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 itemslabels 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 offor services.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