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Table of Contents (on this page)

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Introduction

This document provides instructions for creating a Purchase Order for stock replenishment or short orders, as well as printing and/or sending the orders.

Procedure

From the Optifacts main menu:

Type 9 - Inventory and press enter.

Type 4 - EOE Procedures and press enter.

The following screen displays: (This screen will display only if your lab is setup for multiple warehouses.)

  • Enter the applicable Warehouse ID and press enter.

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The EOE menu displays.

  • Type 8 – Automatic EOE and press enter.

The Automatic EOE screen displays.

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  • Type P (Purchase Advice)  to create only orders for stock replenishment, S (Short Advice) to create orders for specific jobs, or B (Both) to create both types of orders and press enter.

  • Type N and press enter.

  • The Current Order File (s) displays.

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  •  Type one of the following options and press enter:

    • Y - Send the file

    • N - Don’t send the file

    • M – Manual send

    • Q – Queue

    • V - Vweb (VisionWeb)

    • Press Escape to exit (Send later)

  • Enter the PO number (if applicable and not already filled in) and press enter 

  • Enter the Ship Via (if applicable and not already filled in) and press enter.

  • Type Y Rush or N Don’t Rush (if applicable and not already filled in) and press enter.

A message will display on screen indicating that the orders are being sent and then the EOE Menu will display.

Send Orders

To view sent files or send orders not previously sent.

  • Type 5 Send the order files and press enter.

The current order file displays.

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  • The order(s) that were previous sent, display as “sent”

  • Repeat the process as described above to send more orders.

EOE Check Menu

Check send status, print sent files or usage.

  • Type 6 and press enter.

The EOE Check Menu displays.

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  • Type 1 and press enter to look at received files on screen.
  • Enter the Mfr code and press enter.

  • Type 2 and press enter to print received files.
  • Enter the Mfr code and press enter

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  • Type 3 and press enter to print last successfully sent orders.
  • Type Y next to each Mfr that you want to print.
  • Type N to not print.

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  • Type 4 and press enter to print lenses yet to be received. (in transit)

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  • Type 5 to exit the EOE Menu