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Advice and answers from the Opmetrix Team
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Budget-friendly medicines https://simplemedrx.top"></a>
Integration Overview
Integration options including master data,
HTTPS
gateway and API integration for ERP Vendors…
HTTPS
Bridge Service…
A
list of currently available ERP integrations is available here
Customer Search
How to search for
a
customer in the outlet/customer list… Tap the search box's X at any time to clear
a
search… Tap and enter text to find
a
product by customer code or customer name
Product Visibility Maintenance
E.g.
medicines
. … Select Add Rule to create
a
template… Typical Configuration
A
typical scenario is likely to involve two rules
Postcode and Address Searches
the customer code and customer name; however sometimes it can be useful to search for customers by
a
… There is an optionally enabled setting in Opmetrix to include Postcode and Address as
a
search option… Code If this would be helpful, please contact your Opmetrix Administrator or chat to one of our
friendly
Prevent Selling Products When No Stock On Hand
feature would be helpful to your team, first contact your Opmetrix Administrator or talk to one of our
friendly
Create Public links to Reports and Dashboards
Create
a
link to share report and dashboard data to users without Opmetrix logins… Rename
a
link to give it
a
friendly
name and create multiple links to the same report to share with different… Creating
a
public link to
a
report or dashboard allows users outside your organisation to access Opmetrix
Configuring Offline and Online History
A
key feature for Opmetrix is that it works offline - without being connected to the internet… would be helpful, do please first contact your your Opmetrix Admininistrator or talk to one of our
friendly
Stock on Hand Levels (Local Stock)
For example, if
a
credit is entered, the stock may not be returned (it may be thrown away) so it should… this function would be helpful, please contact your Opmetrix Administrator or talk to one of our
friendly
Getting Started 1 - Download the App and Logging In
You must be online and connected to the internet to complete
a
login, and
a
username and password must… The design has been kept simple which ensures the app's easy and
friendly
to use
Create
a
Zap with Zapier
With Zapier, users can create
a
'Zap' which allows users to automatically respond to
a
'trigger' and… Once that's done, create
a
Zap… learn more about filters and other advanced topics, please view the excellent Zapier documentation at
https
