Open the QUOTES tab on the OPTO ribbon and click on ‘New Quote’ option and the new quote window opens.
In the ‘Client Code’ field, click on the drop-down arrow or press <F2> and select the client from the list, then click OK. Press <TAB> to display the ‘Client Name’. Press <TAB> to move to the ‘Job Description’ field, and enter a brief description in relation to the quote. Press <TAB> to proceed to the ‘Date Issued’ field, the current date will be entered, change if necessary. Press <TAB> to move on to the ‘Date Valid’ field, if this has been set-up it will fill automatically. Press <TAB> to move forward to the ‘Date Required’ field, and type in the date. Press <TAB> to proceed to the ‘Attention’ field, click on the drop-down arrow or press <F2> and select the client’s contact person from the pop-up list and click on OK. The ‘Emp No’ field will fill automatically with your employee code and name, fill remaining fields if necessary. Press <TAB> to progress to the ‘Part Code’ field, enter a prefix for the part code then press <TAB>or <Enter>, the list of similar parts appear.
Select required parts from the pop-up list and then click on OK.
Adjust the quantities where necessary and press <TAB> to advance to the next field, check Each prices are correct, remembering to press <TAB> to calculate the line totals. Press <F9> to save the Quote when finished.
Quote Window Buttons
= View the Attached Drawing File for this Part
= Update Price
= Export List to Microsoft Excel
= Print
= material part enquiry
= Add environmental levy
The More Info tab has areas to enter text to be displayed on the quote and also an area for internal information.
The Attachment Tab
Can be used to attach drawing and or instruction in regards to the quotes. To attach a file, type a description of the items in the Description field. Press <TAB> to advance to the Filename column and double-click or press <F2> to browse to required file. Click on the required file to highlight and click on the ‘Open’ button. The file path will now be recorded in that field, press F9 to save. To view the attached file click on the paperclip icon on the front tab.
The other tabs display information automatically generated by the data entered into the system in relation to the areas of the tabs.
Opto Software Pty Ltd
Revised: 23/01/2024
