Custom CSV imports
We can do custom CSV setups. This means we can map info from a vendors CSV then update or add products/stock information etc to your system. These CSVs can be either uploaded or emailed to a specific email address. If you wish to have a custom CSV import setup, say from one of your vendors […]
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 […]
Set up your “promo group”
The promo group is where you setup all your details for trademe. 1. Go to settings -> promo group 2. Double click your promo group To add a new promo group click “new” 3. Go to the trademe tab and enter in email username and password and fill the rest of the page for your […]
Set up your configuration
1. Go to settings->configuration. 2. You probably want to change your ‘application name’, ‘company’ details and maybe your logo to suit your company.
Create your user and secure the system
1. When you have logged in for the first time you should go to settings->users and create a new user. This should be your user. Make sure you give this user all access roles. 2. Test the newly created user. Go to settings->logout. then log back in using the details of your newly created user. […]
Pointing Your Domain to Your OMINS Website/ Information Site
You have two options for setting up a domain name for use with OMINS sites: Snipesoft Setup and Hosting If you don’t know how or don’t want to deal with it yourself we can manage setup and host the domain for $50+GST per year. This is for any .nz domain or .com / .net / […]
Customising Your Search Columns
Customising Your Search Columns OMINS allows you to customise how your search results (for products, reports, invoices, etc) are displayed. To change your display preferences, click on the customise view button. Use the arrows on the left to rearrange the order of the columns. The checks and X’s on the right hand side allow you […]
Checking All Parcels Have Been Sent
1. Select search from the invoices drop down menu. 2. Select to dispatch from the find drop down menu and click on the search button If there are any results, then these invoices have not had a tracking number associated with them using the above method.