# Opto Reviews
**Vendor:** OptoLogistics  
**Category:** [Discrete ERP Software](https://www.g2.com/categories/discrete-erp)
## About Opto
Opto Enterprise is a comprehensive, customizable Enterprise Resource Planning (ERP) software solution designed to streamline and enhance the operations of small to medium-sized manufacturers. By integrating various business processes into a single, centralized platform, Opto Enterprise enables real-time data access and management, facilitating informed decision-making and improved operational efficiency. The software's modular design allows businesses to select and implement only the features they require, ensuring a tailored solution that evolves with their growth. Key Features and Functionality: - Sales & Service Solutions: - Contact Management: Maintain detailed records of customer and supplier interactions, transactions, and trends. - Estimating & Quoting: Generate accurate quotes swiftly and manage sales conversions effectively. - Invoicing: Facilitate invoicing post-sale or dispatch, supporting multiple company or division invoicing. - Purchasing: Monitor purchased goods and delivery schedules efficiently. - Point of Sale (POS: Conduct over-the-counter sales with integrated barcode reader support. - Inventory & Operations Solutions: - Bill of Materials (BOM: Create multi-level BOMs encompassing parts, materials, labor, work centers, and processes. - Job Management: Convert factory orders into jobs, print job cards, and oversee all build processes. - Inventory Management: Track product levels in real-time, set reorder reminders, and manage inventory across multiple warehouses or sites. - Production Scheduling: Schedule jobs at the work center level and integrate with time clocking systems. - Order Management: Streamline the picking, packing, and dispatching of warehouse products. - Data & Administration Solutions: - Reporting: Access detailed reports on all business aspects for comprehensive analysis. - Resource Management: Manage employee shifts, working hours, and schedules effectively. - Financial Export: Export data in real-time to leading accounting packages for seamless financial management. - System Security: Protect sensitive data and control user access levels to ensure data integrity. - Time Clocking: Capture employee working hours in real-time directly from the work floor. - Quality Management: Achieve ISO accreditation through proper document management practices. Primary Value and Problem Solving: Opto Enterprise addresses the complexities faced by manufacturers in managing diverse business processes by offering an integrated, real-time ERP solution. By consolidating sales, inventory, production, and administrative functions into a single platform, it eliminates data silos, reduces manual errors, and enhances operational visibility. This integration leads to improved efficiency, cost reduction, and the ability to make informed decisions swiftly. The software's modular nature ensures that businesses can adapt the system to their specific needs, avoiding unnecessary expenditures on superfluous features and allowing scalability as the business grows. Ultimately, Opto Enterprise empowers manufacturers to optimize their operations, respond agilely to market demands, and maintain a competitive edge in their industry.






- [View Opto pricing details and edition comparison](https://www.g2.com/products/opto/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-19+09%3A06%3A26+-0500&secure%5Bsession_id%5D=4cfea9f5-6d2a-4b0a-8329-66a5d08f6e3a&secure%5Btoken%5D=0e32f67f53256f3930f6e482bbfd1b3b449e0fce0abd0ce8d3eed6f3bdb81c30&format=llm_user)

## Opto Features
**Accounting**
- Chart of Accounts
- AP Automation
- AR Automation
- Journal Entries
- Tags & Dimensions
- Cash Management
- Payment Batches
- Payments Scheduling
- Payment Settlements
- Payment Methods

**Accounting**
- AP Automation
- AR Automation
- Audit Trail
- Budgeting / Forecasting
- Collections Automation
- Financial Statements
- Invoice Customization
- Journal Entries
- Monitor Cash Positions
- Multi-Entity / Consolidation
- Payment Processing
- Recognition Rules
- Reconciliations
- Tags / Dimensions
- Payments Scheduling
- Payment Batches
- Payment Settlements 
- Payment Methods

**Inventory & Warehouse**
- Inventory Tracking
- Inventory Costing
- Product Master
- Inventory Forecasting
- Integrations

**Back Office**
- Allocation
- Asset Register
- Lean Management
- Maintenance
- Organization Management
- Payroll
- Portfolio Mix
- Purchase Orders
- Requisition
- Shift Scheduling
- Sourcing
- Status
- Time & Attendance Tracking
- Warranty Management

**Purchasing**
- Demand
- Purchase Orders
- In Transit
- Receiving

**Front Office**
- ATP
- Checkout Process
- Configuration Rules
- Contact & Account Management
- Customer Portal
- Field Service Booking
- Field Service Dispatch
- Product & Price List Management
- Product Catalog
- Promotions and Discounts
- Quote & Order Management
- Returns / Refunds
- Storefront Design Tools
- Territory & Quota Management
- Tickets
- Visual Configuration

**Sales & Marketing**
- Customer Master
- ATP
- Order History
- Returns
- Credit Limits
- Pricing & Discounts

**Integration**
- Breadth of Partner Applications
- Data Import and Export Tools
- Integration APIs

**Manufacturing**
- WIP
- Work Orders
- MRP
- BOM
- MPS
- Shop Floor

**Logistics**
- Centralized Inventory Database
- In Transit
- Inventory Forecasting
- Inventory Pricing and Costing
- Inventory Reporting
- Inventory Tracking / Ordering
- Picking Methods
- Picking Planning
- Receiving
- Shipping Options

**Quality Management**
- Inspections
- Rework
- Waste
- Defects

**Platform**
- Customization
- Internationalization
- Output Document Generation
- Performance and Reliability
- User, Role, and Access Management
- Workflow Capability

**Distribution**
- Picking & Packing
- Shipping
- Tracking

**Production**
- BOM
- Defects
- Identify Demand
- Inspections
- Manage Resources
- MPS
- MRP
- Production Plans
- Rework
- Shop Floor
- Waste
- WIP

**HR**
- Payroll
- Workforce Management
- Time & Attendance

**Reporting & Analytics**
- Custom Reporting
- Dashboards
- Integration

**Generative AI **
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - ERP Systems**
- Decision Making

**Agentic AI - Discrete ERP**
- Cross-system Integration
- Natural Language Interaction
- Decision Making

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