Overview The ‘Shift Parameters’ feature in the RESOURCES tab enable 8 different pre-set shifts to be set-up over a 7-day period to be used in the Employee Records. The different shifts can be selected from a drop-down menu when creating or editing employees. The Shift Parameter feature enables the user […]
2002-205 – Update Material Prices by Supplier
Material prices can be updated via a feature in the Suppliers window by the use of a Microsoft® excel spread sheet. IMPORTANT NOTE: It is best practice to create a backup of your DATA folder before running this update. From the OPTO ribbon, select the ‘Contacts’ tab and click on […]
2002-203 – Rename or Combine Supplier Codes
Overview: Supplier codes will need to be change at times due to company expansion, merges, buy-outs, or simply name changes. The USER will need to have permission and an internal employee password to change or rename a Supplier code. Rename Supplier Code To rename a Supplier code, go to the […]
2002-201 – Suppliers Window
Overview The Suppliers Window in OPTO is used to access all the supplier’s data including static information such as contacts, and address details, as well as Dynamic information such as Current and Past Purchases, Delivery, Materials, Financial History and Contact Relation Management (CRM) notes. In the dynamic section, all records […]
2002-105 – Credit Stop and Credit Limit Functions
Overview The ‘Credit Stop’ and ‘Credit Limit’ functions are 2 different functions and are not linked in any way. The Credit Stop function stops new Sales/Factory Orders from being created and also existing orders being despatched. The orders for the client can only be processed when an authorised USER removes […]
2002-104 – Setup Secure Despatch by Client-Function
Overview This feature will prevent orders being despatched to selected clients unless the USERS doing the despatch has the required permission. Options of the ‘[3] Despatch Stop, Secure’ tick box = Despatch will not be stopped = Despatch will be stopped until this box is un-ticked (Despatch Stop) = Despatch […]
2002-102 – Create a New Client Record
Overview: To enter a new client – click Contacts tab from the Ribbon, then select New/Edit Clients. In the client code field, enter a code for the client and press <TAB> to advance to Client Name, type in the name of the new client. Press <TAB> to move on to […]
2002-101 – Client Window
Overview Access to the Client Details window is via Ribbon on the Contacts tab, and then click on the ‘New/Edit Clients’ option. The Client Details Window in OPTO is used to access all the client data including static information such as contact details, discounts and categories as well as Dynamic […]
