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 labels | 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 (i.e. quotation, invoice). |
|
| Employees | Employees |
Updating the password for a user/employee who may have forgotten their login credentials. |
| Form settings | Forms |
|
| Form inputs |
Enabling or disabling an input from a form. |
|
| Form input elements |
|
|
| Inventory | Inventory items |
Updating the sales price for any inventory item. |
| Inv. item categories |
|
|
| Services | Services |
Updating the sales prices for any service. |
| Serv. categories |
|
|
| 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 |