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Monic instructions - predefined template

Install

  1. Visit monday.com: Start by following the standard installation procedure as outlined on the monday.com website.

  2. Navigate to Apps:

    • Log into your account.

    • Go to the 'Apps' section.

  3. Activate MonIc:

    • From the list of available apps, select 'MonIc' to add it to your account.

  4. Select Your Workspace:

    • Choose the workspace where you wish to implement MonIc.

  5. Complete Setup:

    • Once selected, MonIc boards will be automatically set up within your chosen workspace, ready for use.

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Set up​

  1. Please avoid making changes to the columns initially set up by MonIc. Feel free to add as many new columns as you need

  2. Access or Create a Client: Begin by navigating to an existing client or create a new one within the platform.

  3. Item View or Settings: Once inside the client, go to the 'Item View' and select 'iCount,' or access the settings within the item view.

  4. Complete Authentication: If there are any issues with your authentication setup, you will be redirected to a page where you can complete or update your authentication details. This includes authenticating with monday.com and setting the iCount token

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Inventory

  1. Navigate to the Inventory/Items Board: Access this board within your system to manage your inventory.

  2. Create a Product: Enter the necessary product details to create a new product listing.

  3. Automatic Sync: Once created, the product will automatically be synchronized with iCount, ensuring that all your inventory data remains up-to-date across platforms.

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Documents​​

It is crucial to remember that our system includes three key boards: Clients, Projects, and Inventory. For processing items into documents or payments, a client must be associated with a project line that is marked as 'Ready.'

Step-by-Step Guide:

  1. Create a New Project Line:

    • Navigate to the Projects board and create a new line entry.

  2. Associate with a Client and Inventory Item:

    • Link this project line to an appropriate client and select an inventory item that will be involved in the transaction.

  3. Access the Client Item View:

    • Go to the Clients board, find the relevant client, and open the 'View Item' section.

  4. Process the Item:

    • Within the 'View Item' section, you will see the inventory item linked earlier. This is now ready to be processed into documents or further actions as required.

  5. Click 'Create New Offer': (Offer is the initial type , you can convert it to other types) 

    • Initiate the document generation process by clicking on 'Generate Document.'

  6. Validation and Appendices:

    • You will be redirected to a page where you can validate the items and add any necessary appendices to the document.

  7. Click 'Generate Offer':

    • Finalize the creation of the document by clicking 'Generate Offer.'

  8. View the New Document:

    • A new document will be created, which you can now manage, convert, and view directly from the platform.

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Payments​​

It is essential to understand that our system comprises three main boards: Clients, Projects, and Inventory. To process items into documents or payments, a project line associated with a client must be in a 'Ready' state.

Step-by-Step Guide:

  1. Create a New Project Line:

    • Navigate to the Projects board and create a new project line entry.

  2. Associate with a Client and Inventory Item:

    • Link this project line to a suitable client and select an inventory item that will be involved in the upcoming transaction.

  3. Access the Client Item View:

    • Go to the Clients board, locate the relevant client, and open the 'View Item' section.

  4. Process the Item:

    • In the 'View Item' section, you'll find the previously linked inventory item, which is now ready to be processed into documents or other required actions.

  5. Select Payment Page:

    • Ensure that at least one payment page has been created in your iCount account. Select to either create an immediate payment page and proceed with the payment or generate a payment URL.

  6. Create and Manage Payment URL:

    • Generate a payment URL that will be stored on the client's line. This URL can be delivered in any manner you choose, allowing for flexible payment options.

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