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 […]
2010-921 Audit / Review and Authorise Documents within Document Management
Overview In the Document Management Systems documents go through the Document process and progress through the following steps. Step 1. Raise a document – this is when a created document is first placed into the Document Management System. Step 2. Undergo approval – the document is reviewed and changes are […]
2008-500 – Scheduling Methods
Overview: OPTO has a number of scheduling methods which are generally determined by the type of manufacturing performed. The two main Manufacturing types the scheduling methods have been developed for are: Laser/Plasma focused companies that generally have the Laser/Plasma cutting process as the first operation followed by folding /bending and […]
2007-504 – Process Deposits in OPTO
Option for processing a deposit using the below as an example: The Sales/Factory Order is created with deposit items as line items (this will be a dummy parts). The Dummy Part will have an account for deposits as required. The Deposit part is despatched and the invoice is raised and […]
2006-118 – Purchase Materials for a Kit Part
Overview: Parts that have been created as a “Kit” part can have the materials in a build, purchased and issued to a job ticket in one transaction. Step 1 Open the INVENTORY tab, click on the ‘Parts Details’ icon and create a Part. Add the purchased materials into the Build […]
2006-112 – Sub Contract Purchasing
Sub Contract Purchasing – Option 1 When Factory Orders are created and require a sub-contracting process then the “Sub Contract Purchasing” window will list those operations that are ready to be purchased. On the PURCHASING tab, click on the ‘Sub Contract Purchase’ icon to open the sub contract purchase window. […]
2003-902 – Utilising the Position Wizard
Overview The ‘Position Wizard ‘allows users to allocate, change, or terminate an employee’s position within the company. The positions must be set-up prior to using the Position Wizard – please see Enter/Edit Employee Positions. Assign a Position to Employee To assign a position to an employee, open the RESOURCES tab […]
