Anchor | ||||
---|---|---|---|---|
|
Search Optifacts User Documentation
Live Search | ||||
---|---|---|---|---|
|
Table of Contents (on this page)
Table of Contents | ||||
---|---|---|---|---|
|
Introduction
This document provides instructions for processing purchase order receipts and receiving lenses into inventory.
Procedure
From the Optifacts main menu:
Type 9 - Inventory and press enter.
Type 3 – Inventory Procedures and press enter.
Receive P.O.’s by Bar-code
- Type 4 – Receive P.O.’s (bar-code) and press enter.
The Purchase Receipts screen displays.
- Type the P.O. number from the packing list and press enter.
- If there is no P.O. number on the packing slip, type * to list open P.O.’s in the system.
- If a P.O. does not exist in the system, type NONE in both the P.O. Number and Ref. Number fields to enter product into the inventory system.
- Is this the correct P.O. (Y/N)?
- Type Y if correct
- Type N to continue the search.
Once the correct P.O. is shown on the screen:
- Enter a packing list number and press enter.
- Enter the number of SKUs (number of lenses) received in the box.
- Type or scan the SKU number.
- The number of lenses scanned (entered) will display below the entry.
- Press Escape when completed.
If the number of SKUs scanned does not match the number you entered as being received, you will see the following message:
If the number of SKUs scanned matches the number you entered as being received, you will see the following message:
- Correct number of SKUs? (B/Y/N)
- Type B to scan another box.
- Type Y to update inventory.
- Type N to discard the entry and select a new P.O.
If a SKU that was scanned was not found on the order, you will see the following message:
- Press any key to continue
The following message will be displayed.
Invoice Matching Report
- Press Y to print the Invoice Matching Report
- Press N to continue without printing the report.
Note: The report may also be printed from menu 9-2-15 Invoice Matching Report.
- Press any key to return to the Optifacts Lens inventory Procedures menu.
Receive P.O.’s manually
- Type 3 – Receive or Cancel P.O.’s and press enter.
The Purchase Order Receipts screen displays.
- Type the P.O. number from the packing list and press enter.
- If there is no P.O. number on the packing slip, type * to list open P.O.’s in the system.
- If a P.O. does not exist in the system, type NONE in both the P.O. Number and Ref. Number fields to enter product into the inventory system.
The P.O. displays.
- Are these items being cancelled (Y/N)?
- Type Y if the order is to be cancelled.
- Type N to continue with the receipt.
- Enter a packing list number and press enter.
The Items on the P.O. will be displayed on the screen.
- Enter the number of items to be received or leave the default number from the P.O.
- Type F1 to save the quantities
- Or, press Escape to exit.
- Continue until all items are received.
- Is this the correct number of lenses received (Y/N)?
- Type Y to receive the lenses.
- Type N to discard.
- Press Y to print the Invoice Matching Report
- Press N to continue without printing the report.
Note: The report may also be printed from menu 9-2-15 Invoice Matching Report.
- Press any key to return to the Optifacts Lens inventory Procedures menu.