Overview: This document describes how to record employee training sessions via the clocking function. An employee clocks onto a job ticket for a non-productive production order for the time allocated for the training session. The Non-productive part, workcenter, production order and its job ticket should already be set-up if this […]
2002-500 – Set-up Warehouse/Divisions in OPTO
Overview: The OPTO Warehouse feature enable stock materials to be transferred and tracked between divisions within a company. This feature requires specific set-up by OPTO before the necessary parameters can be set. Create Company Divisions for the Warehouse Click on the CONTACTS tab on the OPTO ribbon and select ‘Divisions’ […]
2002-302 – Creating a New Notes Record
Overview: Notes are a means of tracking issues in regards to Comments, Complaints, and Suggestions within an organisation. These issues are then addressed via a planned quality assurance process. Notes Records can be created from the Client, Suppliers, Workcenters, Quotes, and the Employee window. Notes issues/records are not always negative. […]
2002-301 – Notes Function Setup
Overview: “Notes” entries in the Opto are traceable and actionable records created in relation to the following: Client Suppliers Employee Workcentres Notes can be used as CRM, HR and PM tools and enable centralising of company information within the Opto system. CRM = Customer Relations Management. HR = Human Resources. […]
2002-103 – Rename or Combine Client Codes
Overview Client codes will need to be change at times due to company expansion, merges, buy-outs, or simply name changes. The USER will need to have permission and an internal employee password to change or rename a client code. Rename Clients Code To rename a client code, go to the […]
2007-205a – Credit Adjustment for Factory Order
Overview It is sometimes necessary to apply a credit adjustment to a Factory order but this is handled differently to a sales order. The general rule for Factory orders is that you cannot add items to a factory order once the job tickets had been created and the job is […]
