Microsoft WEBVIEW2 is required for connecting your OPTO system to XERO and MYOB. Please follow the following steps. Server Instructions (The server where ITMS/OPTO is installed). Note if other users of your system are already connecting to XERO/MYOB, please move to Client Instructions. On the server navigate to C:/Revsoft. If […]
2007-210 – Create Factory Order from a Sales Order
Overview A Factory Order can be created from a saved Sales Order – A Sales Order is created for the customer and a Factory Order for Stock is required to make the Part/s ordered by the customer. Create a New Sales Order for the customer and press F9 to save. […]
2001-107a – Create a new Export Name for a Query
Overview The USER MUST run a query in the required window before they can create a new Export Name for the query data. For this example the Material Details window has been used for the query. With the executed Query open, navigate to the HOME tab on the Opto Ribbon […]
2001-107 – Initiate and Run a Query
Initiate the Query For this example, the query will be executed from the Material details window. Open the ‘Material Details’ window and press <F11> to activate query mode. For this example, we will be using the BY query function. Once the query details are entered, press <F12> to run the […]
2006-124 – Purchase Categories
Overview: OPTO has a function that you can list Employees that can approve Purchase Orders under defined categories also setting Max Purchase Amounts per Employee per Category. Setup Purchase Order Categories – Open the PURCHASING tab and click on the Data Set drop-down and select Purchase Order Categories Enter a […]
2006-125 – Upload Positions to Purchase Order
Overview OPTO has a function to upload positions into a purchase order from a txt file. This upload can be done with different values depending on the parameter settings. Purchasing – New Purchase or Edit Purchase Order In the Purchase Order go into the More Info tab: You can then […]
Using Microsoft Word Templates For Form Generation
How to Use Merge Fields in Your Word Template OPTO offers a feature for users to implement their own template designs when printing various forms within the program. These can be set up in Word and OPTO will fill in the rest. Click this links to see some example templates: […]
2015-100 Process Clocking
Overview This interface allows you to filter, view, clock on/off, schedule, and mark jobs complete, all in one screen. 🔁 Automatic Data Refresh The job list automatically refreshes every 5 minutes (300 seconds) to keep your screen up to date with new jobs, updates, and status changes. 🔄 A notification […]
2003-305 – Create and Export Employee Timesheets to MYOB
Overview In OPTO, employee timesheets can be created and exported to MYOB for payroll processing. This relies on properly configured Employee Calendar Activities, used to track events such as Annual Leave, Long Service Leave, Personal Leave, Rostered Days Off, Training, and more. Turning On The Functionality Navigate to the INVOICING […]
2009-101 – Export to MYOB Cloud
Go to the INVOICING tab on the OPTO Ribbon and select the Export-MYOB icon to open the MYOB – Cloud window. Click on the Logon icon and enter your MYOB Cloud logon email address into the ‘Sign in to MYOB’ screen. These log on details will be your email address […]
