To Create a Part
From the OPTO ribbon, select the ‘Inventory’ tab and click on the ‘New/Edit Parts’ icon to open the ‘Parts Details’ window.
Click in the Part Code field (1) enter a code press <TAB> to advance to the Part Description field (2) and enter a description. The Active box (3) will tick automatically, if the part is being made for a client, fill the Client Code field (4) by pressing <F2> and select the client from the pop-up list, then click on OK. Press <TAB> to advance to the Emp No field (5) and either enter your employee number or press <F2> and select required employee from the pop-up list and click OK.
Fill the other fields as necessary. Click on the ‘Build’ tab to enter the materials and/or sub-parts. Enter the letter ‘M’ (Material) or ‘P’ (Part) in the T column (1). When you have entered the appropriate letter, press <TAB> to advance to the Build column (2) and press <F2> to select a material or part from the pop-up list. Click on the required item to highlight and then click on OK. Press <TAB> to generate the Description (3), U (Unit) (4) and @ (Price per Unit) (5) columns. Click in the Qty column (6) to add the quantity, press <TAB> and enter the workcenter number in the WC column (7) or press <F2> and select the workcenter from the pop-up list and click OK. Continue to add materials or parts and workcenters as required.
Click on the ‘Labour’ tab to add the workcenter information. Enter the workcenter number in the WC column (1) and press <TAB> to generate the WC Description column (2). Enter a brief description in the Work Description column (3), press <TAB> to advance to the Set (Mins) column (4). Enter time for the setup in minutes if this feature has been utilised for that workcenter. Press <TAB> to move onto the Pro (Mins) column (5) and enter the time in minutes the workcenter will take to complete its process. The R column (6) is used when a special employee rating is required and the Text column is for special ‘in house’ text to be entered. The Lead column (7) is to enter a number of days if a lead time is required.
The ‘More Info’ tab is used to enter extra text relating to the Part for printing on Invoices and Quotes. Special comments can be entered in the Top or Bottom Text areas to be displayed on the Job Tickets. Drawings and/or instruction can be attached to the part via the File Attachment area and account codes can be entered in the fields at the bottom.
The remaining tabs display automatically generated information.
When the user has finished entering information on the separate tabs, click on the ‘Details’ tab and click on the ‘Update’ button (1) to update the Parts selling price and cost price based on the preferred suppliers material prices. The price can also be updated by last purchased price depending on the company’s preference (2). The Sell Price field is password protected, so the user will need to enter the internal employee password before assessing the price.
Press <F9> to save.
Opto Software Pty Ltd Revised 02/08/2018
