To Receive Materials for DeliveryFrom the OPTO ribbon, select the PURCHASING tab and click on the ‘Purchase Delivery’ icon. In the Order No field press <F2> and select the order from the pop-up list then click on OK. Press <TAB> to generate the window, enter the employee number in the […]
2005-101 – Reserve Quote No.
Overview The ‘Reserve Quote No.’ feature enables the user to reserve a quote number when a request is received. The quote may not be able to be completed at that time for a multiple of reasons but the quote number is reserved for the client keeping quoting in the correct […]
2004-104 – Setting up the Sales ID
Overview: In the Client Details window the Sales ID field, is the name of the employee designated to oversee sales for that client, whereas the Employee Name field Is the person who created the client record. Once set-up, the employee number will be displayed in the Sales ID field on […]
2002-107 – Discounts and Pricing
Note: A USER MUST be logged on as the USER – admin to set system parameters unless they have been granted permissions for their USER number. Category Sell Price Discount From the OPTO ribbon, select the ‘Contacts’ tab and then click on the ‘Data Set’ drop menu, select the ‘Category […]
2006-116 – Add a Supplier Restocking Fee to a Purchase Invoice
OverviewSometimes when purchased items are returned to a supplier, they might charge a Restocking fee. This fee can either be added at the time of processing the credit or entered as a separate item and delivery. To add a Restocking fee to a purchase – this must be done in […]
2002-202 – Create a New Supplier Record
Overview The Supplier window contains all the data that has been entered into the OPTO system in relation to the Supplier. Please use the <TAB> or <Enter> key to advance through the fields when creating new records in OPTO. To access the ‘Supplier’s’ window, click on the CONTACTS tab on […]
2013-404 – User ID number / Employee Relationship
Overview This document gives an overview of the upkeep of User ID needed to access OPTO. The company Representative/Administrator is required to setup the User IDs with the appropriate User ID, password, access, and link an individual employee. Firstly, there needs to be a clear understanding of the difference between […]
2007-501 – Set Non-Stock Sales/Factory Order as Complete with No Invoice
Overview: Warranty and Rework jobs may require the user to create a Sales order for tracking or a Factory order with jobs tickets may be created. The orders are despatched as normal but no invoice is created and the orders are sent to history. Open the Sales/Factory Order, click on […]
2007-301 – Proforma Invoices in Opto
Overview: A Proforma Invoice in OPTO can be issued to receipt a client’s deposit or can be issued as requested by a financial institution. A Proforma Invoice is not necessarily designed for recording deposits. Proforma Invoices can be created from both Sales Orders and Factory Orders. For this example we […]
2007-104 – Retrieve a Sales/Factory Orders from History
OverviewOrders that have been sent to history or cancelled in OPTO can be transferred back if needed. This function is password protected so the user will need to be set-up with the appropriate permission and internal employee password. From the ORDERS tab in the Opto Ribbon click on the ‘Utilities’ […]
