Opera Job Management user guide
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| - | [[Image:  | + | [[Image:logoJM.png|600px|center]]  | 
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| + | This page contains a guide to the contents and use of the program. To read the content of the chapters, click above the title that interests you.  | ||
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== Summary ==  | == Summary ==  | ||
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==='''Section 2: Archives'''===  | ==='''Section 2: Archives'''===  | ||
| - | [[image:  | + | [[image:ArchivesMenu.png|300px|right]]  | 
* [[Systems|Systems]]  | * [[Systems|Systems]]  | ||
| - | * [[Profiles  | + | * [[Profiles]]    | 
| - | * [[Accessories  | + | * [[Accessories]]    | 
| - | + | ||
| - | + | ||
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* [[Colors]]    | * [[Colors]]    | ||
| - | * [[  | + | * [[Systems matching|Systems matching]]  | 
| - | * [[  | + | * [[Technical catalogs|Technical catalogs]]  | 
| - | + | * [[Technical details and Wall Symbols|Technical details and Wall Symbols]]    | |
| - | + | * [[Glass configuration]]  | |
| - | * [[Wall   | + | * [[Color rules]]  | 
| - | * [[  | + | * [[Nodes|Nodes]]  | 
| - | * [[  | + | * [[Bent metals]]  | 
| - | * [[  | + | * [[Codes Syntax]]    | 
| - | * [[  | + | |
| - | * [[  | + | |
| - | + | ||
| - | + | ||
{{BR}}  | {{BR}}  | ||
| - | ==='''Section 3:   | + | ==='''Section 3: Typologies'''===  | 
| - | [[image:  | + | [[image:TypologiesMenu.png|300px|right]]  | 
| - | * [[Edit   | + | *[[Edit Typologies|Edit Typologies]]  | 
| - | * [[  | + | *[[Window Classes|Window Classes]]  | 
| - | * [[  | + | *[[Typology Options|Typology Options]]  | 
| - | * [[  | + | *[[Options Groups|Options Groups]]  | 
| - | * [[  | + | *[[Options Chapters|Options Chapters]]  | 
| - | * [[  | + | *[[Option set]]  | 
| - | * [[  | + | *[[Pane kits]]  | 
| + | *[[M/T Array Kits|M/T Array kits]]  | ||
| + | *[[Curtin Wall Kits|Curtain Wall Kits]]  | ||
| + | *[[Structure symbols]]  | ||
| + | *[[Muntins|Muntins]]  | ||
| + | *[[Panel Configurations|Panel Configuration]]  | ||
| + | *[[Frame Codes Replacement|Frame Codes Replacement]]    | ||
{{BR}}  | {{BR}}  | ||
| - | ==='''Section 4:   | + | ==='''Section 4: Jobs'''===  | 
| - | [[image:  | + | [[image:JobsMenu.png|300px|right]]  | 
| - | * [[  | + | * [[Edit Jobs]]    | 
| - | * [[  | + | * [[Jobs grouping]]  | 
| - | * [[  | + | * [[Job status history]]  | 
| - | * [[  | + | * [[Job status]]  | 
| + | * [[Job lines]]  | ||
| + | * [[Job Extra Cost Templates]]  | ||
| + | * [[Job Batches]]  | ||
| + | * [[Job Catalog]]  | ||
| + | * [[Contacts|Customers]]   | ||
| + | * [[Suppliers management|Suppliers]]  | ||
| + | * [[Custom job fields|Custom job fields]]   | ||
| + | * [[Custom job Line fields|Custom job line fields]]    | ||
{{BR}}  | {{BR}}  | ||
| - | ==='''Section 5:   | + | ==='''Section 5: Price List'''===  | 
| - | [[image:  | + | [[image:PriceListMenu.png|300px|right]]  | 
| - | * [[  | + | * [[Price list revisions]]    | 
| - | * [[  | + | * [[Price list items]]    | 
| - | * [[  | + | * [[Agents]]    | 
| - | * [[  | + | * [[Discount rates]]    | 
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
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{{BR}}  | {{BR}}  | ||
==='''Section 6: Inventory'''===  | ==='''Section 6: Inventory'''===  | ||
| - | [[image:  | + | [[image:InventoryMenu.png|300px|right]]  | 
| - | * [[  | + | * [[Warehouse management]]    | 
| + | * [[Warehouse documents]]    | ||
| + | * [[Physical warehouse management ]]   | ||
| + | * [[Order categories|Order categories]]   | ||
| + | * [[Setup warehouse]]   | ||
| + | <!--  | ||
* [[Orders]] [[Image:iconanew.png]]  | * [[Orders]] [[Image:iconanew.png]]  | ||
| - | * [[Check-in and check-out lists]]   | + | * [[Check-in and check-out lists]]-->  | 
{{BR}}  | {{BR}}  | ||
| - | ==='''Section 7:   | + | ==='''Section 7: Workshop'''===  | 
| - | [[image:  | + | [[image:WorkshopMenu.png|300px|right]]  | 
| - | * [[  | + | * [[Cutting parameters|Cutting]]    | 
| - | * [[  | + | * [[Processings]]    | 
| - | * [[  | + | * [[Worksheets]]    | 
| - | * [[  | + | * [[Cut-off machines]]    | 
| + | * [[Machining centers]]     | ||
| + | * [[Welders]]    | ||
| + | * [[Infopoints]]    | ||
| + | * [[Thermal break assembler]]    | ||
| + | * [[Automatic stocks]]   | ||
| + | * [[Glass cutter]]   | ||
| + | * [[Machine event log ]]   | ||
| + | * [[Machine dispatch groups]]   | ||
| + | |||
{{BR}}  | {{BR}}  | ||
| - | ==='''Section 8:   | + | ==='''Section 8: Provisions'''===  | 
| - | [[image:  | + | [[image:ProvisionsMenu.png|300px|right]]  | 
| - | * [[  | + | * [[Normes]]    | 
| - | * [[  | + | * [[FPC]]    | 
| - | * [[  | + | * [[ITT]]    | 
| - | * [[  | + | * [[Notified bodies]]    | 
| - | * [[  | + | * [[Zip codes]]    | 
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
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{{BR}}  | {{BR}}  | ||
| - | ==='''Section 9: "How-To"'''===  | + | ==='''Section 9: Company'''===  | 
| - | ====  | + | [[image:CompanyMenu.png|300px|right]]  | 
| + | * [[Company data]]   | ||
| + | * [[Other parameters]]   | ||
| + | * [[Currencies]]   | ||
| + | * [[Margin rates]]   | ||
| + | * [[Margin rates sets]]   | ||
| + | * [[Price groups]]  | ||
| + | * [[Waste classes]]   | ||
| + | * [[Tax Rates]]   | ||
| + | |||
| + | {{BR}}  | ||
| + | |||
| + | ==='''Section 10 : Print'''===   | ||
| + | [[image:PrintMenu.png|300px|right]]   | ||
| + | * [[Printer setup]]   | ||
| + | * [[Headings]]   | ||
| + | * [[Technical sheets ]]   | ||
| + | * [[Parts sheets]]   | ||
| + | * [[Text styles]]   | ||
| + | * [[Documents]]   | ||
| + | * [[Labels ]]   | ||
| + | * [[Job reports]]  | ||
| + | * [[External reports ]]  | ||
| + | * [[Materials list]]  | ||
| + | * [[3D rendering scenes]]  | ||
| + | |||
| + | |||
| + | {{BR}}  | ||
| + | |||
| + | === '''Section 11 : Settings''' ===   | ||
| + | [[image:SettingsMenu.png|300px|right]]   | ||
| + | * [[Program setup]]   | ||
| + | * [[Themes]]   | ||
| + | * [[Units of measurement ]]   | ||
| + | * [[Workers archive|Manufacturing workers]]   | ||
| + | * [[Change operator|Change user]]  | ||
| + | * [[Password setup ]]  | ||
| + | |||
| + | {{BR}}  | ||
| + | |||
| + | ==='''Section 12 : Database'''===  | ||
| + | [[image:DatabaseMenu.png|300px|right]]  | ||
| + | * [[Backup copies ]]  | ||
| + | * [[Restore copies|Restore backup]]   | ||
| + | * [[Paths|Directories]]  | ||
| + | * [[Projects]]  | ||
| + | * [[Online users]]  | ||
| + | * [[Regenerate index|Rebuild indexes]]  | ||
| + | * [[Web]]  | ||
| + | |||
| + | {{BR}}  | ||
| + | |||
| + | ==='''Section 13: Tools'''===  | ||
| + | [[image:ToolsMenu.png|230px|thumb]]  | ||
| + | * [[Change codes]]   | ||
| + | * [[Data import/export]]   | ||
| + | * [[Price update ]]   | ||
| + | * [[Price of materials]]   | ||
| + | * [[Hardware drivers]]   | ||
| + | * [[Hardware pool files]]  | ||
| + | * [[Calculator]]   | ||
| + | * [[Installation upgrade|Update installer ]]   | ||
| + | * [[Remote support]]   | ||
| + | * [[About Opera]]   | ||
| + | |||
| + | {{BR}}  | ||
| + | |||
| + | ==='''Section 13: "How-To"'''===  | ||
| + | ====Archives====  | ||
| - | *[[How to create a new system]]  [[  | + | * [[How to create a new system]]     | 
| - | *[[How to create a new   | + | * [[How to create a new profile]]  | 
| - | *[[How to create a new   | + | * [[How to make a compound profile|How to make a compound profile for curtain walls]] (Opzionale)    | 
| - | *[[How to   | + | * [[How to create a new accessory]]     | 
| - | *[[How to create   | + | * [[How to create a filler]]  | 
| - | *[[How to   | + | * [[How to make a self-selection]] [[Image:iconanew.png]]  | 
| + | * [[How to make a self-selection profiles]]  | ||
| + | * [[How to create a new coloring]]  | ||
| + | * [[How to customize a color category]] [[Image:iconanew.png]]  | ||
| + | * [[How to manage coloring textures]] [[Image:iconanew.png]]  | ||
| + | * [[How to create labels]] [[image:iconaedit.png]]  | ||
| + | * [[How to set the QR Code]] [[image:iconanew.png]]  | ||
| + | * [[How to export data to a spreadsheet and import changes to Opera]]  | ||
| + | * [[How to manage document formatting]] [[Image:iconanew.png]]  | ||
| + | * [[How to manage the step Integrated flat optimization]]  | ||
| + | * [[How to manage glass configuration]]  | ||
| + | * [[How to handle systems equivalences]]  | ||
| + | * [[How to manage stepped glass]]  | ||
| + | * [[MTM Management#Action keys|How to manage double pane]]  | ||
====Worksheet====  | ====Worksheet====  | ||
| - | *[[How to make a   | + | * [[How to make a typology]]  | 
| - | *[[How to edit a   | + | * [[How to edit a typology]]  | 
| - | *[[How to change   | + | * [[How to change opening senses|How to change opening senses]]  | 
| - | *[[How to make a sliding   | + | * [[How to make a sliding typology]]  | 
| - | *[[How to make a   | + | * [[How to make a ribbon typology]]  | 
| - | *[[How to   | + | * [[How to put the slat into the typology]]  | 
| - | *[[How to   | + | * [[How to insert quotas into a typology]]  | 
| - | *[[How to   | + | * [[How to join two structures of one typology]]    | 
| - | *[[How to   | + | * [[How to multiply structures|How to multiply structures of a typology]]    | 
| - | *[[How to   | + | * [[How to put the center band on a structure]]  | 
| - | *[[How to make a   | + | * [[How to make a dumpster]]  | 
| - | *[[How to make a   | + | * [[How to make a shutter]]  | 
| - | *[[How to make a window]]   | + | * [[How to make a stained glass window]]  | 
| - | *[[How to   | + | * [[How to put in the mngles]]  | 
| - | *[[How to make   | + | * [[How to make arcs and offsets]]     | 
| - | *[[How to make a   | + | * [[How to make a porthole]]     | 
| - | *[[How to   | + | * [[How to insert a fanlight]]  | 
| - | *[[How to   | + | * [[How to make a curtain wall]] (Opzionale)  | 
| + | * [[How to enter profile data for a slide]]  | ||
| + | * [[How to use the typology guidelines]]  | ||
| + | * [[Scrap classes|How to manage scrap classes]]  | ||
| + | * [[How to manage id codes by structure]]  | ||
====Jobs====  | ====Jobs====  | ||
| - | *[[How to create a new job]] [[  | + | * [[How to create a new job]]    | 
| - | *[[How to   | + | * [[How to create a job snapshot]]    | 
| - | *[[How to   | + | * [[How to set prices for job materials]]   | 
| - | *[[How to   | + | * [[Profit classes|How to manage profit classes]]   | 
| + | * [[How to manage a job catalog]]   | ||
| + | * [[How to manage job attachments from cloud]]   | ||
| + | * [[How to manage 3D prints]] [[image:iconanew.png]]  | ||
| + | * [[How to make a price list]]  | ||
| + | * [[How to group cutting IDs by job]]  | ||
| + | * [[How to merge pane IDs by job]]    | ||
| + | * [[How to manage the history of job statuses]]    | ||
| + | * [[How to manage Project diary]]  | ||
| + | * [[How to manage the Job Line Archive]]  | ||
| + | * [[How to manage the delivery date of the order and order from stock]]  | ||
| + | * [[How to handle alternate versions of the typologies]]  | ||
====Price lists====  | ====Price lists====  | ||
| - | *[[How to   | + | * [[How to insert typologies in the list price useful for a review list price]]  | 
| - | *[[How to   | + | * [[How to manage price list revisions]]  | 
| + | * [[How to Manage price List Discount Classes]]  | ||
| + | * [[How to Manage price List Discount Classes in Job Order]]  | ||
| + | |||
| + | |||
| + | ==== Inventory ====  | ||
| + | *[[How to manage the Inventory]]   | ||
| + | *[[How to upload the master data of a profile]]  | ||
| + | *[[How to load a blank into the Inventory]]  | ||
| + | *[[How to put a seal in the Inventory]]  | ||
| + | *[[How to upload the master data of a squadron]]  | ||
| + | *[[How to load a zipper master with color]]  | ||
| + | *[[How to manage Inventory consolidation]] [[Image:iconanew.png]]  | ||
| + | |||
| + | <!--  | ||
| + | *[[Gestione degli ordini da commessa]]  | ||
| + | |||
| + | |||
| + | Come inserire un ordine  | ||
| + | |||
| + | Impegno del materiale da commessa  | ||
| + | Ottimizzazione e impegno  | ||
| + | Gestione del magazzino dalla commessa  | ||
| + | Come fare la movimentazione  | ||
| + | Come creare i Magazzini fisici-->  | ||
| + | |||
| + | ====Normative====  | ||
| + | *[[Application of EC standards|How to apply standards to types]]  | ||
| + | *[[How to upload AAV (Air-Water-Wind) and ITT (Initial Type Testing) certificates.]]  | ||
| + | *[[Viewing Nodes#Single node|How to match node thermals.]]  | ||
| + | *[[How to do the certification for blackout windows and doors (gtot)]]  | ||
| + | *[[How to upload certificates related to Solar Reflectance and Solar Transmittance]]  | ||
| + | *[[Calculation of gtot in the absence of certificates]]  | ||
| + | *[[Calculation of gtot in the presence of certificates]]  | ||
| + | *[[How to make an asseveration]]  | ||
====Utilities====  | ====Utilities====  | ||
| - | *[[How to manage   | + | * [[How to install Opera Job Management license on another pc]]  | 
| - | *[[How to create a   | + | * [[How to create a JOZ file]]  | 
| - | *[[How to   | + | * [[How to manage document macros]]    | 
| - | *[[How to manage   | + | * [[How to manage multilingual fields]]   | 
| + | * [[How to use Permit Management]]    | ||
| + | * [[How to create a price import file]] [[Image:iconaedit.png]]  | ||
| + | * [[How to make a job order recovery]]  | ||
| + | * [[How to send a COZ]] [[Image:iconaedit.png]]  | ||
| + | * [[How to do the program update]]   | ||
| + | * [[How to install PDF printer|How to install PDF printer on the program]]    | ||
| + | * [[How to manage Projects]]  | ||
| + | <!-- HELP:* [[How to get the right shutter slat cutting list]] [[Image:iconaedit.png]]-->  | ||
| + | |||
| + | === Section 14: Video ===  | ||
| - | + | *[[Video]]  | |
| - | + | ===Section 11: Appendices===  | |
| - | + | *[[Appendix I: Technical data of profiles according to uses]]  | |
| + | *[[Appendix II: Explanation of technical data of accessories according to uses]]  | ||
| + | *[[Appendix III: the variables and symbols]]  | ||
| - | + | ===Section 15: Info===  | |
| + | *[[Industry 4.0]]  | ||
<!-- HELP: JM/W0 -->  | <!-- HELP: JM/W0 -->  | ||
| - | [[Category: JM/  | + | [[Category: JM/Manuale]]  | 
Latest revision as of 14:02, 25 June 2025
This page contains a guide to the contents and use of the program. To read the content of the chapters, click above the title that interests you.
Summary
Section 1: Introduction
Section 2: Archives
- Systems
 - Profiles
 - Accessories
 - Colors
 - Systems matching
 - Technical catalogs
 - Technical details and Wall Symbols
 - Glass configuration
 - Color rules
 - Nodes
 - Bent metals
 - Codes Syntax
 
Section 3: Typologies
- Edit Typologies
 - Window Classes
 - Typology Options
 - Options Groups
 - Options Chapters
 - Option set
 - Pane kits
 - M/T Array kits
 - Curtain Wall Kits
 - Structure symbols
 - Muntins
 - Panel Configuration
 - Frame Codes Replacement
 
Section 4: Jobs
- Edit Jobs
 - Jobs grouping
 - Job status history
 - Job status
 - Job lines
 - Job Extra Cost Templates
 - Job Batches
 - Job Catalog
 - Customers
 - Suppliers
 - Custom job fields
 - Custom job line fields
 
Section 5: Price List
Section 6: Inventory
- Warehouse management
 - Warehouse documents
 - Physical warehouse management
 - Order categories
 - Setup warehouse
 
Section 7: Workshop
- Cutting
 - Processings
 - Worksheets
 - Cut-off machines
 - Machining centers
 - Welders
 - Infopoints
 - Thermal break assembler
 - Automatic stocks
 - Glass cutter
 - Machine event log
 - Machine dispatch groups
 
Section 8: Provisions
Section 9: Company
- Company data
 - Other parameters
 - Currencies
 - Margin rates
 - Margin rates sets
 - Price groups
 - Waste classes
 - Tax Rates
 
Section 10 : Print
- Printer setup
 - Headings
 - Technical sheets
 - Parts sheets
 - Text styles
 - Documents
 - Labels
 - Job reports
 - External reports
 - Materials list
 - 3D rendering scenes
 
Section 11 : Settings
Section 12 : Database
Section 13: Tools
- Change codes
 - Data import/export
 - Price update
 - Price of materials
 - Hardware drivers
 - Hardware pool files
 - Calculator
 - Update installer
 - Remote support
 - About Opera
 
Section 13: "How-To"
Archives
- How to create a new system
 - How to create a new profile
 - How to make a compound profile for curtain walls (Opzionale)
 - How to create a new accessory
 - How to create a filler
 -  How to make a self-selection 
 - How to make a self-selection profiles
 - How to create a new coloring
 -  How to customize a color category 
 -  How to manage coloring textures 
 -  How to create labels 
 -  How to set the QR Code 
 - How to export data to a spreadsheet and import changes to Opera
 -  How to manage document formatting 
 - How to manage the step Integrated flat optimization
 - How to manage glass configuration
 - How to handle systems equivalences
 - How to manage stepped glass
 - How to manage double pane
 
Worksheet
- How to make a typology
 - How to edit a typology
 - How to change opening senses
 - How to make a sliding typology
 - How to make a ribbon typology
 - How to put the slat into the typology
 - How to insert quotas into a typology
 - How to join two structures of one typology
 - How to multiply structures of a typology
 - How to put the center band on a structure
 - How to make a dumpster
 - How to make a shutter
 - How to make a stained glass window
 - How to put in the mngles
 - How to make arcs and offsets
 - How to make a porthole
 - How to insert a fanlight
 - How to make a curtain wall (Opzionale)
 - How to enter profile data for a slide
 - How to use the typology guidelines
 - How to manage scrap classes
 - How to manage id codes by structure
 
Jobs
- How to create a new job
 - How to create a job snapshot
 - How to set prices for job materials
 - How to manage profit classes
 - How to manage a job catalog
 - How to manage job attachments from cloud
 -  How to manage 3D prints 
 - How to make a price list
 - How to group cutting IDs by job
 - How to merge pane IDs by job
 - How to manage the history of job statuses
 - How to manage Project diary
 - How to manage the Job Line Archive
 - How to manage the delivery date of the order and order from stock
 - How to handle alternate versions of the typologies
 
Price lists
- How to insert typologies in the list price useful for a review list price
 - How to manage price list revisions
 - How to Manage price List Discount Classes
 - How to Manage price List Discount Classes in Job Order
 
Inventory
- How to manage the Inventory
 - How to upload the master data of a profile
 - How to load a blank into the Inventory
 - How to put a seal in the Inventory
 - How to upload the master data of a squadron
 - How to load a zipper master with color
 - How to manage Inventory consolidation 
 
Normative
- How to apply standards to types
 - How to upload AAV (Air-Water-Wind) and ITT (Initial Type Testing) certificates.
 - How to match node thermals.
 - How to do the certification for blackout windows and doors (gtot)
 - How to upload certificates related to Solar Reflectance and Solar Transmittance
 - Calculation of gtot in the absence of certificates
 - Calculation of gtot in the presence of certificates
 - How to make an asseveration
 
Utilities
- How to install Opera Job Management license on another pc
 - How to create a JOZ file
 - How to manage document macros
 - How to manage multilingual fields
 - How to use Permit Management
 -  How to create a price import file 
 - How to make a job order recovery
 -  How to send a COZ 
 - How to do the program update
 - How to install PDF printer on the program
 - How to manage Projects
 
Section 14: Video
Section 11: Appendices
- Appendix I: Technical data of profiles according to uses
 - Appendix II: Explanation of technical data of accessories according to uses
 - Appendix III: the variables and symbols
 












