Overview:
The Company details are entered from the ‘Global Parameters’ option of the ADMINISTRATOR tab in OPTO. The Company Name is entered by the OPTO Implementation Consultant on system setup and they will assist with the initial setup of these details. The Global Options details are the information to be displayed on a company’s documents/forms (e.g. Invoices, Purchase Orders, etc.) when they are printed or emailed from OPTO. These details include addresses, phone numbers, ABN, etc. Company details in OPTO can only be entered and/or changed when the User ID has access to the ADMINISTRATOR tab in OPTO.

Log onto OPTO and select the ADMINISTRATOR tab on the OPTO ribbon, and click on the ‘Global Parameters’ icon to access the Global Options window.

Enter the Company information into the required fields and press <F9> to Save and close the window.

Opto Software Pty Ltd
Revised: 06/08/24