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’. […]
2004-801 – Vehicle Management System
Overview: The Vehicle Management System is used for the recording of Vehicle information within the OPTO system. Before using the Vehicle Management System, the user needs to create options for the Vehicle Make and Vehicle Model pop-up lists. To Set-Up Vehicle Make From the OPTO ribbon, select the ‘Inventory’ tab and […]
2004-503 – Stock Locations and Bin Locations
Overview: Opto has a feature that the user can assign parts &/or materials to a stock location and then a bin location to define the area more precisely. The Stock Location may be Racks or Shelving and the Bin Location might be the exact identifiable position on the specified Rack […]
2004-202 – Rename Material Codes
Overview This document describes how to rename material codes in OPTO. Material codes may need to be renamed due to Management requests, changes to a supplier, codes entered incorrectly, etc. To be able to utilise this function the USER will need to have permission and an internal employee password. There […]
2004-201 – Create a Material
OverviewWhen creating material records the user should never use the following characters in the Material Codes ~! @ # $ % ^ & *+= | “ ‘ ? and all the others should not be used within the Material Description field ~! @ # $ % ^ & * ( […]
2004-114 – Production Stop Feature in the Parts Window
Overview: OPTO has a feature which will stop production of a part by NOT allowing single clock employees from clocking on to any jobs containing that part. USERS will need permission and an internal employee password to activate this feature. To Enable the Production Stop Feature From the OPTO ribbon […]
2004-109 – Picking and Un-Picking Job Tickets
Overview Job Picking is the process of moving allocated inventory parts and material to a job ticket. The internal process of picking an item for a job involves removing the allocation for the job from the item, reducing the stock level of the item, and applying the item cost to […]
2004-103 – Printing the Build of a Part
From the OPTO ribbon, select the INVENTORY tab then click the ‘New/Edit Parts’ icon. Click in the Part Code field and enter the part code or press <F2> and select from the list. Click on the drill down icon (circled below) to open the ‘Show Parts Detail’ window. From the […]
2004-102 – Rename Part Codes
Overview This document describes how to rename part codes in OPTO. Part codes may need to be renamed due to Management requests, changes to a part itself, codes entered incorrectly, etc. To be able to utilise this function the user will need to have the correct access, permission and an […]
