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 above are completed correctly and that the “Pur UoM 2” box is ticked.

(Pur UoM 2 = Purchase by Unit of Measure 2 (UoM 2))

In the “Purchasing” area enter the minimum order amount (Min Order = 20, which is 20 litres), “Reord Level” (Re-order level) is the level at which the material needs to be re-ordered, for this example, 5 litres have been entered. So, when the material level gets down to 5 litres remaining, the Auto Order feature will record – 20 litres need to be ordered. Press <F9> to save Material Detail window.

To Compete the Auto Order Process
Open the PURCHASING tab on the OPTO ribbon and click on the ‘Material Auto Order’ icon to open the auto order window. Click on the Refresh button to display all the materials to be ordered.

Right-mouse-click in the “Now” column of the required material and click on the ‘Add Material to Purchase Order’

A new Purchase Order opens with the material already recorded with quantity and price.

Note: the ‘Act Qty’ is 1 (1 = 1x 20ltr Drum).

Complete purchase order as normal and press <F9> to save.

Opto Software Pty Ltd
Revised: 18/11/2024