Gestion de Commandes

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The edit jobs archives
Note N.B: To access this panel in Opera Job Management: from the Jobs menu, select the edit Jobs button.

The purpose of this archive is to manage the creation, editing and archiving of quotations. In addition, all information of a commercial nature (calculation of purchase costs, sales price of order quantities, loading and unloading of stock, electronic transfer to external accounting programs) and technical nature (cutting bills of material, cutting optimization, machining and assembly prints, electronic transfer of paths for welding cutting machines and machining centers) can be generated and managed in this part of the program. It is easy to deduce, therefore, that here the operator will spend much of his working time on Opera.

Below is a description of the contents of this archive.



The filter fields

  • Year: This is the year in which the job was created and also the annual file within which it will be stored. This data will never be editable again.
  • Status: Reports the processing status of the job. (See explanation of fields within the job order).
  • Order reference: Sorts the list of jobs by the order reference given in the appropriate field within the job. (NOT FOUND).
  • Customer: This is the customer's data, e.g., company name, address and city. Customer data can be printed in the quote header so special care should be taken when typing them within the job order.
  • Worker: in this field you can indicate the operator who created the job, from the relevant operator selection frame.
  • Quick Search:: Allows you to quickly search for jobs by entering the first letters that make up the name as the search key.(Available from version 3.8.4).
  • Keyword: Allows you to view commese by entering a search key.
  • Scope: it is possible to separate orders for different scopes, Local, Web, Local+Web, Modified Web.
Note N.B: : Web orders are active for customers who purchase Orchestra product.Orchestra (watch the video via this [link])


The function keys

  • The button File:tastostampa2.png: Pressing this button sends the list of job orders to print. The resulting printout will provide information regarding the progressive, customer master, any notes, the status of the estimate, and the number of types in the job order.


La finestra dei totali della commessa
  • The button File:tastoricalcola.png: Pressing this button sends the list of job orders to print. The resulting printout will provide information regarding the progressive, customer master, any notes, the status of the estimate, and the number of types in the job order.
  • The button File:tastostampa.png initiates the printing of totals; the Fichier:Keyclipboard2.png button copies the totals with column headings into the operating system's temporary memory, which can then be reported in a calculation program.
  • The button File:Tastosalva.png: The function of this button is to import or export orders.

The export modes are different, let's see which ones:

File:cartcomm.png
The generated file is in its extension and format identical to the one we analyzed at the previous button. The difference is that in this case the program is not conditioned by the external backup path, but by opening a search dial allows the operator to place the file on a specific directory.
File:joz.png
The type of file generated requires the operator to specify the location to save the file. Upon execution, the file opens Opera on the location where the quote was uploaded.
File:backup.png
Export is done according to the external security path. The generated file can be loaded into the program and properly opened only if the same archives with which it was generated are present.


  • The button File:tastoinviocommessa.png: The function of this button is very useful if, due to the need for technical assistance, you want to send the job order to the technicians in service. In fact, pressing it will open the Send Job to Opera Company panel, where the operator can select the address of the technician to whom the job is to be addressed. By confirming the operation, the program will connect to the program that manages your e-mail, attaching the file containing your quote data.
  • The button File:tastoxml.png: It generates an .xml file and appears only if we have set export paths in the Data Export Filter pane. In this frame the operator specifies a path that will be followed by the program when saving the fle.


Note N.B: It is active only for users who purchase the product Orchestra (watch the video via this [link]).
  • The button File:tastoexcel.png: allows the export of the data in the realtive framework in .XSL format.
  • The button File:tastook.png: Confirms the transactions made in Job File and exits the panel.




Job Order Master

  • Name File:tastod.png: It is the code of the job order. It usually refers to the name of the customer, which can be detected by opening the selection frame from the matched button.
  • Sequence N°: This is the progressive number of the job automatically assigned by the program.
  • Year: Returns the year the job was created (see above).
  • Order Ref: A reference can be entered in this field if there are multiple orders from the same customer.
  • Status: Reports the processing status of the job. Seven different entries are proposed:
Soumission
Set this item if the job is still at the quote level not yet processed with the customer.
En usinage
Set this item if the job is in the production stage.
á souder
Set this item if the order has been delivered to the customer but payment has not yet been finalized.
complétee
Set this item if the order has been delivered to the customer and payment has also been finalized.
Confirme
Set this item if the job is still at the quote level but has already been confirmed by the customer.
En attente de confirmation
Setting this item if the job is still at the estimated level, has already been discussed with the customer but has not yet been confirmed.
Confirmation de commande
Set this item if the order confirmation document has been received from the customer.
  • Date: This is the complete date on which the estimate was created. It may be editable later.
  • WorkerFile:tastoc.png: opens the framework to select the operator who will handle the job order.
  • Margin rates setsFile:tastoc.png: will allow a Profit Class Set to be matched to the job from the relevant archive.
  • Profile prefix: Returns the identification code that will be assigned to the sections and fills in the job order.

The identification code is a code whose function is to make it easy, during assembly, to identify the sections and fills belonging to a job order. This code will be matched to the job order automatically but can be changed.


  • Barcode ID: A number appears in this field that represents the beginning part of the barcode of the parts in this job order.
  • ID format for job cuts: the code entered allows mergeable cuts in the job to be grouped with a single ID (available from version 3.8.4).
  • ID format for job panes: the code entered allows mergeable fills in the job to be grouped with a single ID(available from version 3.8.4).
Menù di scelta del tipo di ottimizzazione
  • Optimization Type File:frecciagiu.png: This field opens a drop-down where you can set the type of optimization that the program where to perform for that job.
None
By setting this item, optimization will never be performed.
Standard
By setting this item, optimization will be carried out by performing the necessary steps to obtain the best cutting system. Recommended setting.
Fast
By setting this item, optimization will be performed as fast as possible to obtain the best cutting system. However, this setting may not give satisfactory results.
Optimize bar
It allows you to optimize bars not considering the standard length of the profile, but based on the lengths set individually to the profiles in the archive. Review, then in Section 1 chapter Profile archive, the button File:tastoottimizza.png
Length
If we find ourselves in the situation of taking a job with several structures to cutting, and therefore having to cut several bars of the same profile, it is possible to decrease the cutting time and make the operation smoother by using this function, which develops bar optimization by grouping almost all of the same lengths together.
Single length
This function follows the logic of the previous Length. It differs in that in this case the program fully optimizes by grouping the lengths.
List
Optimization is generated, calculating the values of the list loaded in Profile Archive, again through the function File:tastoottimizza.png
Job position
Optimization is generated, taking into account the position within the job order.
  • Item no: Indicates the number of types contained in the job order.
  • N° pieces: Indicates the number of pieces in the entire job order.
  • disabled: Indicates the number of frozen types.
  • Desc:: The description of the job order can be stored in this box.
  • Note: In this box you can store some notes related to the customer or job order.
  • Customer section: In this section, through the File:tastod.png, we can enter all the data regarding the customer (Customer Code, Company Name/Name, City, Address), in the Customer Data frame job order.
  • Build yard section: In this section, through the button File:tastod.png, we can enter all the data regarding the construction site (City, Address, Tel.#1), in the framework Construction site.
The customer data framework
The framework of data on the construction site


The action keys

Voci correlate

Outils personnels