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 […]
2006-113 – Recording and attaching Material Test Certificates
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 […]
