AyMINE – Technical documentation
sys
- Translations
- System Management
- User Administration
- System User
- Documents and files
- System Groups and Teams for rights settings
- Record Relationships
- Client
- Dashboard
- Public link to the document
- Client settings
- Revisions and comments
- User administration
- Copying and moving files between objects
- Object location on the board
- Additional functions with files
- Client items
- Picture presentation
- Secure login to the sytem
- Configure gateways for external messages
- Connecting users to VOIP PBX
- Call directly from CRM
- Send SMS directly from CRM
- Formatted texts in the application
- Secure business communication
- System Configuration
- User Processes
- Processes in use
- Message with the outside world
- Email messages
- Relation types
- Securing posts and internal discussions
- Recent Files
- Crypto Wallet
- Electronic sign even on mobile device
tsk
- Required qualifications
- Package definition
- Phrases and terms
- Data Area
- Test
- Risk
- Task
- Business event
- Task, project & quality management
- Records and protocols
- Directives and Policies
- Events
- Risk Pattern
- Information
- Meeting
- Problems, tickets and their management
- 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
- Project definition
- Activity log
- List of event instances
- Task patterns saves work and improve quality
- Methodology and Quality Management systems
- My Tasks
- Task planning both in project and daily business
- Project Team
- Events and meetings
- Sample tasks and methodologies of the area
- Events and meetings
- List of event instances
- Client Settings
- Processed objects
- Mark patterns
- Manage your marks
- Region / project / methodology
- 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 attached object
- Level of Competence
- Manager approval with the task report
- Requirements waiting for you
- Notification events
- List of business areas
- Qualification of user or contact
- Activation buttons
- Why some data can't be deleted
- Starting events
- Qualification of user or contact
- My projects
- Objects processed in the task
- Project
- Reminders and Messages
- Notification events
- Objects of decision making
- Starting events
- Sample tasks and methodologies of the area
- Activation buttons
- Records managed by a project
- Timesheet
- Project role
- What makes up the methodology / SMJ
- Drag & Drop between records
- Location
- My areas
- Kanban Task Overview
- Personal Task
- Internal helpdesk
- Customer Care Centre
- Project baseline
- Return project plan by baseline
- Project Schedule
- Type of tests
- The person responsible for the task
- Deals / Contracts
- Customer Service Response Generation
- 8D report - tool for problem resolution
- 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
- Notice – example of use
- FMEA criteria for detection evaluation
- FMEA system functionality analysis
- Methodology how to conduct FMEA
- FMEA analysis of the failure occurence
- Analysis of the FMEA Severity
- FMEA Analysis
- Management of responsibilities - RACI Matrix
- RACI Matrix for Project
- Improvements and Preventive Measures
crm
- Directory or people and companies
- Address books
- Contact per person or company
- Order overview for customer groups
- Customer Order Overview
- Message patterns
- Quickly available contacts
- Contacts and directories module (
- Address book list and management
- Privacy policy
- Groups of contacts
- System Permissions and CRM Module Settings
- Contracts
- Send bulk messages in compliance with GDPR
- Bulk email footer
- Bulk Emails
- Partner in a contract
- Unsubscribe and set preferences
for bulk mail - How to correctly forget a person's details
am
- Product Categories
- Shared analytical model accelerate your project and development
- Products, assets and sales
- Products and Goods
- Tendering and purchasing
- Product Supplier
- Product status and change
- Project Goal
- Business Offer
- Recalculate bid
- Pricing
- Pricing – volume discounts
- Offers summaries
- Order Reports
- Quality criteria
- Creating and processing orders
- Product or Product Property
- Why are the Quality criteria usefull
- DFEMA - FMEA of the product design
- HARA for product
- Offer and Price Access Rights
- Product Units
- System order status query
frm
- List of records
The AyMINE Framework Module- AyMINE releases
- AyMINE – Initial advice
- AyMINE Modules
- Object locks
- Configure how your system looks and works
- Filtering in the list of records
- Icons in AyMINE
- Deleting
- Your main dashboard
- Object lists
- More about how the system works
- Object detail
- Private notes and tags for objects
- ClipLink
- Gestures and keyboard shortcuts
- Drag & Drop between records
- System rights
- AyMINE (C) 2020
- Gestures and Keyboard Shortcuts
- Password retention policy
- framework user rights
- AyMINE — Windows Application
- AyMINE — Tips for Mobile Usage
- Overview of Modules and Record Types
hr
- Human resources
- Worker
- Human Resources module security
- Personalistics – User Permissions and roles
- Manage department / division data
- Synchronizing staff and system users
- Responsible HR Manager
- HR module role
- Registration of job seekers
- An overview of your staff
- Digital Personnel Archive
- Job Position
- Worker overview
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
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