OverviewFactory Orders are sent to history after a suitable timeframe as this assists the efficiency of searching and reporting in regards to Factory orders. Sending completed aged orders to history makes the system more USER friendly. The s functions for sending Factory orders to history and both are password protected. […]
2007-101a – Process Sheet (Factory Order)
OverviewA New Factory Order has been created to demonstrate the course of action for the Process Sheet (Factory Order) window. The Process Sheet (Factory Order) has 3 tabs, the Production Steps on the first tab, the second has the Despatch, Invoice and History Transfer functions and the third has the […]
2009-105 – Create Multiple Invoices
OverviewThis feature will allow the authorised USER to create multiple invoice at the same time and then be able to print them. To email invoice, please see ‘Batch Email Invoicing’ in this module. Select the ‘Invoicing’ tab from the Opto ribbon and click ‘Create Invoice’, enter your internal employee password […]
2009-122 – Batch Email Invoicing
Option 1. – Will send them 1 by 1. Open the required Client record and then open the “Invoices” tab. Un-tick the invoices to be emailed and do a right-mouse-click and select ‘Batch Email or Print unselected Invoices’ from the options list. The Print Invoice window opens, open the “To […]
2009-120 – Add Restocking Fee to Credit Adjustment Invoice
2009-118 – Add or Edit Total Box Text on Invoices
Overview: Text can be added and/or edited for the Total Box area of the invoice. This text may be remittance detail, comments, instructions, etc. Additional text can also be entered at the bottom of the invoice. To access the parameter, click on the Invoice Parameters dropdown (circled below), found under […]
2009-111 – The Invoice Deletion Process
Overview:IMPORTANT NOTE: This process has serious ramifications if handled incorrectly. All invoicing within OPTO must stop while a user is performing the deleting invoice process. An Invoice must be deleted and then immediately recreated ONE AT A TIME following this process. This process should only be used when the invoice […]
2009-104 – Export Sales Invoices to MYOB Cloud
Please ensure that MYOB is open before running the export function. Go to the Invoice/Export module and select MYOB Cloud to open the window to logon. Click on the Logon icon and enter your MYOB Cloud logon details into the ‘Sign in to MYOB’ screen. These details will be your […]
2009-103 – Setup Delivery Code as Used on an Invoice
Overview: This process will enable the user to add a delivery charge directly to an invoice rather than an order. It is particularly useful when freight is not included on a production or client order that has already been despatched. Note: Ensure that the export codes are already in MYOB […]
2009-102 – Setup Freight Account Code for Invoice Export
Regardless of where the account code is being exported from, OPTO can export an alternative code for accounting intended for specified freight codes. Note: Ensure that the export codes are already in MYOB or QuickBooks to enable successful exporting. To set-up Freight Account code Create a dummy material for freight […]
