Skip to main content

Pathways to pages: How to open the most frequently used OMPs.

The homepage features a menu bar positioned at the top. This menu bar provides access to various Object Management Pages (OMPs). To navigate to an OMP, click on the relevant top-level menu item. This action will reveal a dropdown menu, where most OMPs are listed as second-level menu items.

Below is a table with three columns for easy navigation:

  • Column 1: Displays the label of the top-level menu item visible on the menu.
  • Column 2: Shows the label of the second-level menu item that opens an OMP. Please note that this column does not list every item in the dropdown, but only those that lead to OMPs.
  • Column 3: Lists common reasons for opening the corresponding OMP. Please note that the basic operations such as creating and deleting objects for the OMP will not be listed for any row as these are the most fundamental and obvious uses of an OMP.

This table serves as a quick reference guide to the most frequently used OMPs and their access points from the menu.

Top-level menu items Second-level Most common reasons for opening the OMP
Currencies and banking Currencies

    Updating the exchange rate for a currency.

    		Banking details

      Enabling or disabling a set of banking details so as to include or exclude them from a document.

      document (i.e. quotation, invoice).
      Employees Employees

        Updating the password for a user/employee.

        employee who may have forgotten their login credentials.
        Form settings Forms
          Creating a form



          		Form inputs

            Enabling

            Creatingor formdisabling inputs.an input from a form.

            		Form input elements
              Creating form input elements.


              Inventory Inventory items

                Updating the sales price for any inventory items (i.e consumables, medication.)

                item.

                		Inv. item categories
                  Creating an inventory item category.


                  Services Services

                    Updating the sales prices of services.

                    		Serv. categories
                      Creating a service category.


                      Partners Corporates

                        To view the statement for a particular corporate.

                        		Referrers



                        		Suppliers
                        Accounts GL accounts list


                        Medical aid Claims

                          To submit a batch of claims online.

                          		Claim invoices

                          		Society claim amounts

                          		Society shortfalls

                          		Society claim limits

                          		Medical disciplines

                           

                          Back to top