Create ‘New Vehicle Record’
Openthe Inventory tab in the Opto ribbon, and then click on the ‘New/Edit Vehicle’ icon.
A Vehicle Tracking number (VTN) will automatically be assigned, which is unique to the vehicle in the database.
Click in the “Emp No” field, press <F2> and select the appropriate employee from the pop-up list, then click OK.
Click in the “Vehicle Owner” field, press <F2> and select from the pop-up list, then click OK.
Click in the “Vehicle Make” field, press <F2> and select from the pop-up list and click OK, then press <TAB> to display the information.
Click in the “Vehicle Model” field and press <F2> and select the modelfrom the pop-up list and click OK, then press <TAB> to display the information.
Type the colour in the “Colour” field and continue to complete the “Date of Man”, “Odometer” and “Hour Meter” fields. Press <F9> to save.
To attach a document to the Vehicle Management Record, click on the first available line in the “Description” column and type in a description of the document you wish to attach, press <TAB> to advance to the “Filename” area.
Press <F2> and browse your computer for the document you wish to attach, click on the document to highlight and click on Open. The filepath is now in the “Filename” area. To view the attached file, click on the line of the document you wish to view to highlight it, then click on the View attached File for this Vehicle button. Press <F9> to save.
To edit the vehicle details, open the ‘Edit’ Vehicle window, click in the “Vehicle Track No” field and press <F2> to display pop-up list and select the required vehicle, click on OK.
Assign a vehicle to a new or existing Sales/Production order.
Open the Orders tab in the Opto ribbon, click onthe ‘New Sales Order’ icon and enter order information as per normal.
To assign the vehicle to the client order, click on the ‘Attachments’ tab, click in the “VIN No field” and press <F2> to show pop-up list of all vehicles and select the vehicle designated for this Sales Order. Press <F9> to save when completed.
To add a vehicle to a production order (new/edit) select the ‘Review’ tab as below, click in the “Vehicle Ref” field then press <F2> and select the relevant vehicle from the pop-up list and click OK.
