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 […]
2006-103 – Print or Email a Purchase Order
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 […]
2006-102 – Request for Quote
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 […]
2006-101b – Reinstating a Cancelled Purchase Order
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 […]
2006-101a – Cancelling a Purchase Order
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 […]
2006-101 – Create a New Purchase Order
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 […]
2005-109 – Quote Activity Report
Overview: The Quote Activity function within OPTO enables the user to track quote activity and performance in real time. The report information can be refined by selecting any of the range of options to increase the degree of details provided in the report. To View the Quote Activity From the […]
2005-107 – Adding Text to a Quote
To Add Text to a Quote From the OPTO ribbon, select the ‘Quotes’ tab then click the ‘Edit Quote’ icon to open the ‘Edit Quote’ window. Select the ‘More Info’ tab to display the different text fields, click in fields and enter the required information into that heading then press […]
2005-103 – Editing a Quote
To Edit a Quote From the OPTO ribbon, select the ‘Quotes’ tab and click on the ‘Edit Quote’ icon to open the ‘Edit Quote’ window. In the Quote No field press <F2> and select the required quote from the pop-up list then click on OK. Edit the Quote as required […]
2005-102 – Creating a Quote
Open the QUOTES tab on the OPTO ribbon and click on ‘New Quote’ option and the new quote window opens. In the ‘Client Code’ field, click on the drop-down arrow or press <F2> and select the client from the list, then click OK. Press <TAB> to display the ‘Client Name’. […]
