Overview Opto provides valuable insights directly to your inbox on a daily, weekly, and monthly basis, allowing you to stay informed, make quicker decisions, and take immediate action—without the need to manually check your ERP system for overdue orders, stock levels, or performance metrics. Initital Conifguration 1️. Daily Reports: […]
2007-117 – Alert or Stop Despatch Production Orders
Overview OPTO has a Parameter setting that can alert and/or stop a Production Order from being despatched if all workcenter processes are not complete. The Parameter setting for despatch is a 3 stage tick box option; No Tick – nothing will happen when despatching the order. Ticked – Displays the […]
2005-208 – Quote Approval Portal and Quote Automation
Overview: OPTO has a helpful solution for managing quote approvals through the Quote Approval Portal. Workflow When sending the quote to a customer, the user can tick “Request Approval” in the Print Quote window which will generate a secure link to be emailed to the customer. When a customer clicks […]
2007-208 – Create Purchase Order from a Sales Order
Overview The Client/Sales Order has a function where you can create a purchase order from the saved order. This function only works for materials Create a new Sales/Client Order and save. Open the saved order and open the More Info tab and click on the icon circled below to open […]
2010-902c – Setting up Parameters for the Inspection/Calibration feature in the Quality Management Systems
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 […]
