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 […]
2009-103 – Set-up Delivery Codes as used on the Invoices Window
Overview: This process will enable the user to add a delivery charge directly to an invoice rather than the order. It is particularly useful when freight is not included on a Factory or Sales 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
Note: Ensure that the export codes are already in MYOB, Xero or QuickBooks to enable successful exporting. To set-up Freight Account code Create a dummy part code for freight charges, see example below. Please ensure the ‘Active’ and the ‘Dummy’ boxes are ticked, but do not tick the ‘Inventory Item’ […]
2010-942 – Show All Inspection/Calibration Items
Overview: The ‘Show All Inspection/Calibration Items’ window enables the users to view all the items entered into the system for inspection/calibration. This window also displays the last inspection date, the next inspection date, who is responsible to ensure the item is inspected and whether the items are active or non-active. […]
2010-941 – Enter-Edit Inspection/Calibration Items
Overview: The Inspection/Calibration feature is used to list all the items that require regular inspection and/or calibration within a company. These inspections may be in line with internal policy and procedures as well as Workplace Health and Safety legislation. Once all items are entered into the system, the user can […]
