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OpteriX Workflows
India
เข้าร่วมเมื่อ 8 ก.พ. 2019
OpteriX Workflow Automation offers businesses simple cloud based software solutions.
A complete tour of Commissioning and After Sales Service on Opterix Workflows
Opterix Workflows offers one of the most detailed implementation for managing SITC projects and service. In this video we take a detailed look at the processes of commissioning and after sales service. Following areas are covered
1. Taking handover from projects and commissioning equipment
2. Starting warranty
3. Creating AMC quotations and starting AMC contract
4. Handling service requests for Warranty/AMC/Out of warranty customers
5. Handling routine service as per contract terms
6. Invoicing for AMC contracts, for out of warranty service delivered, spares delivered, etc
7. Handling service parts brought from the customer site for repair
8. Handling return of parts to OEM in case of replacement of parts under warranty
9. Setting up teams for carrying out service activities
10. Looking up service history for a customer, or a technician or even a machine under our care.
Please share your feedback here or feel free to reach out directly. Our website is opterix.in
1. Taking handover from projects and commissioning equipment
2. Starting warranty
3. Creating AMC quotations and starting AMC contract
4. Handling service requests for Warranty/AMC/Out of warranty customers
5. Handling routine service as per contract terms
6. Invoicing for AMC contracts, for out of warranty service delivered, spares delivered, etc
7. Handling service parts brought from the customer site for repair
8. Handling return of parts to OEM in case of replacement of parts under warranty
9. Setting up teams for carrying out service activities
10. Looking up service history for a customer, or a technician or even a machine under our care.
Please share your feedback here or feel free to reach out directly. Our website is opterix.in
มุมมอง: 71
วีดีโอ
Project Execution on Opterix Workflows
มุมมอง 2072 หลายเดือนก่อน
Opterix offers a complete package for managing SITC projects. Watch how Opterix enables a robust project execution process with automatic reconciliation. Work is coordinated across departments with clear communications, and actionable data. See how the Project Control Sheet gets automatically updated at every step of the project. This video covers the project execution phases - 1. Material plan...
Complete HVAC Sales Cycle on Opterix Workflows
มุมมอง 2382 หลายเดือนก่อน
Opterix Workflows offers an easy set of process flows to convert a sales enquiry into an order and from there to plan manpower and material to get the project going reliably. Watch me present each step in great detail. Opterix will ensure maximum productivity for your team, while ensuring high quality of work and excellent documentation.
Receiving Goods with Serial numbers
มุมมอง 252 หลายเดือนก่อน
Watch how Opterix makes inventory management more effective. In this video, we receive goods against a PO. In case of goods where a serial number needs to be maintained in the system, Opterix presents a simple way to enter the serial numbers. A QR code is generated automatically. You can proceed to print stickers with QR codes. These stickers will help you track equipment through its journey of...
Supplier Enquiries & Purchase Orders
มุมมอง 1202 หลายเดือนก่อน
Opterix Workflows deliveries the best practices in the industry to your company. Watch me present how purchase orders are made. We start by floating enquiries for the products we need. Suppliers respond with their offers. We compare those offers, and pick the best for our purpose. Purchase orders are generated based on the approved offer.
Opterix Workflows - Overview of the user interface
มุมมอง 1007 หลายเดือนก่อน
Opterix Workflows is the modern way of building business software. Everything in it is designed for easy customization. Watch me present an overview of its user interface. Opterix offers the following features in all its implementations 1. Each user gets to see only functionality matching with their profile. 2. Choose from dark or light mode. Set your own preferred fonts. 3. Search to make it e...
Follow ups made easy with Opterix Workflows- हिन्दी में
มุมมอง 26711 หลายเดือนก่อน
follow up किसी भी बिजनेस का जरूरी काम है। देखिए Opterix में ये काम आसान हो जाता hai। आप ना सिर्फ समय पर follow up करते हैं, ब्लकि पूरी तैयारी के साथ follow up करते है। ये follow up process किसी भी follow up के लिए कर सकते हैं । enquiries, orders, payments, tasks, वगैरह ।
Follow-ups made easy with Opterix
มุมมอง 4711 หลายเดือนก่อน
Timely follow-ups are crucial for success in any business. Opterix makes sure that you not only remember when to follow-up, but it also presents a full history of discussions held on the topic, so that you do your follow-up fully prepared. Watch this example of how sales enquiries can be followed up. The same method is available for follow-up on any other topic including invoices, deliveries, s...
Creating Purchase Orders based on Bill of Material
มุมมอง 44ปีที่แล้ว
Easily create purchase orders based on bill of material. In cases where the purchase units are different from the sale units, as in the case of Copper Tubes in the example shown, Opterix automatically converts between the units correctly. This way of making purchase orders is suited for contracting projects, where material is purchased separately for each project.
ऑप्टेरिक्स में एटेंडेन्स - Attendance in Opterix explained in hindi.
มุมมอง 57ปีที่แล้ว
Opterix offers a simple to use GPS based attendance system. Attendance needs to be entered twice daily. Sign in to mark start of the day. Sign out to mark end of the work day. Only upon sign out, the day is counted, over time hours calculated, and salary earned computed. So, it's important to sign in and sign out, both.
Technician's job made easy by Opterix (Hindi)
มุมมอง 131ปีที่แล้ว
Watch how easily technicians can report their work and generate a detailed service report. the service report is instantly emailed to the customer. A copy of the report stays permanently in your records.
Making purchase orders
มุมมอง 34ปีที่แล้ว
Opterix makes it easy to create supplier orders and to track them until they have been completely delivered. Watch this demo to see how it's done.
Setting up inventory for the first time
มุมมอง 39ปีที่แล้ว
To get started with Opterix for inventory management, the first step is to set the inventory levels for each item present in your warehouse. Once the initial levels of the stock have been set and you start using the system for receiving good and making deliveries, the stock levels are automatically adjusted to match the physical quantities of these items. This easy to use material management pr...
Getting started with Opterix
มุมมอง 47ปีที่แล้ว
If you are new to Opterix, watch it to get a quick introduction to the platform. See how new employees can be added. Also introducing our new help section. There is a growing library of help videos that will guide you to actions available in the platform.
Delivering material to projects where a BOM is available
มุมมอง 42ปีที่แล้ว
For store managers, the best practice is to issue material in response to a material request. But if your project team does not request material using Opterix, you can still make deliveries on Opterix. In this demo we see how Opterix automatically picks all items in the project BOM and presents to the store. Store only has to enter the quantities and save. This method of useful for situations w...
Create accurate and well formatted invoices automatically with Opterix Workflows
มุมมอง 24ปีที่แล้ว
Create accurate and well formatted invoices automatically with Opterix Workflows
Defect free deliveries with Opterix Workflows
มุมมอง 41ปีที่แล้ว
Defect free deliveries with Opterix Workflows
Enquiry to quotation within minutes right from your mobile
มุมมอง 123ปีที่แล้ว
Enquiry to quotation within minutes right from your mobile
Field service work made easy with Opterix Workflows
มุมมอง 96ปีที่แล้ว
Field service work made easy with Opterix Workflows
Inventory Management for Projects & Manufacturing
มุมมอง 94ปีที่แล้ว
Inventory Management for Projects & Manufacturing
Seven Reasons to Pick OpteriX for Service
มุมมอง 1582 ปีที่แล้ว
Seven Reasons to Pick OpteriX for Service
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Are you providing service in Andhra Pradesh?.
Hi Mr. Bala Subramanyam.. Thanks for asking. Yes, we offer our services all across India. And soon internationally also. Regards Ravi
Can you customize it as per our needs
Hi Mr. Rajnish, thanks for asking. Yes, our solutions are customized as per needs of our customers. The workflow, reports, reminders, access controls etc can all be customized to offer the most suitable solution to your organization. Please write to ravi@ProductRx.com to discuss this further. Thanks Ravi
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