2013-403 – Set-up a New User ID in OPTO Overview:The ADMIN User ID is generally used on system setup to create User IDs within Opto. Your Opto System can have as many USER IDs as you have employees if necessary but there can only be the number of available User […]
2004-211 – Set-up Material Groups and Unit of Measure (UoM)
Overview Materials are place into groups and given units of measure for tracking purposes. By using these features the program can calculate that a certain materials may be purchased via a bulk method and dispensed via a calculated measure. This enable the user to track the material and know how […]
2004/6-209 – Setting Up Material for Auto-ordering by UoM2
Open the INVENTORY tab on the OPTO ribbon and click on the ‘New/Edit Materials’ icon. Create a new material or press <F2> and select the required Material from the pop-up list and click OK. For this example, the material is a 20 litre Drum of Liquid. Ensure the areas circled […]
2007-206 – Item Substitution
Overview Item substitution is the process of substituting or swapping a quantity of one item for the same quantity of another item within a production order/job. Substitution can be done to both sub-parts and material, but only the same type and unit of measure can be substituted (ie. part for […]
2004-106 – Part Costing
Overview OPTO has a mark-up and margin settings option, this feature allows for either markup or margin to be added to a Part. NOTE: For this example, the Margin option is used. Click on the “[2] Markup, Margin” box to tick, this enables the Margin option and press <F9> to […]
2010-916 – Create an NCR Purchase Order
Overview OPTO can separate materials purchased for NCR jobs for easy tracking. Purchasing NCR material against the job From the OPTO ribbon, select the PURCHASING tab then click the ‘New Purchase’ icon. When creating a purchase order for material for NCR work on a job, first click the ‘More Info’ […]
2007-204 – Reset Despatched Sales/Factory Order
Overview A Sales or Factory Order may need items on the order edited, etc after the order has been despatched. The despatch will need to be reset so the new details can then be re-despatched correctly. This is a simple task if the order hasn’t yet been invoiced, if the […]
2006-111 – Automated Sub Contract Purchasing Set-up
OverviewSub Contract services can be managed through OPTO ‘Sub Contract Purchasing’. To correctly operate the purchasing and management functions there are a number of parameters that must firstly be set up. Sub contract operations are purchased against the job number and are not purchased into stock for ‘picking’. Create a […]
2010-920 – Creating a New Document for Document Management Function
Overview Company documents such as Orientation documentation, Policies and Procedures, Health & Safety documentation, Training records, etc. can be linked to the Quality Management System in Opto. The Quality system enables companies to have easy access to all types of documentation in one convenient location. The Documentation component is protected […]
2010-911 – Edit and/or Finalise an NCR/ECR Record
OverviewThe Edit an NCR/ECR option allows the user to edit, add to or resolve and finalise records that have been raised. It also enables authorised people to manage the raised issues in line with correct quality procedures. The process of navigating through the NCR/ECR process involves 5 steps: New Record […]
