To be able to cancel a Sales/Factory order, there must not be any despatches against the order. For the Factory, check that it hasn’t been started where items have been picked, purchased or issued to the job tickets and there is not time clocked to the processes. The option to […]
2007-111 – Complete Individual Processes in a Job
Overview This document demonstrates how to complete an individual workcenter process for a job ticket. Especially useful where there are multiple sub parts and numerous job tickets on the one job. From the OPTO ribbon, select the ORDERS tab and click on the ‘Process Sheet (Factory)’ icon. In the Order […]
2007-110 – Despatch a Factory Order
From the OPTO ribbon, select the ORDERS tab and click on the ‘Despatch (Factory) icon. In the Job No field, enter the order number or press <F2> and select the order from the pop-up list then click on OK. Press <TAB> to generate the window the employee number will automatically […]
2007-109 – Factory Order Type DV (Development Job)
Overview This document describes the use of a Factory order type DV (Development Job). DV Orders are used when the client is ordering a job in stages that need design work or engineering between job tickets. As a result the user can enter a part for design work and book […]
2007-108 – Factory Order – Kit Part
OverviewThe Production Kit Part feature is used when there is a requirement for a commonly used list of parts or build of materials to be reused for repetitive Production orders. To Create a Kit PartFrom the OPTO ribbon, select the INVENTORY tab and click on the ‘New/Edit Parts’ icon to […]
2007-106 – Factory Order – Connect Jobs with the Project Field
Overview OPTO has a Project feature that allows multiple jobs to be linked at a main job. The project job will report costs for all linked jobs, whilst allowing the individual jobs to be run separately. To Create a Project From the OPTO ribbon, select the ORDERS tab and click […]
2007-105 – Factory Order – Make to Order
Opto Software Pty Ltd Revised 02/08/2018
2007-101 – Create a Factory Order
To Create a Factory Order From the OPTO ribbon, select the ORDERS tab and click on the ‘New Factory Order’ icon. In the ‘Factory Order – <New Entry>’ window enter the client code or press <F2> and select the client from the pop-up list, then click OK. Press <TAB> to […]
2006-114 – Reset Purchase Invoice and Delivery
Please Note: If the Purchase Invoice has been exported to your accounting system it will need to be deleted or voided. From the OPTO ribbon, select the PURCHASING tab and click on the ‘Purchase Invoice’ icon. Enter the purchase order number or and press <F2> and select the order from […]
2006-110 – Material Auto Order
Overview Material Auto Order is set-up in the ‘Material Details’ window. Inventory materials set to ‘Auto Order’ will be displayed in the ‘Material Auto Re-Order List’ to enable companies to manage their purchasing. See example below. Open the PURCHASE module and then click on the ‘Material Auto Order’ icon to […]
