To Enable Kit Purchasing
From the OPTO ribbon, select the PURCHASING tab and click on the drop-down arrow (circled below) to open the Parameters – PURCHASE window. The Parameter window opens, click in the Add Parts Material Kit box (circled below) to tick, press <F9> to save.

If a part is not already in the system the user will need to create a Part, and add purchased materials that are included in the Kit. Part must be non-inventory and ticked as Kit. NOTE: the Purchased materials must be from the same supplier.

Click on ‘New Purchase Order’, in the Supplier Code field press <F2> and select a supplier from the pop-up list then press <TAB> to generate the window. Click on the icon (circled below) to display the ‘Enter Parts Kit’ window. In the Part Code field, type in the prefix for the Kit parts, press <F2> to display the parts list. Click on the required Kit Part on the pop-up list and then click OK. Adjust Kit Qty field as required then click on OK.

Materials will be automatically brought into the order window. Complete any necessary fields and click in the ‘Job Tic’ field, enter the job ticket number or press <F2> and select the job ticket from the Jobs pop-up list and then click OK.

A message window appears click on ‘Yes’, the job tickets have been added. Check quantities and remaining details, save the order by pressing <F9>. Receive materials as per normal.

Opto Software Pty Ltd
Revised: 11/12/24