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 […]
2009-300 – Import/Link Account Codes with Xero
Overview On initial setup of the export to Xero the account codes need to be linked between OPTO and Xero. The User will also have to do this for any new accounts after the setup is completed. Open the INVOICING tab and click on the Export-XERO icon. Log onto the window using you Xero logon […]
2013-407 Published Application setup
Overview To optimise system speed and responsiveness, we recommend using the application either directly on the server or via a published RemoteApp to the user’s desktop. This guide outlines the steps to publish the application using Microsoft Remote Desktop Services (RDS), with important notes on Outlook/Excel OLE interoperability, network printer […]
2008-507 – Employee Scheduling
Overview: OPTO has a function that enables jobs to be assigned to an employee that will be displayed in the ‘Employee Display’ window in the Workshop tab. This display window enables up to 16 employees and their assigned jobs to be displayed. Parameter Settings – Scheduling Parameters – Tick the […]
2004-504 – Change String in All Filenames Option
Overview Opto has a function to change the file path location for attachments on Parts and Materials in bulk. This is used when a company gets a new server or changes the location where the drawing, etc are stored on your network. The location must be to a mapped drive […]
2007-205b – Apply a Credit to a Claim Order
Step 1 – The Order MUST be 100% CLAIM so despatch the remaining % for the order. Step 2 – Open the order and un-tick the Use Claim box and save. Step 3 – Despatch the order again, this is the final despatch and the order will now say it […]
2007-207 – Claim Function in Sales/Factory Orders
Overview: The Claim function allow the User to despatch and invoice a percentage of the line items on the order, this is generally used for deposits and/or progress payments. Create a Claim Order Open a new Sales/Factory order and create as normal. Once complete and before saving the order, tick […]
2004-215 – Supply and Sell Items between Divisions/Warehouses
Overview: This procedure explains how to supply and/or sell items between company divisions/warehouses. To use this feature the user will need to Have the Warehouse option setup in OPTO, contact the OPTO Support Desk as your documents will need some changes. Create a Supplier record for Division 2 Create a […]
