Everything you need to set up and run OpraOne.
Step-by-step guides on setting up your workspace, warehouses & stores, racks/shelves/bins, price books, approvals, website lead forms, and Opra AI.
Connecting Website Enquiries to Quotations & Orders
Publish embeddable lead forms on your website so new enquiries flow straight into your OpraOne workspace. When a lead is won, convert it to a customer in one click, create a quotation using your price books, and turn it into a sales order that deducts from your warehouse stock.
// Example: OpraOne Connected Order & Stock Flow
{
"workspace": "apex-industrial",
"lead_source": "website_lead_form",
"customer": "Brightline Retail Pvt. Ltd.",
"price_book": "Wholesale & Distributor",
"ship_from_warehouse": "Central Warehouse (Rack A2 / Bin 04)",
"lines": [
{
"product": "Industrial Valve V8 (50mm)",
"quantity": 120,
"tracking": "batch_fefo"
}
]
}Locations, Batches, FEFO & Serials
Map each warehouse or store into zones, aisles, racks, shelves, and bins. Track batch/lot numbers, earliest-expiry-first (FEFO) rules, and individual serial numbers.
Day-to-Day Books, Approvals & Opra AI
Track cash, bank, customer receivables, supplier payables, and a live P&L and Balance Sheet, backed by sequential approvals, before/after activity logs, and Opra AI.