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Introduction
This document provides instructions to perform an inventory transaction entry. This option allows all types of transactions that you can enter inventory adjustments or fixes directly. Typically, you would use this option to enter receipts and purchase orders or breakage.
Procedure
From the Optifacts main menu:
Select Option 9 - Inventory and press Enter.
Select Option 1 – Editor Utilities and press Enter.
Select Option 7 – Inventory Transaction Entry and press Enter.
The Inventory Transaction Entry screen is displayed.
- Enter the appropriate option.
- Adj - Adjusts quantity the on hand.
- Inc - Increments (increase or decrease) inventory. To decrease the inventory, you must use a ( - ) minus sign. You do not need a ( + ) plus sign to increase the inventory.
- Brk - Breakage – Decreases inventory.
- Short - Will place an order for the tray/order number you entered.
- D - $$ Discrepancy - Adjusts the value.
- Usg - Decrements inventory.
- Skip - If the manufacturer configuration is Usage, then it skips whatever amount you specify before ordering again.
- Tray/Order # - is a text field
- Default Qty – “Y” = 1, “N” = more than 1 unit.
- Type or scan the SKU, or enter the description details.
If you type or scan the SKU #, then the lens details populate automatically.
If you press Enter past the SKU # field, then you must enter all the relevant lens details.
- Enter the Transactions Units quantity.
The system searches for the lens details and applies the adjustment to the applicable SKU. A message displays at the bottom of the screen.
“Update SKU ########## Quantity = #”
Example of decrease in inventory:
If the SKU is Unknown
- Enter the lens details manually pressing Enter past each field.
Style - 5 characters, alpha/numeric.
- Enter the same style code as assigned to this lens in the Lens database.
Seg. Size - 2 characters, numeric.
- Enter the same seg size as assigned for this lens in the Lens database.
Material - 2 characters, alpha.
- Enter the same material as assigned for this lens in the Lens database.
Color - 3 characters, alpha.
- Enter the same color as assigned for this lens in the Lens database.
Ln Type - 2 characters, alpha/numeric.
- Enter the same type code as assigned for this lens in the Lens database.
Diameter - 3 characters, numeric.
- Enter the same diameter as assigned for this lens in the Lens database.
Base - 3 characters, decimal point, 2 characters, numeric.
- Enter the same base as assigned for this lens in the Lens database.
Add-U - 3 characters, decimal point, 2 characters, numeric.
- Enter the same upper add as assigned for this lens in the Lens database.
Add-L - 3 characters, decimal point, 2 characters, numeric.
- Enter the lower add for this lens as assigned in the Lens database.
Xtra-Th: - 1 character, numeric.
- Enter the same extra thickness, “0” for regular thickness, or “1” for extra thickness as assigned for this lens in the Lens database.
Mfr – 2 characters, alpha/numeric.
- Enter the same code as assigned for this lens in the Lens database.
R/L - 1 character, alpha.
- Enter “R” for the right lens or “L” for a left lens.
Transaction Units - 7 characters, numeric.
- Enter the transaction units for this lens.
Breakage Dept Code - 1 character, alpha/numeric. The system accesses this field only if you enter “B” Breakage in the Transaction Type field.
- Enter the breakage department code for this lens.
Transaction Dollars (Sales $ for Usage) - 6 characters, numeric. The system accesses this field only if you enter “U” Usage in the Transaction Type field.
- Enter the dollars for this transaction.
To view and download these instructions as a PDF file, click on the following document image.
View file name Inventory Transaction.pdf height 250