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


Selective Billing

This specialized tool is designed to perform real-time tracking and create sales invoices according to the company's chosen operational method. Selective invoicing opens all customers invoiced or not according to the selection criteria. For an existing invoice, you can modify a specific status of an existing invoice and follow its progress. Among the possible statuses there is the packaging or preparation of the invoice items for sending or picking, the shipment of the invoice to the customer, the reception by the customer of the invoice items. The color of the lines (see Legend at the top right) indicate the status of the invoice.

For an existing document
- The hyperlink of the invoice number allows you to open the invoice for modification. When the invoice is saved, the system returns to this tracking.

- The magnifying glass allows you to view the document.

- The customer code hyperlink allows you to open the customer's file in a new tab without a menu and navigation key. This file can only be updated and saved. By closing this tab, we return to the invoice tracking.

For a customer without an invoice
- The button allows you to create a new invoice for this customer. The creation of new invoices by selective invoicing is subject to the criteria specified in the special options in the administrative settings.

- The customer code hyperlink allows you to open the customer's file in a new tab without a menu and navigation key. This file can only be updated and saved. By closing this tab, we return to the invoice tracking.

 

The criteria for selective billing can be found in the Special Options section in - Configurations - Administrative Settings.

At the bottom of the page, the selective billing section allows the following options:

- Allow orders if enabled, places a button in the orders column. If an order exists for the customer, it will still be displayed and accessible.

- Allow invoicing if enabled, places a button in the invoice column. If an invoice exists for the customer, it will still be displayed and accessible.

Loading on new invoice: this option allows you to fill the items of a new invoice from a specified source:

- By default, the No Product option is selected.

- The Full Inventory option, loads the new invoice with all available items (see inventory sheet) from the inventory.

- The Negotiated Item option, loads the items specified in the customer's sheet.

- The Pro-Format option allows you to specify a document number (typically a quote) and loads the items contained in this document.

- Counter Billing: allows the system to choose the counter billing mode instead of regular billing.

A customer tracking system allows you to enter either the date, call or follow-up as well as a code. See customer tracking for details.