Overview: The ‘Quote Fast’ feature enables the user to create client parts for laser cutting orders. The fast quote can then be selected as part of client order creation. Configure Client Details: On the OPTO ribbon select the Contacts tab and then click on the ‘New/Edit Clients’ option to display […]
2004-501 – Material Stock Take – Stock Freeze
Material Stock-take Method 2 Overview: There are 3 methods of managing stock in Opto, and prior to adopting one of these methods, the user should contact OPTO Support Desk to ensure that they are using the best method for the company environment. Opto suggests that before the stocktake is commenced […]
2004-500 – Material Stock-take Method 2
Overview: There are 3 methods of managing stock in Opto, and prior to adopting one of these methods, the user should contact OPTO Support Desk to ensure that they are using the best method for the company environment. Opto suggests that before the stocktake is commenced that all materials for […]
2003-310 – Security/Permission Settings for Employees – Security Tab
Overview Security/Permission settings are accessed by either the Resources module and then select the Employee or Employee information option. Once the Employee Details window is open, click on the “Security” tab to display the tick box option. See below a brief explanation of each security tick box option. The explanations […]
2003-304– Set-up and Utilise Non-productive time
Overview Opto can record time for any number of 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 job run each month or quarter. The following will need to be set-up – A client record […]
2003-112 – Check Clock Job Errors
Overview: This document describes how to find and correct employee time clock records and their corresponding process control sheet for job tickets. OPTO records times in three ways, either through the clock functions in the WORKSHOP tab, via the Web Clock functions or entered manually through the ‘Job Batch’ window […]
2003-110c – Record Employee Training – Part Day
Overview: This document describes how to record employee training sessions via the clocking function. An employee clocks onto a job ticket for a non-productive production order for the time allocated for the training session. The Non-productive part, workcenter, production order and its job ticket should already be set-up if this […]
2002-500 – Set-up Warehouse/Divisions in OPTO
Overview: The OPTO Warehouse feature enable stock materials to be transferred and tracked between divisions within a company. This feature requires specific set-up by OPTO before the necessary parameters can be set. Create Company Divisions for the Warehouse Click on the CONTACTS tab on the OPTO ribbon and select ‘Divisions’ […]
2002-302 – Creating a New Notes Record
Overview: Notes are a means of tracking issues in regards to Comments, Complaints, and Suggestions within an organisation. These issues are then addressed via a planned quality assurance process. Notes Records can be created from the Client, Suppliers, Workcenters, Quotes, and the Employee window. Notes issues/records are not always negative. […]
2002-301 – Notes Function Setup
Overview: “Notes” entries in the Opto are traceable and actionable records created in relation to the following: Client Suppliers Employee Workcentres Notes can be used as CRM, HR and PM tools and enable centralising of company information within the Opto system. CRM = Customer Relations Management. HR = Human Resources. […]
