Overview The Inspection Parameters are the codes and their descriptions the USER will selected from the pop-up lists when they create or edit an Inspection or Calibration Request within the QUALITY Tab. 1 – Inspection Type – this code is used to describe the type of investigation required for a […]
2014-300 – Setup and Test SMTP Function
Overview SMTP is short for Simple Mail Transfer Protocol, a protocol for sending e-mail messages between servers. A MAPI compliant (Messaging Application Programming Interface) email server needs to be in use as this feature sidesteps Outlook (Example of NON-MAPI compliant email servers: Hotmail, Live, etc.). The SMTP can be used […]
2011-110 Monthly Opto Email Report
Overview With Opto, it is possible to receive certain information monthly via email. The purpose of these alerts is to draw the attention of the user to important issues within the system. The “Email Office” maintained in the Employee Number is being used as a recipient address, once it has […]
2011-109 Weekly Opto Email Report
Overview With Opto, it is possible to receive certain information weekly via email. The purpose of these alerts is to draw the attention of the user to important issues that may be impacting the business. The “Email Office” maintained in the Employee Number is being used as a recipient address, […]
2011-108 Daily Opto Email Report
Overview Opto provides the ability to receive daily email alerts containing important system updates. These alerts are designed to highlight key issues that require the recipient’s attention. The emails are sent to the “Email Office” address associated with the recipient’s Employee Number, as configured in the “Daily Email – Setup” […]
2003-303c – Create Clock Record for Employee Calendar Activities
Overview The Employee Calendar can be used to record activities like Annual and Long Service Leave, Personal Leave, Rostered Days Off, Training, etc. OPTO has a function that enables the user to create clock records for each day of these activities. This function will not overwrite existing clock records. From […]
2003-303b – Set Calendar Activities for Individual Employee
Overview The Employee Calendar can be used to record activities like Annual, Long Service Leave, Personal Leave, Rostered Days Off, Training, etc. The USER must have ADMIN ticked for their User ID to be able to complete this set-up. Public Holidays and Shut Down events are displayed on the activities […]
2009-303 – Export Purchase Invoice to Xero
Overview Note: Ensure prior to exporting, purchase/expense and freight account codes in iTMS and Xero are set-up the same. Refer to the document ‘Set-up Account Codes to Correspond between iTMS and Xero. Open the INVOICING tab and select the Export-Xero icon and log onto the window with your Xero details. Click on the ‘Purchase […]
2009-302 – Export Sales Invoice to Xero
Overview Note: Ensure prior to exporting, Client’s export name, sales and freight account codes are the same in OPTO and Xero. For this example an existing Xero sales code has been used. Open the INVOICING tab and select the Export-Xero icon and log onto the window with your Xero details. Click on the ‘Invoices’ […]
2009-301 – Post Clients/Suppliers to Xero
Open the INVOICING tab module and click on Export-XERO icon. Click on the Clients/Suppliers tab of the export window and then select the ‘Get Clients/Suppliers’ icon to generate the clients/suppliers list for posting to Xero. All the Clients/Suppliers can be selected by clicking on the Select All icon or de-selected by clicking on Clear. Select the Clients/Suppliers for […]
