Author Opto Software

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 […]

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 […]

OverviewThe Purchase Invoice window is used for entering the invoice information for purchased items after they have been received and then for exporting to your accounting system. To Create a Purchase InvoiceFrom the OPTO ribbon, select the PURCHASING tab and click on the ‘Purchase Invoice’ icon. Enter the order number […]

To Print or Email a Purchase Order From the OPTO ribbon, select the ‘Purchasing’ tab and click on the ‘Purchase Print’ icon (circled below) to open the ‘Print Purchase’ window. In the Purchase Order No field enter the order number or press <F2> and select the order form the pop-up […]

OverviewThe Request for Quote feature enables the user to request a quote for materials purchased from multiple suppliers. The request may be due to a change in supplier stock availability, a better service required or price. To Create a Request for QuoteFrom the OPTO ribbon, select the PURCHASING tab and […]

Overview This procedure explains how to reinstate a purchase order after it has been cancelled. To Reinstate a Cancelled Purchase Order From the OPTO ribbon, select the PURCHASING tab and click on the ‘Edit Purchase’ icon. In the Purch No field press <F2> and select the order from the pop-up […]

OverviewA Purchase Order can only be cancelled if there are no deliveries against the order. To Cancel a Purchase OrderFrom the OPTO ribbon, select the PURCHASING tab and click on the ‘Edit Purchase’ icon. In the Purch No field enter the purchase order number or press <F2> and select the […]

From the OPTO ribbon, select the PURCHASING tab and click on the ‘New Purchase’ icon. In the Supplier Code field press <F2> and select the supplier from the pop-up list then click on OK. Press <TAB> to generate the window, in the Attention field press <F2> and select a name […]