Overview The web application allows for on-site visitor recording, replacing conventional paper sign-in sheets with a digital solution. Visitors can sign in and announce their visit by choosing the employee that they are visiting. The chosen employee will then receive an email to let them know that their visitor is […]
2007-118 – Service Orders
Overview Service Orders allow the user to add charges for labour and materials throughout the production process without having to recreate the job ticket/s. Create the Service Order Open the ORDERS tab on the OPTO Ribbon and click on ‘New Factory Order’ and enter the details as normal. Enter the […]
2011-113 Opto Email Insights Setup
Overview Opto provides valuable insights directly to your inbox on a daily, weekly, and monthly basis. The setup of receiving those reports is simple but needs to be configured per user as below. Before the users are being added to the distribution list, it needs to be ensured that the […]
2011-112 Daily Despatch Due And Purchase Due Reports
Overview With OPTO, it is possible to receive certain information daily via email. Despatch Due Report The Despatch Due Report is delivered in a pdf, prtiner friendly format and contains valuable information about all parts that are either due or overdue for despatch on that particular day. Despatch Due Report […]
2004-118 DocID in Part Code
Overview Some documents like Work Health and Safety, Quality Management and Guidance documents may be applicable and assigned to many part codes. The Doc ID function in the part code allows to just link a document maintained in the Quality module to the part code so when the document changes, […]
2004-117 – Part Cost Breakdown
Overview From the OPTO ribbon, select the INVENTORY tab then click the ‘New/Edit Parts’ icon. Click in the Part Code field and enter the part code or press <F2> and select from the list. Click on the green arrow icon (marked below) to open the ‘Cost Breakdown for Part ‘window. […]
2011-111 Opto Email Insights Overview
Overview Opto provides valuable insights directly to your inbox on a daily, weekly, and monthly basis, allowing you to stay informed, make quicker decisions, and take immediate action—without the need to manually check your ERP system for overdue orders, stock levels, or performance metrics. Initital Conifguration 1️. Daily Reports: […]
2007-117 – Alert or Stop Despatch Production Orders
Overview OPTO has a Parameter setting that can alert and/or stop a Production Order from being despatched if all workcenter processes are not complete. The Parameter setting for despatch is a 3 stage tick box option; No Tick – nothing will happen when despatching the order. Ticked – Displays the […]
2005-208 – Quote Approval Portal and Quote Automation
Overview: OPTO has a helpful solution for managing quote approvals through the Quote Approval Portal. Workflow When sending the quote to a customer, the user can tick “Request Approval” in the Print Quote window which will generate a secure link to be emailed to the customer. When a customer clicks […]
2007-208 – Create Purchase Order from a Sales Order
Overview The Client/Sales Order has a function where you can create a purchase order from the saved order. This function only works for materials Create a new Sales/Client Order and save. Open the saved order and open the More Info tab and click on the icon circled below to open […]
