MODULES
A scalable solution to stay in control and develop as your business grows
Optimis is the flexible, all-in-one solution, to grow your business on your terms. Your entire operation is covered from Job Management to Machine Maintenance.
Select the optimum specification from 15 easy-to-use modules to get the job done.
Dashboard – multiple dashboards can be assigned to different users
Reporting – simple to use and advanced report designer
API – the built-in, customisable API integrates with third-party applications
Appearance – all screens, reports, dashboards are customisable
Database – inhouse or Cloud based
Apps – specialist Apps for time recording, delivery and quality
History – the system maintains an audit trail of changes made
Optimis modules
Jobs can be set up in a variety of ways to record job info, sub-jobs, materials, operations, outwork, despatch and invoicing. Quotes, estimated and actual costs for stock issues, purchases, labour, machine hours and outwork can be recorded against the job.
Stocktake features including multiple warehouses/locations, bin locations, serial/lot numbers, forecast stock levels, stock replenishment and stocktake functions. Stock can be structured for alternative sizes, dimensions and weight attributes.
BOM can be single or multi level, handle materials, labour and machine hours, outwork and structured to handle engineering revisions.
Optionally used to manage factory work through detailed workflow and materials.
- Stock replenishment utilities
- Stock receipt utility
- Multiple Supplier pricing, price breaks
- Multiple currencies
Record time by person by operation by day – can include start and finish times, work types and rework – actual time compared to standard or estimated time.
This area is the most customised, set up to quickly and accurately provide quotes to customers in a professional format. Jobs can be created from quotes brought through details required and used for comparison.
Range of quality control options including non-conformance and rework tracking.
Forward and back scheduling
Gantt chart view
What if scenarios
Range of optimisation programs to assist with scheduling
Create claims for jobs based on progress of job stages, variations, and retentions. Use job information to determine percent complete. Email claims and invoices with options to reverse and reissue claims and invoices.
Options for touch screen input on computer monitor or tablet and capture machine info through our API or integrations.
Store PDF invoices from email or scan, key data can be extracted by OCR and matched to purchase orders and receipts which can then flow through an approval process.
Optimis integrates with Xero and MYOB applications – we are developing other integrations – if you have a particular product you are using let us know.
We have a standard API to allow integration with other applications – the API is fully customisable.
Allow clients to access status of orders, invoices and purchasing history.
Allows you to record and plan maintenance which links to your production planning.