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


Work Orders

The work order is identical to a customer order, except that it contains information relating to the work to be performed.
In addition, it can be placed in a service schedule grid for a chosen technician. Among the information to be specified are:

- The address of the work (similar to the DELIVER TO: information of the customer order)
- The nature of the work and the details
- The date on which the work should be performed
- The parts or products that are billable to the customer

A work order can be modified, destroyed or printed.

For a new work order it is possible to enter a payment that will be considered as a deposit. When saving the new work order, a deposit receipt will be issued for the deposit.

If no date is entered in the work section, the work order WILL NOT BE ENTERED IN THE SERVICE SCHEDULE, optionally a time and duration can be specified for the work. Please note that the software does not take into account the time. However, the duration is supported and a duration of more than one day will be recorded in the service schedule.

 

A service history can be available to the customer (if a history exists).
The historical work order can be imported with the items or without the items.

If a product code for labor is entered in the OPERATIONAL BEHAVIOR in the ADMINISTRATIVE SETTINGS,

the button will appear.

By clicking this button, a private time counter for this work order will be activated. It remains in function even if another work order is loaded or another software function is used.

When the ADD TIME button is clicked, the current time is added with the associated product code by adding the technician or user and the date to the items.


The SERVICE+ options now allow you to specify a different print document depending on the type of service.
(for existing customers a request must be made to the office to activate SERVICE+ in your company)
EX: A custom document for a specific type of repair or maintenance facilitating the technician's work (check list)

To use this option, you must create the document(s) following the nomenclature "Work Order 2", "Work Order 3", etc... depending on the number of DIFFERENT documents required.
Then simply specify them in the service types (SETTINGS ADMINISTRATIVE)


The form is also a new feature of the SERVICE+ option and allows you to assign a question form designed for a type of service. EX: A special form to check or choose for the inspection of a vehicle, etc...
These forms are configured in the management of service forms in the administrative settings.
If you do nothing the default document will always be "Work Order".

If a form is paired with a type of service and this type of service is that of the work order then you will see the form to fill out.
The work order will keep the information from the questionnaire.

This is useful for:
- A process control or inspection mandated by an organization or a manufacturer.
- An internal quality and assurance control for the customer.
- Any other control or process requiring a verification that must be kept.
(in our example here the periodic inspection of a vehicle.)


Option requested: You can also now display in a window the essential information of the work order in order to copy and transpose on a label to either classify parts or any other need.