Overview In some manufacturing situations a ‘Test Certificate’ will be required for certain material deliveries. These certificates can be recorded on the material delivery and then a copy can be attached to the purchase order for future reference. Note: This feature can also be used for recording and attaching other […]
2006-101c – Cancel Purchase Orders in Bulk
Overview: Opto has a function that allows the USER to cancel Purchase Orders in bulk. From the OPTO ribbon, select the ‘PURCHASING’ tab and click on the Utilities drop-down and select Bulk Purchase Cancel. Click on the Select Purchase Order icon and select the purchase orders you wish to cancel […]
2014-501a Opto & ITMS function keys
Overview Certain buttons have functions in all windows across the ITMS and OPTO systems that may not be obvious. This is an overview of those shortcuts. Opto Software Pty Ltd Created: 19/03/24
2002-109 Batch update Clients, Suppliers, Materials or Parts
Overview There are options in Opto to Update certain data for Clients, Suppliers (Contacts 🡪 Utilities 🡪 Update Clients/Suppliers) or Material, Parts (Inventory 🡪 Utilities 🡪 Update Materials/Parts). This should be first way to go. If the data that you want to Update is not within the options of those […]
2009-110 – Set-up and Utilise Non-productive time
Overview Opto has functionality for tracking non-productive activities, such as sick leave, annual and long service leave, maintenance, training etc. The process uses ‘non-productive’ workcenters in conjunction with an internal order with job tickets run each month or quarter when employee time records are created. The following will need to […]
2006-123 – Convert OPTO to Currency Purchasing
Overview: When purchasing in foreign currency, the UoM 1 Price in the Material is in the currency of place of origin and the Landed Price is then calculated at the price in AUD dollars including any freight. The UoM 1 Price MUST be checked and/or updated before creating Purchase Order […]
2004-116 – Update Parts Sell Price
Overview: OPTO has a function to enable the USER to update the sell prices of multiple parts by a markup (%). The data is brought into the update window via a parts query either saved within OPTO or exported to an Excel spreadsheet. For Excel spreadsheet option the USER will […]
2002-400 – Head Office & Branch Function for Exporting to MYOB/Xero
Set up Branch Codes Select the Data Set drop-down on the Ribbon and click on the Branch option. Please Note: this is exactly the same setup for the branch function for suppliers. Create the code and enter the Export Name of the head office the Description field. In the ‘Main […]
2002-108 Upload new Clients, Suppliers, Parts and Material from Excel
Overview: When a business is implementing Opto newly, clients are imported from an Excel document initially. Once the business is working with the software, new clients can be entered into Opto manually one by one. In addition, Opto has the functionality to upload new Clients by batch from an Excel […]
2008-600 Auto Scheduling Manual
Overview: Opto has the functionality to run auto-rescheduling for all jobs consecutively. The criteria for the jobs to show up in the Auto Scheduling window is that they still have job progress time left and that they have not been marked as finished when clocking off from the job. The […]
