Introduction

Welcome to the Webrino User's Guide Documentation Library. Webrino is a productivity software suite that provides a process-driven and collaborative method to an organization to record and analyse operational data to increase overall productivity. Go to Features Overview to understand all of Webrino's capabilities. A business can use Webrino in multiple configuration. Find a solution that fits your business needs.

Throughout this documentation, you will find important message boxes as shown below. We recommend you pay careful attention to them:

Messages in this type of box are tips & tricks that you can use in Webrino to get your job done faster.

Messages in this type of box are used to warn users of potential side-effects.

Getting Started

If you're using Webrino for the very first time, you need to configure the software via the Setup Wizard.

If you are learning the ropes and have been using Webrino over the past few weeks then it is recommended getting familiar with the Identifications and Conventions of the software or understand the User Interface.

Navigating through the Documentation

At the bottom of each documentation page, you may continue ahead in sequential order by clicking on the next topic at the bottom-right (on this page, the sequential next step is 'Identifications and Conventions'). To go back to the previous sequential page, click on the topic at the bottom-left (on this page, the sequential previous step is 'Webrino Documentation Library')

This User's Guide is split into sub-topics as summarized below. Click on any heading to get more details.

Business Objects

A definition of all the business objects maintained and accessible in Webrino. All the business data that's stored in Webrino is on the basis of these business objects.

Configuration, Security and Administration

This sub-topic describes how to configure Webrino to suit your business. Configuration is in the form of variables that are set once in the beginning and rarely change in the future. Webrino's security module comprises of Roles and Permissions to provide Role based Access Control to the users. Permissions to add, edit, delete or administer certain types of business objects can be set individually per Role. Users are associated with one or more Roles, depending on the type of access you would like them to get.

Customer and Vendor Management

Every business object in Webrino, such as an invoice or a sales funnel is always associated with the underlying basic object: A Company or a Contact. A Company or Contact are sub-classified either as Customers or Vendors. You can also import your customers and vendors from a CSV file (generated using Excel) to immediately start using Webrino.

Inventory Management

Manage Inventory on a per Branch or a per Container per Branch basis. Define Stock Keeping Units (or SKUs) and move them into or out of your Inventory via Sales (invoicing) or Purchases (bills).

Enquiries, Quotations, Orders and Invoices

Run your business electronically! ...well, almost. The enquiries, quotations, orders and invoicing modules of Webrino allow you to electronically generate these documents with your letterhead and email your Customers or Vendors directly from within Webrino. This information is shared amongst your employees who are directly involved with the day-to-day running of your business.

Tax, Accounts and Payments

Generate government stipulated statutory documents required for quarterly, half-yearly or yearly filing. Webrino ships with the India Value Added Tax (VAT) module which is capable of generating XML documents required by the sales tax and service tax authorities. Process & store payments into Customer or Vendor accounts automatically for accounting purposes.

Marketing and Sales Management

Manage your sales teams more effectively. The sales management system of Webrino uses the Sales Funnel and Callsheet system, visually showing the status of your leads. Ensure no information is missed on follow up or appointments with potential Customers. Manage electronic marketing campaigns with your Customer and Vendor database of Webrino.

E-Commerce

Integrate your E-Commerce website with Webrino if your website has been developed using Drupal. Download WebrKart and install it on your website. Configure WebrKart and Webrino to communicate with one-another, and all your web based enquiries and sales will start reflecting in Webrino.

Extranet Integration

This section provides detailed instructions on setting up Webrino to communicate with one or more of your external E-Commerce websites that use WebrKart, to read in data and convert them into business objects from external websites using WebrKart.