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Table of Contents (on this page)

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Introduction

This document provides instructions for performin an inventory transaction.

Procedure


Coming soon.....


From the Optifacts main menu:                   ┌─────────────────────────────────────────┐                  
                   │          OPTIFACTS:                     │                  
                   │                MAIN MENU                │                  
                   │─────────────────────────────────────────│                  
                   │                                         │                  
                   │        1)  Accts/Receivable             │                  
                   │        2)  Backup Utilities             │                  
                   │        3)  Editor Utilities             │                  
                   │        4)  Order Entry                  │                  
                   │        5)  Report Generators            │                  
                   │        6)  Stock Pricing                │                  
                   │        7)  Tray Track                   │                  
                   │        8)  Blank Selection              │                  
                   │        9)  Inventory                    │                  
                   │        10) Management Functions         │                  
                   │        11) Retail Transfer              │                  
                   │        12) Frame Inventory              │                  
                   │        13) Exit Optifacts               │                  
                   │                                         │                  
                   │            Select Option: [  ]          │                  
                   └─────────────────────────────────────────┘                  

Type 9 - Inventory and press enter.

  • The Optifacts Lens Inventory Main Menu displays.
  • Type 1 – Editor Utilities and press enter.

  • The Optifacts Lens Inventory Editor Utilities Menu displays.
  • Type 7 – Inventory Transaction Entry and press enter.

    The Inventory Transaction Entry screen displays.

    +------------------------------------------------------------------------------+
    |                        INVENTORY TRANSACTION ENTRY                           |
    |                                                                              |
    |Trans Type.....:   (A-Adj I-Inc Adj B-Brk S-Short R-Recpt U-Usg K-Skip)       |
    |                                                                              |
    |                                                                              |
    |                                                                              |
    Image Added

    • Type the applicable option and press enter.
    Available Options:
      • Adj - Adjusts quantity on hand
      • Inc - Will Increment (increase of decrease) inventory
      • Brk - Breakage – will decrease inventory
      • Short - Will place order
      • Usg - Will decrement inventory
      • Skip - If manufacturer is set up to use usage then it will skip 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

    +------------------------------------------------------------------------------+
    |                        INVENTORY TRANSACTION ENTRY                           |
    |                                                                              |
    |Trans Type.....: A (A-Adj I-Inc Adj B-Brk S-Short R-Recpt U-Usg K-Skip)       |
    |Trans Date.....: 04/04/2013                                                   |
    |Tray/Order #...: 123         (Tray # OR Rx Order # OR P.O. # OR Reference #)  |
    |Default Quantity (Y/N):  N                                                    |
    |SKU #.....:            (Enter SKU # Or Press Return To Search By Description) |
    |Style.....:                   Breakage Dept Code.:                            |
    |Seg Size..:                   Transaction Units..:                            |
    |Material..:                   Transaction Dollars:                            |
    |Color.....:                   (Sales $ for Usage)                             |
    |Ln-Type...:                                                                   |
    |Diameter..:                                                                   |
    |Base......:                                                                   |
    |Cyl.......:                                                                   |
    |Add-U.....:                                                                   |
    |Add-L.....:                                                                   |
    |Xtra-Th...:                                                                   |
    |Mfr.......:                                                                   |
    |R/L.......:                                                                   |
    |Cen Thick.:      to                                                           |
    |                                                                              |
    +------------------------------------------------------------------------------+
      


















                                                                                  

    • Type the Transactions Units quantity and press enter

    +------------------------------------------------------------------------------+
    |                        INVENTORY TRANSACTION ENTRY                           |
    |                                                                              |
    |Trans Type.....: A (A-Adj I-Inc Adj B-Brk S-Short R-Recpt U-Usg K-Skip)       |
    |Trans Date.....: 04/04/2013                                                   |
    |Tray/Order #...: 123         (Tray # OR Rx Order # OR P.O. # OR Reference #)  |
    |Default Quantity (Y/N):  N                                                    |
    |SKU #.....:0091326082  (Enter SKU # Or Press Return To Search By Description) |
    |Style.....:SVST               Breakage Dept Code.:                            |
    |Seg Size..:                   Transaction Units..:        1                   |
    |Material..:P                  Transaction Dollars:                            |
    |Color.....:PAR                (Sales $ for Usage)                             |
    |Ln-Type...:NA                                                                 |
    |Diameter..: 65                                                                |
    |Base......:  2.50                                                             |
    |Cyl.......: -1.00                                                             |
    |Add-U.....:  0.00                                                             |
    |Add-L.....:  0.00                                                             |
    |Xtra-Th...:0                                                                  |
    |Mfr.......:HO                                                                 |
    |R/L.......:R                                                                  |
    |Cen Thick.: 2.00 to  2.00                                                     |
    |                                                                              |
    +------------------------------------------------------------------------------+
                                                                                    

    • The quantity is updated

    +------------------------------------------------------------------------------+
    |                        INVENTORY TRANSACTION ENTRY                           |
    |                                                                              |
    |Trans Type.....: A (A-Adj I-Inc Adj B-Brk S-Short R-Recpt U-Usg K-Skip)       |
    |Trans Date.....: 04/04/2013                                                   |
    |Tray/Order #...: 123         (Tray # OR Rx Order # OR P.O. # OR Reference #)  |
    |Default Quantity (Y/N):  N                                                    |
    |SKU #.....:            (Enter SKU # Or Press Return To Search By Description) |
    |Style.....:SVST               Breakage Dept Code.:                            |
    |Seg Size..:                   Transaction Units..:  2                         |
    |Material..:P                  Transaction Dollars:                            |
    |Color.....:PAR                (Sales $ for Usage)                             |
    |Ln-Type...:NA                                                                 |
    |Diameter..: 65                                                                |
    |Base......:  2.50                                                             |
    |Cyl.......: -1.00                                                             |
    |Add-U.....:  0.00                                                             |
    |Add-L.....:  0.00                                                             |
    |Xtra-Th...:0                                                                  |
    |Mfr.......:HO                                                                 |
    |R/L.......:R                                                                  |
    |Cen Thick.: 2.00 to  2.00                                                     |
                   Update SKU 0091326082 Quantity = 2                               
    +------------------------------------------------------------------------------+






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