase orders

The hyperlinks of the document number allow you to view it.