AyMINE – Technical documentation
Interfaces to other systems
Enterprise Architect Connector
CalDav, WebDav using Sabre
Business excelenece
Balance Scroecards
Task & Project Control
- Test
- Qualification of user or contact
- Project role
- What makes up the methodology / QMS
- dragdrop
- Location
- My areas
- Kanban Task Overview
- Personal Task
- Internal helpdesk
- Customer Care Centre
- Project baseline
- Return project plan by baseline
- Project Schedule
- Processing time sheets
- Records managed by a project
- Activation buttons
- Why some data can't be deleted
- Starting events
- Qualification of user or contact
- task_taskobjects
- Project
- Reminders and Messages
- eventobj_raisingevents
- decision_decobjects
- eventobj_startingevents
- eventobj_eventbuttons
- Type of tests
- Deal management
- FMEA - Detection
- FMEA - Features
- FMEA Methodology | AyMINE
- FMEA - Occurence analysis
- FMEA Severity analysis
- FMEA
- Management of responsibilities - RACI Matrix
- RACI Matrix for Project
- Improvements and Preventive Measures
- Notice – example of use
- tskproblem_terminology
- Customer Service Response Generation
- 8D report
- Task Scheduling
- Administration of the Task Management Module
- Adminitration of areas, projects, calendars
- Discussion
- GDPR and record of qualifications
- System rights for the task management module
- Project Planning
- Employee Tasks
- Incident and Quality Issue Management
- Collaborative Resolution of Multiple Problems
- List of business areas
- Required qualifications
- Plan template / strategy
- Decision
- Configuration Package
- Record template
- Change management process in a project
- Task list
- Requirements
- Team Member
- Right to Manage Qualifications
- Input requirements
- Obligation
- Competencies and Skills
- Problems, tickets and their management
- Meeting
- Package definition
- Phrases and terms
- Data Area
- Risk
- Task
- Business event
- Task, project & quality management
- Records and protocols
- Directives and Policies
- Events
- Risk Pattern
- Information
- Project definition
- Activity log
- eventinstances
- Personal calendar
- Objects of decision making
- Event activation buttons
- Objects affected by the problem
- Variant decision-making
- Recorded activities
- Self-Reminders
- Assigning a new task
- Objects related to the task pattern
- Effect of the task on the right to modify the atta
- Level of Competence
- Manager approval with the task report
- Region / project / methodology
- Manage your marks
- tskdefusertask
- Quality Management System (QMS)
- My Tasks
- tsktask_batasks
- Project Team
- Events and meetings
- Events and meetings
- List of event instances
- moduleclientoptions
- Processed objects
- Mark patterns
- Notification events
Interprocess management
Human Resources
- hrstcontract
- roles
- Human resources
- Digital Personnel Archive
- Personalistics – User Permissions and roles
- Registration of job seekers
- Manage department / division data
- Job Position
- Worker
- Worker overview
- An overview of your staff
- Responsible HR Manager
- Synchronizing staff and system users
- modulesafety
Asset Management
- Products, assets and sales
- Tendering and purchasing
- Analytical model
- Product Supplier
- Product Categories
- Product or Product Property
- Project Goal
- Business Offer
- Offers summaries
- Recalculate bid
- Offer and Price Access Rights
- Creating and processing orders
- System order status query
- Order Reports
- Pricing
- Pricing – volume discounts
- Products and Goods
- Product status and change
- Product Units
- Quality criteria
- Why are the Quality criteria usefull
- DFMEA - Product FMEA
- Hara | Hazarad & Risk Analysis
Customer Relationship - CRM
- Contacts and directories module (
- System Permissions and CRM Module Settings
- Customer Order Overview
- Address books
- Address book list and management
- Privacy policy
- Send bulk messages in compliance with GDPR
- Bulk email footer
- Unsubscribe and set preferences
for bulk mail - How to correctly forget a person's details
- Bulk Emails
- Contracts
- Partner in a contract
- Message patterns
- Groups of contacts
- Order overview for customer groups
- Directory or people and companies
- Contact per person or company
- Quickly available contacts
Finance management
System modules
System management
- moduleclientoptions
- digiSign
- formattedtexts
- System Configuration
- Processes in use
- Client
- Configure gateways for external messages
- Message with the outside world
- Email messages
- Secure business communication
- Send SMS directly from CRM
- Call directly from CRM
- Documents and files
- Additional functions with files
- Copying and moving files between objects
- Picture presentation
- Public link to the document
- Recent Files
- Dashboard
- Object location on the board
- Client items
- Revisions and comments
- Securing posts and internal discussions
- Translations
- Record Relationships
- Relation types
- sysrole
- User Processes
- System module
- System User
- User administration
- User Administration
- Secure login to the sytem
- Connecting users to VOIP PBX
- Crypto Wallet
Framework
- frmobjectextension
- introhelp
- introhelp_mobile
- introhelp_aplikace
- versioninfo
- releases
- AyMINE modules and basic types
- cliplink
- introhelp_settings
- introhelp_deleting
- introhelp_dragdrop
- list_filtering
- AyMINE intro
- AyMINE access security
- AyMINE Modules
- Object locks
- System rights
- introhelp_keyshortcuts
- introhelp_shortcuts
- introhelp_icons
- list
- introhelp_generalinfo
- introhelp_objectdetail
- introhelp_objectlist
- introhelp_privateobjectnotes
- AyMINE User Rights Control
- introhelp_dashboard
Business Offer
Business Offer allows you to create quotes based on products on the record as well as by directly entering items
- Process from order to invoice
- Vendor
- Advance invoice
- Safety when bidding - keep an eye on the safe selling offer
- You may be interested in bids
Process from order to invoice
Under the system, you process the entire order through delivery to invoicing:
Business Offer defines a set of goods and services offered at a common price. The price is calculated from individual items, but can also be determined directly by the price not taking into account prices for the goods.
Prices for the items in the quotation are calculated either directly according to the prices stated for the products or from the price lists. Price lists must be assigned to the order.
Price lists can be assigned multiple, then they are in order of priority. Should any item be in more price lists, the price from the highest priority price list will be used. Offer price recalculation function allows quick quotation calculation even with automatic currency conversion.
It is possible to create advance invoices for the whole amount or a proportional part of the offer.
Vendor
The system allows you to create offers under the heading of different suppliers – you can use different suppliers for different markets or different operated e-shops. (Careful though, accounting is kept for one subject.)More about module setup.
Advance invoice
It is possible to generate an advance invoice directly from the offer (in PDF). Conversely the invoice can be generated from the order. It is also possible to automatically generate an advance invoice and send it via the attached email account directly to the customer.
Safety when bidding - keep an eye on the safe selling offer
Check discount amount
If you have more than one trader, e.g. a business traveller, you need to protect yourself that the trader will not make an offer that would be disadvantageous to your business. It is important for every trader to be able to offer discounts, but at the same time you need the discounts not to be too high.
AyMINE allows you to keep track of how high discounts traders can give. For each trader separately you can set:
- Maximum discount amount in absolute amount
- Maximum percentage discount on the whole offer as well as on the individual menu item
- Maximum amount of the total offer.
The trader has the possibility to create and calculate an offer calculation with higher discounts, but will not be able to send such an offer. It may refer it to the store manager, who may modify, reject, or send it.
Tip: Check the trader on a trial basis. If a new dealer, you can set that the maximum bid amount is 0. Then it can prepare offers, but they all go to the manager for approval before being sent.
Check that it can never send an offer without your consent
When traders send offers under their name and their email account, you effectively don't have control in the company who they promise what to. Therefore, you should always have the quotes set to go out of the official email account for offers. This will give you the assurance that you have control over the offers:
- You can control what the trader commits the company to
- You can set up a secure system for approving offers
- You can easily continue to work with an offer even if the trader is not available.
How to check offers
- Set up an email account in AyMINE for sending offers and clearly and publicly state that only offers from that email are valid, typically nabidka@vasefirma.cz. Traders can send an offer via this email via AyMINE, which will check the offer and save it so it will always be traceable.
- Set up a rule that the offer must have an electronic stamp put into the offer by AyMINE, but dealers themselves cannot. You can then be sure that they will not send an offer that was not created by an approved procedure.
You may be interested in bids
Related topics:
