Purchasing

Purchasing your products using Optymo is easy and flexible and allows you to:

• Automatically (or Manually) generate RFQs and POs for one or many suppliers based on a range of criteria including:
  • Preferred vendor based on components or manufacturer
  • Best lead times or best price
• Ability to order virtual components
  • A virtual component is an item you require for a project but do not normally stock or have an internal reference for. Optymo will allow you to purchase these type of items and keep a record of it in the PO file.
• Use the EDI functions to send RFQs or POs to suppliers which support the EDI functionality within Optymo.
• Print or email RFQs and POs
• Track open orders and manage reminder emails for each vendor
• Easily manage the reception of orders including parts quarantine for Quality Assurance measures
• Optymo also allows you to manage product returns and invoicing; all from the same interface.

Production Planning

Create work orders from one or multiple BOMs and/or parts (assemblies)

• Allows for parts to be reserved in inventory for production runs
• Ability to add labor and equipment costs to Work Order

Ability to track progress of work orders based on parts reception dates, as well as time to produce goods

Manage Suppliers

Allows for detailed management of suppliers

• Supports up to 65000 individual contacts
• Manage contact information, invoicing details and even quality of service provided by each supplier you use.
• Manage EDI parameters for suppliers with supported EDI connectivity
• Get real-time data on Supplier statistics and data from a single location

EDI (Electronic Data Interchange) Functions

Adds component information directly into the Optymo database from your supplier`s website with a single mouse click.

• Removes the risk of data entry errors and provides a broad list parts data and pricing information.
• Allows for the automatic updating of pricing, lead times, packaging and minimums data directly from the supplier website.

• Removes the risks associated with manual data entry and ensures the proper data is provided from the supplier.

Provides real-time access to product data sheets and product images from the supplier and/or manufacturer websites.

• Ensures the datasheets and images are the latest version with current data.

Simplifies the RFQ process

• Provides direct access to pricing and availability data on the supplier website thus removing the need to wait for a reply from the supplier in the conventional methods

Submit POs immediately

• Provides an automated, quick and accurate PO submittal without the need to manually create or submit a PO to one or several suppliers.

Reports

Predefined reports are available in every Optymo Module

• Provides a quick method to search for the information you require

For each Module in Optymo, only the reports pertinent to that module will be displayed in the Reports list

• Allows you to quickly find the report necessary to gather the data you want.

• Supports drag/drop as well as cut and paste into active Optymo windows

  • Very useful when adding a part or several parts to a BOM or Work Order.
  • Eliminates errors by getting the right information into your workflows directly from your Reports.

Report Manager

Optymo’s sophisticated Report Manager

• Provides the means to customize existing reports to suit your business needs
• Create customized reports based on any field within the Optymo database
• Add and remove reports from Optymo modules based on your business needs.
• Each condition can involve any database field and allows you to compare one field to a given value or two fields to one another.
  Reports are presented in a table with the columns showing the results of the reports's query.

All reports are exportable

• To a file
• To email
• To the clipboard

Multiple Country and Currency Support

Optymo provides support for multiple countries and currencies in a single solution. No need to figure out the exchange rate, taxes etc… Optymo has the means to provide these details to you.

• Supports up to 25 separate currencies
• Automatically updates exchange rates (Separate module)
• Provides an historical view of exchange rates
• Supports up to a maximum of 10 separate tax entries
• Also provides support for locations that use surtaxes.