OverviewAn NCR/ECR record (or Quality Assurance record) is created in response to a quality issue or incident within the organisation. The issue may be a minor incident such as a slight fixable imperfection on a product or part to a major incident such as a faulty product that needs to […]
2010-902b – Setting up Parameters for Document Management records in the Quality Management Systems in Opto
OverviewThe following parameters must be set up and populated prior to starting data entry for Document Management records in the Quality Management Systems on the QUALITY Tab on the Opto Ribbon. These Parameters are the codes and their description that you use when selecting from the pop-up menus throughout the […]
2010-902a – Setting up Parameters for NCR/ECR records in the Quality Management Systems in Opto
OverviewThe following parameters must be set up and populated prior to starting data entry for NCR/ECR records in the Quality Management Systems on the QUALITY Tab on the Opto Ribbon. These Parameters are the codes and their description that you use when selecting from the pop-up menus throughout the Quality […]
2012-104 – How to Setup Clock Rounding
OverviewThere are a number of different ways to setup how the employee’s start and finish times are recorded by the clock system. The employee clock on and off times are recorded as exact time or the time can be rounded by set fragments. The rounding can be setup for the […]
2012-101 – Clock On & Off – Single Job Start/Finish
Overview This document explains the process for using the Clock functions in the WORKSHOP tab so that employees can record their time and attendance on a daily basis as well as clock onto and off of single jobs. This option is operated by using a standard keyboard or computer mouse. […]
2005-104 – Print or Email a Quote
To Print a Quote From the OPTO ribbon, select the ‘Quotes’ tab and click on the ‘Print Quote’ icon to display the ‘Print Quote’ window. Press <F2> and select the quote to be printed from the pop-up list then click OK. The quote can also be emailed from this window. […]
2007-201c – Reset Despatched Sales Order
Overview: A despatched Sales Order may need to be reset for any number reasons. A despatch can only be reset if there is no invoice against the despatch. Click on the Orders tab from the ribbon and select Despatch (Sales). Enter the order number or press <F2> and select the […]
2007-201b – Send Sales Orders to History
Overview: Sales Orders are sent to history after a suitable timeframe as this assists the efficiency of searching and reporting in regards to sales orders. Sending completed aged orders to history makes the system more USER friendly. The function for sending sales orders to history is password protected. The Process […]
2007-201a – Process Sheet (Sales Order)
OverviewThe Process Sheet (Sales) guides the USER through the process steps in an ordered sequence. Click on the ORDERS tab on the ribbon and select the ‘Process Sheet (Sales)’ icon. Enter the sales order number or press <F2> and select the required order from the list and then press <TAB> […]
2007-101c – Reset Despatched Factory Order
OverviewA despatched Factory Order may need to be reset because the quantity and or price is incorrect. A despatch can only be reset if there is no invoice against the despatch. The only item that could be added to a Factory order after a despatch reset would be a dummy […]
