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: In order to optimise the system speed and responsiveness we recommend either using the application directly on the server or publishing the application only to the users desktop. This manual is for reference purposes. Individual setups may differ depending on the existing IT landscape. 1. Set Up RemoteApp Program […]
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 […]
2013-405 – Change USER/Employee Passwords for OPTO
Overview: The User ID must have access to the ADMINISTRATOR tab on the OPTO Ribbon to change the log on password for a User ID. The User ID and password to log onto OPTO is case sensitive but the password doesn’t need to be unique to the user. Whereas the […]
2006-119 – Lot/Heat Number Function for Material Deliveries
Overview This document describes the process for setting up and using the Lot/Heat Number Function of OPTO for material deliveries. Set-Up Open the PURCHASING tab and click on the little icon circled in green in the screen shot below to open the ‘Parameters – PURCHASE’. In the parameters window click […]
2007-202c – Send Multiple Sales Orders to History
Please note: Sales Orders must be fully despatch to send to history. Any fully despatched order sent to history that aren’t invoiced will still appear in the To Be Invoiced list and can be invoiced at any time. Open the ORDERS tab and click on the Utilities drop-down menu and […]
