Symbient Opta User Documentation
Topics
Home FAQ
Reopen Previously Closed Dashboard Widgets Live Chat with Your Organization Navigate & Search for Pages in the Menu See Your Upcoming Events for Today Update Your User Settings Enable 2-Factor Authentication New Header Icon
Create Customer Orders Add Items to Customer Orders Create an Invoice from a Customer Order Create Customer Order PDFs Search Customer Orders
Create Invoices Add Items to Invoices Capture Payments from Invoices Setup Repating Invoices Create Invoice PDFs Create Invoices from Customer Orders Search for Invoices
Create Received Payments Add Items to Received Payments Create Deposits from Received Payments Create Received Payment PDFs Search Received Payments
Create Deposits Create Deposit PDFs Search Deposits
Create Expenses Create Expense Types Add Items to Expenses
Pay Bills
Create Purchase Orders Add Items to Purchase Orders Search Purchase Orders
Add Items to a Refund
Bulk Load Companies & Business Customers Bulk Load Contacts & Individual Customers Bulk Load Products Build Your Bulk Load Lists
Manage Companies Add Companies
Company Overview Custom Fields
Manage Lists Add Lists Edit Lists Delete Lists
Predefined Lists
Manage My Company Add Employees Make Payments
Setup & Configuration
User Roles Predefined User Roles Assign User Roles Add User Roles Modify User Roles Delete User Roles
Vendors & Suppliers
Assets
Create Buyer Personas Delete Buyer Personas Search Buyer Personas
Create Contacts Custom Fields Delete Contacts Search Contacts
Add Quotes to Customer Deals Create Customer Deals Delete Customer Deals Search Customer Deals
Create Customers Custom Fields Delete Customers Search Customers Contacts for Customers
Create Customer Deal Stages Delete Customer Deal Stages Search Customer Deal Stages
Deals Dashboard Add Deals from Dashboard
Create Quotes Add Items to Quotes Delete Quotes Search Quotes
Departments Designations Documents Employees Org Chart Policy Manager Process Manager Requests Time Tracker Manager
Schedule and View Events Add Notes or Attachments to an Event View Calendars for Colleagues Third Party Calendars
Send Messages Within Opta Delete, Mark as Read, or Mark as Unread Messages View Sent Messages
Create Personal Notes
Log Time
Create and Manage To-Do Lists
Create Plans Add Items to a Plan Modify Items on Plans Delete Items from Plans
Create a Category Add Fields to a Category
Create Inventory
Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
Create Defects Add Notes to Defects
Create Milestones Add Tasks to Milestones Add Notes to Milestones
Project Types
Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
Create Tasks Add Attachments to Tasks Add Notes to Tasks View Related Tasks View Related Defects
Create Whiteboards Add Drawings to Whiteboards

How to Setup & Configure Symbient Opta

Prerequisites: None Alternatives: None See Also: None



Here the user can manage General, Accounting, Products, Services & Inventory features and lists used throughout Symbient Opta. All entries are from dropdowns or direct data entry.

There are three sections:



  1. The General section:
    1. Company(Required)
      1. Allows you to choose which company (If you have multiple companies) you wish to make these changes for.
    2. Request Type List (Optional)
      1. lets you select the default values available when your customers or users request things from your company.
      2. You can manage this list at Admin > List Manager.
  2. The Accounting section:
    1. Tax Rate(%)
      1. Allows you to enter a default tax rate that is used in all accounting transactions in Symbient Opta.
    2. Billing Period(Days) (Required)
      1. Allows you to enter the number of days when notification will be sent to the customers before invoices are due.
    3. Billing Grace Period(Days) (Required)
      1. Allows you to enter the default number of days when notifications are sent to customers after invoices are past due.
  3. The Products, Services and Inventory section:
    1. Product Status List
      1. Allows you to specify the default list of values available for selection by product statuses
    2. Service Status List
      1. Allows you to specify the default list of values available for selection by service statuses
    3. Inventory Status List
      1. Allows you to specify the default list of values available for selection by Inventory statuses
Copyright © 2024 Lucus Labs, LLC - All Rights Reserved