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 […]
2006-108 – Kit Purchasing
To Enable Kit PurchasingFrom the OPTO ribbon, select the PURCHASING tab and click on the drop-down arrow (circled below) to open the Parameters – PURCHASE window. The Parameter window opens, click in the Add Parts Material Kit box (circled below) to tick, press <F9> to save. If a part is […]
2006-107 – Secure Purchasing
Overview The Secure Purchasing feature enables employees to raise purchase orders but only an authorised employee can approve the purchase orders. Once the purchase order has been authorised via an internal employee password only then can it be printed and/or emailed to the supplier. From the OPTO Ribbon, select the […]
