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Introduction
This document provides instructions on how to create, edit, print, and receive a frame purchase order.
Procedure
Create Purchase Order
From the Optifacts main menu:
Type Select Option 12 - Frame-Parts Inventory and press enterEnter.
Type Select Option 4 - Frames Ordering and press enterEnter.
Type Select Option 1 - Purchase Advise Advice Report and press enterEnter.
The Purchasing Advise Advice Report screen displays.
The system will first check checks if there is a frame order in process. If a frame order exists, a new Purchase Advise Advice Report for Frames will not won’t be allowed to run until the existing order is printed prints and clearedclears.
- Type P
Enter ‘P’ to print the report or
type Senter ‘S’ to view on the screen
and press enter.
- Type M
Enter ‘M’ to print in order of Mfr or
O‘O’ to print in order sequence
and press enter.
If M ‘M’ to print in order of Mfr is selected, the prompts in the following prompt wills diagram display.
- Type D
Enter ‘D’ to order by Frame Description or
T‘T’ to order by Tray Number
and press enter.
- Type S
Enter ‘S’ to order Shorts or
U‘U’ to Order by Usage
and press enter.
If O ‘O’ to print in order sequence is selected, the prompts in the following prompt will diagram display.
- Type S
Enter ‘S’ to order Shorts or
U‘U’ to Order by Usage
and press enter.
Create a frame order file for editing/printing? (Y/N)
- Type Y
Press ‘Y’ and press
enterEnter.
The report will print prints or display displays on the screen depending on the selected option.
Once printed, The Optifacts Frame Order Menu displays.
Edit Frame Order
Type Select Option 2 – Edit Frames Order and press enterEnter.
The frame order displays indicating the quantity on order for each SKU.
Press the + (plus sign) to increase the quantity.
The New Quantity will increase increases by 1 each time the + sign is pressed.
Press the – (minus sign) to decrease the quantity.
The New Quantity
will decreasedecreases by 1 each time the - is pressed.
Press
F‘F’ to find
aan SKU within the order.
- Type
Enter the SKU number
and press enter.
The system
will locatelocates the SKU if it exists and
will be indicatedindicates it by the < > arrows on the screen.
If you do not know the SKU number, press I to display more search fields.
- This
The list allows you to search by SKU, UPC, Frame Mfr, Division, Line, Color, Frame A, Frame DBL, Temple Sz, or Frame Description.
You
manymay use as many or as few of the fields as you want to perform the search.
If you leave a search field blank, the system will open opens a listing where you may to select the item you are looking for. .
Info |
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For example: at the Line field, press |
Enter to display a list of all the frames within the previous search criteria you |
Entered. In the example below, we pressed |
Enter past the SKU, UPC, Frame Mfr, and Division fields, then |
press Enter on the Line field. The following line listing displayed: |
Continue to make selections from the listings as you move through the
nextfields. The results displayed
will beare based upon the previous selections. In the following example, we chose Admiral-H. The available colors for that frame
are showndisplay in the Color listing.
Once
Once you
have made allcompleted the selections, the frame
will displaydisplays as a line item in the Frame Order Editor section
of the screen.
Press the + (plus sign) to increase the quantity.
The frame will be gets added to the order.
Press
“‘?
”’ to view other short keys that you can
be useduse within the Frame Order Editor.
- When
Once all the changes
have been madeare complete, press Escape.
Do you want to save these quantity changes (y/n)?
- Type Y
Press ‘Y’ to save the changes.
- Type N
Press ‘N’ to discard.
Once complete, the Optifacts Frame Order Menu displays.
Print Frame Order
Type Select Option 3 – Print Frame Order and press enterEnter.
- Type P
Enter ‘P’ to print the report or
S‘S’ to view on screen
and press enter.
- Type M
Enter ‘M’ to print in order of Mfr or
O‘O’ to print in order sequence
and press enter.
- Type D
Enter ‘D’ to print by frame description or
T‘T’ to print in order of tray number
and press enter.
Clear the order file? (Y/N)
- Type Y
Press ‘Y’ to clear the file after printing.
- Type N
Press ‘N’ if you do not want to clear the file.
Once complete, the Optifacts Frame Order Menu will displaydisplays.
Receive Frame Order
TypeSelect Option 4 – Receive Frame Order and press
enterEnter.
The Frame PO List displays.
The
selected PO is indicated by the< > arrows indicate the selected PO on the left and right
sidesides of the screen.
Use the up and down arrow keys to select a different row.
Press 'S' to select a Frame PO.
The Frame PO Information displays.
- Type
Enter the quantity to be received, or leave the default quantity, which
would beis equal to the quantity ordered.
- Type
Enter or scan the
Frameframe UPC
and press enter.
The UPC and quantity received is are moved to the UPC Received section of the screen.
Press Escape to return to the
"Enter“Enter the
qty"qty” field and continue to receive the rest of the purchase order.
When all of the UPC codes are entered, press Escape twice to return to the Optifacts Frame Order Menu
Press Escape twice to exit once you’ve completed entering all UPCs.
Error MessagesYou may see some error message as
As shown in the following 2 diagrams, you may see some error message if the UPC is not valid or the UPC
enteredEntered is not on the selected purchase order.
Frame Received Report
Type Select Option 5 – Frame Received Report and press enterEnter.
The Frame PO List displays.
- The < > arrows indicate the selected PO is indicated by the < > keys on the left and right side sides of the screen.
- Use the up and down arrow keys to select a different row.
Press 'S' to select a Frame PO.
The Frame Received Report displays.
- To To adjust the quantity received, press R‘R.’
- Type Enter the new quantity and press enter.
The Received quantity will be gets changed.
- Type C Press ‘C’ to cancel any remaining line items.
The You can see the number of line items flagged as cancelled will be shown canceled in the Cancelled column.
- Press Escape when all adjustments are completedcomplete.
If any line items have been cancelledget canceled, the following message will displaydisplays:
Auto“Auto Cancel has been selected. PO will be CLEARED. Do you want to continue (y
?/n)?”
- Type Y Press ‘Y’ to continue.
- Type N Press ‘N’ to return to the Frame Order Menu.
Info |
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*** If you selected N, the adjustments to the number received will be get saved, but the number of cancelled canceled items will be gets cleared. *** |
Do you want to print the PO (y/n)?
- Type Y Press ‘Y’ to print the report.
- Type N Press ‘N’ to discard.
Did Frames Received Report Print (y/n)?
- Type Y Press ‘Y’ to return to the Optifacts Frame Order Menu.
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To view and download these instructions as a PDF file, click on the following document image.
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