Invoice CSV import
Introduction: There are certain deal sites like GrabOne, treatme, yazoom, dailydo, and more, where you put your items to sell as deals, means more than one customers buy the same thing (or variants of same item) in your deal. Sale data can be generated from these sites as csv files, which contains data of customer, […]
Quick overview – order processing / invoice printing
OMINS makes it easy to locate which orders are paid and can be shipped/dispatched. It is achieved by using certain pre-defined search filters in OMINS. There are two ways you process an order, once it has been paid. 1) You or your staff does a manual check on orders, like address check i.e. rural or […]
Invoice email help (placeholder)
This is a placeholder, invoice email help will be updated soon
Using Filters to Locate Orders to be Dispatched
OMINS includes built-in filters that help users locate orders that are paid and ready to be dispatched. These filters show only those invoices which are of interest and exclude all others which helps expedite the dispatch process. The “to print and dispatch today” filter is one such filter. It shows all paid orders that are […]
Automatic Voiding of Orders
Invoices of type “order” that are unpaid and have no payments added to them will by default automatically become void when they reach their due date. If the order is on the paid status or has any payments applied, it will not automatically become void. When the order is voided it releases any held stock […]
Invoice Types
Invoice status determines the type of the invoice. The type of an invoice has a big impact on stock control and how the stock levels are calculated. Invoice type can be modified manually but this also changes automatically as items are dispatched, picked up, etc. Following is an explanation of how invoice types change automatically and […]
Create a custom invoice
1. Go to settings->reports in the menu (you must be admin to access this) 2. Select ‘Default Custom invoice report’ and choose ‘make copy’. 3. Make your changes. You can use full HTML by clicking the ‘Source’ button 4. Save your changes by clicking on the Save button. Your new report should now be available. […]
Check the details in “invoice emails” and “tracking emails”
1. Go to invoices->invoice emails 2. Go though each email one by one and make sure they are setup correctly with the correct information relevant to your company some bank details may be required to be entered into these emails also 3. Go to settings->tracking setup, and repeat step 2 for each shipping company to […]