Opera 3 Supply Chain

Complete control over your ordering process

In Opera 3, Purchase Orders, Invoices, Delivery Notes and Statements can be batch created as PDFs and e-mailed directly from within the system using Supply Chain Management.

Integrate sales, purchasing and stock with financial management to automate the delivery of customer orders with effective stock management. Respond to demand for products and pricing quickly and effectively to maintain customer loyalty and customer satisfaction, and you have the complete control required to manage the supply chain management aspects of your business.

"Supply chain management has been extremely useful within the company. It tells the production people what to make, how to make it, how many to make and when we want it by"
Shirley Harris, Managing Director, LF Harris

Stock Control

Designed to simplify the way you manage the stock requirements of your business. Supporting various costing methods, it tracks your stock movements – even across multiple warehouses. Quarantine warehouses can be used to inspect goods prior to them being moved into stock and you can also apply different cost and selling prices for each warehouse, allowing you to arrange your stockholding how you like.

Stocktake

Stock takes are an important part of maintaining the accuracy of a stock control system. Knowing that your stock levels are accurate means that you can take sales orders from your customers, confident that your delivery dates will be met. It also means that your stock holding accurately reflects your requirements so your purchasing and manufacturing decisions are made based on your actual stock positions. This reduces the need to hold expensive excess stock, improving cash flow and potentially reducing insurance cover.

Sales Order Processing

Generates sales documents, applies customers’ special price lists, discounts and credit limits. Also provides back to back order processing facilities when circumstances dictate, as well as part-progression of sales documents. Allocation and picking provides even greater control over the sales and delivery cycle.

Purchase Order Processing

Generates purchase documents through to supplier invoices, whilst the re-order facility assists in maintaining and controlling stock at their optimum levels. Multiple supplier documents can be optimised, creating one document for progression to a purchase order. Matching of receipts and supplier invoices back to the purchase order provides tighter control over stock and financial management.

Bill Of Materials

Provides fast and accurate manufacturing information including work in progress, assembly structure detail, where used or assembly cost reports and batch/serial item location from works orders. It features automatic work order generation from sales orders, batch works order progression and a comprehensive enquiry facility. Assembly structures can be simple or complex, including sub assemblies and components such as raw materials, labour or description only. The kitting function allows further flexibility by enabling works orders to be raised and receive the build quantity of the finished assembly into stock in a single process.

Purchase Order Processing

Generates purchase documents through to supplier invoices, whilst the re-order facility assists in maintaining and controlling stock at their optimum levels. Multiple supplier documents can be optimised, creating one document for progression to a purchase order. Matching of receipts and supplier invoices back to the purchase order provides tighter control over stock and financial management.

  • Unlimited Stock Records: Create unlimited records with extended description, sell and cost price, sale and next price, stock category, sales and supply code analysis and links to multiple warehouses.
  • Multi-Warehouse: Create multiple warehouses. Define movements, cost and sell price, minimum stock and re-order levels for individual stock items.
  • Traceability: Stock items can be serial or batch traceable with traceable history for up to 999 months.
  • Stock Valuation: Value stock by a variety of methods, including FIFO by transaction cost, warehouse last cost and average cost.
  • Receipts & Returns: Goods Received Note and Return to Vendor document processing.
  • Transfers: Transfer stock from one warehouse to another or one to many warehouses, using a distribution table.
  • Profiles: Group stock items together, including stock holding, costing, traceable and issuing information.
  • Integration: Real time or batch update to the Nominal Ledger. Automated and seamless integration to all other Supply Chain Management applications for complete stock management.
  • Enquiry: Detailed enquiry facilities with criteria selection for specific results. Full transaction drilldown at stock record and warehouse level.
  • User Definable Views:  Define stock views with up to six levels of analysis with criteria filtering, graphical representation and transaction drilldown. Also includes easy export to Microsoft Excel.
  • Global Price Changes: Perform global changes of cost or sell price for stock items, categories or warehouses, by value or percentage.
  • Attachments: Attach notes, memos, files or images to stock items.
  • Comprehensive Reporting: An extensive range of reports are provided as standard.
  • Customisable: Stock Control can be customised to suit the specific requirements of your business.
  • Context Sensitive Help: Comprehensive and easy to use Help facilities.
  • Multi-level: Create multi-level structures, with unlimited components per level and sub-assembly definition (including phantom).
  • Work in Progress: Control the progression of Works Orders from creation to completion, including interim stages, allocation, issue and return of components.
  • Automatic Works Order: Generate Works Orders based on warehouse stock re-order levels, or as a result of a back-to back Sales Order.
  • Works Order Movements: Control the movement of components in relation to assembly structure and build method required.
  • Works Order Progress: Allows batch progression of Works Orders to all Work in Progress stages Includes Works Order detail drilldown and materials list.
  • Kitting: Option to raise and complete a Works Order in one process, resulting in the immediate uplift of stock. Definable per assembly.
  • Modify Structure: The structure of the assembly can be modified per Works Order, to allow for specific customer requirements or component substitution.
  • Traceability: Create batch or serial number traceable assembly structures, including traceability at component level.
  • Integration: Seamless integration with Stock and optional links to SOP and Costing.
  • Assembly Cost Update: Keep build costs up to date in relation to fluctuating component stock prices.
  • Attachments: Attach notes, memos, files or images to assembly records.
  • Enquiry: Detailed enquiry facilities with criteria selection for specific results, including Works Order detail drilldown and materials list.
  • Comprehensive Reporting: An extensive range of reports are provided as standard.
  • Customisable: Bill of Materials can be customised to suit the specific requirements of your business.
  • Context Sensitive Help: Comprehensive and easy to use Help facilities.
  • Document Processing: Create Documents containing products, non-stocked items and description only lines. Supplier discounts are automatically applied where applicable.
  • Order Processing: Create Purchase Orders containing products, non-stocked items and description only lines. Supplier discounts are automatically applied where applicable.
    Optimise Individual lines from multiple Documents against one supplier can be optimised together to create one Document.
  • Models: Define template Documents or Orders against supplier records to be used as the basis for a new Document or Order. Quantities may be amended and lines may be added or removed.
  • Re-Order: The re-order function creates Documents or Purchase Orders based on stock or warehouse re-order quantities
  • Find Document: Search and locate Purchase Documents or Orders from any supplier record.
  • Match: Receipts of goods can be matched to the original Purchase Order quantities. Supplier Invoices can be matched to the Order or the Goods Received Note (GRN).
  • Satisfy: Manually satisfy Orders that a supplier is unable to fulfil, therefore making them complete.
  • Supplier Product File: Contains information such as cost price, lead time, economic order quantity and vendor rating, to assist with Order processing and the Re-order functions.
  • Definable Document References: User-defined, self-incrementing Document and Purchase Order references. Option available to allow user input of Purchase Order reference if required.
  • Integration: Seamless integration with Costing, SOP, Stock, PIR and Purchase Ledger.
  • Global Price Changes: Perform global changes of cost prices for supplier products by value or percentage.
  • Comprehensive Reporting: An extensive range of reports are provided as standard.
  • Customisable: POP can be customised to suit the specific requirements of your business.
  • Context Sensitive Help: Comprehensive and easy to use Help facilities.
  • Document Creation: Caters for Sales Documents, Pro-formas, Quotations, Orders, Deliveries, Invoices and Credit Notes.
  • Document Progression: Progress Documents to the required stage without the need to re-key information. Full edit facilities are also available prior to Invoice.
  • Discounts: Define line, quantity break and chain discount tables, for an individual or group of customers. Discounts and special prices are automatically applied when processing Sales Documents.
  • Special Prices: Define special price lists with sale price, next price and quantity breaks, for an individual or group of customers.
  • Batch Processing: Process multiple Documents by account, route or warehouse. An option to consolidate multiple Orders to one Delivery note and Invoice is also available.
  • Repeat Invoice: Process repeat or contract invoices in batches by customer and due date, determined by contract dates and frequency, eg monthly, quarterly, annually, weekly.
  • Part Processing*: Part progress documents on a line by line basis to the required stage, eg customer call-off orders.
  • Model Quotes: Create template Quotes against customer accounts for progression to Orders. Quantities can be changed and lines added or removed if required.
  • Definable Document References: User-defined, self-incrementing Document references. Option available to allow user input of Order, Delivery and Invoice references.
  • Integration: Seamless integration with Costing, Stock, Sales and Nominal Ledgers.
  • Global Price Changes: Perform global changes of sell, sale or next price for price lists or warehouses by value or percentage.
  • Document Find: Search and locate Sales Documents (Pro-formas, Quotations, Orders, Deliveries, Invoices and Credit Notes) from any customer record.
  • Allocation*: Define stock to Order allocation criteria that best suits your company stock management policy. Pick lists can be produced automatically after allocations have been confirmed.
  • Picking*: Produce picking lists based on allocated stock levels or outstanding Order quantities. Pick lists can be ordered by customer, route, warehouse or bin location.
  • Back to Back*: From SOP, immediately generate Purchase Orders or Documents in POP, and Works Orders in BOM. Alternatively, use back to back processing facilities in POP or BOM to batch process requests.
  • Comprehensive Reporting: An extensive range of reports are provided as standard.
  • Customisable: Invoicing or SOP can be customised to suit the specific requirements of your business.
  • Context Sensitive Help: Comprehensive and easy to use Help facilities.

* Sales Order Processing only

TMB Privacy Policy

Why do we hold personal data?

Like any business, TMB Group has to keep personal data about staff, clients and potential customers. When you fill in the contact form on our website, for example, we need to keep a record so we can get back to you. Data is also held so we can deliver our services and so we can provide useful information, such as security update news.

What data do we keep?
Depending on our relationship with you, we’ll hold information such as your first and last names, your email address, your phone number and your postal address. We will also possibly have details about your business and those who work for you. If you’re a customer, then we may have some of your banking detail so we’re able to accept payments for the services we provide.

How is your data stored?

As a responsible IT company, TMB stores personal data on secured computer systems. Anything that is archived will be placed on encrypted drives.

We do use third-party customer management software, Autotask, which means data may be stored on their servers, but only the data we need to deliver our services. The same goes for the Microsoft services we use, such as Word, Excel and PowerPoint, which store information on Microsoft’s cloud servers. We also use Mailchimp for marketing purposes: to send emails and to manage subscriber lists.

These third parties are not permitted to share your data or to use it for marketing purposes. You can find Autotask’s privacy policy here: https://www.autotask.com/privacy-policy. Microsoft’s privacy policy for Office 365 is here: https://www.microsoft.com/online/legal/v2/?docid=43. Mailchimp’s policy is here: https://mailchimp.com/legal/privacy.

How long do we keep your data?

We will keep your data in our systems until it is no longer relevant to our business, but you can request that we remove or update it at any time. We will also inform any relevant third parties of your request.

Access to your information

The key thing to remember is that your data belongs to you. That means you can request copies of your personal data any time you like, or to access and update it. You also have the right to be forgotten, so if you ask that we delete your data, we will do so or provide a valid reason why we are unable to. We will, of course, require proof of your identity before addressing any such request.

Depending on your request, your information may be provided to you electronically. In such cases, it will be provided in a commonly used format.

Unsubscribing and deletion

Unsubscribing is not the same as a request for us to delete personal data. If, for example, you unsubscribe from a mailing list, it is necessary to keep your email address on record to prevent marketing email from being sent to you. If we were to delete that information, we would have no way to tell if you have unsubscribed. Nevertheless, you still have the right to request erasure of your personal data.

Your right to complain

If, for any reason, you are unhappy with the way your personal data is treated by us, you have the right to complain to a supervisory authority. In the UK, that would be the Information Commissioner’s Office (ICO).

Website analytics

Anyone who visits our website will automatically have data about them collected via Google Analytics. This gives us broad information about what people are doing on our website and which pages they are looking at. It does not provide us with personal information that could be used to identify individuals.

Cookies

Cookies are small text files that web browsers receive from websites. They are stored on your computer, and they enable sites to do things like remember if you’ve visited before, if you’re a customer, what your preferences are and so on. You are entitled to view our website without them, but you may lose this kind of functionality if you do so.

International data transfers

Information that we collect may be stored and processed in and transferred between any of the countries in which we operate in order to enable us to use the information in accordance with this privacy policy.

Data controllers and processors

TMB is the controller for marketing activity and personal data/special category data we hold on our own employees, but we are the processor when processing our customers’ personal data (e.g. buying a licence for a named individual).  We  may use sub-processors for processing data given to us by customers.

What we won’t ever do is sell your data. And if you sign up to our mailing list, you’ll only receive marketing material from TMB as a result – no one else.

For any questions regarding your data, contact TMB’s technical director, Richard Shuker, at [email protected] or write to us at A1 Endeavour Business Park, Penner Road, Havant, Hampshire, PO9 1QN..