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Introduction

This document provides instructions on how to match the quantity on hand (in the system) to the physical frame count in the inventory.

Procedure

Step 1 - Clear Inventory Forms

From the Optifacts main menu:

Type 12 – Frame-Parts Inventory and press enter.

Type 3 – Frame Cycle Counts and press enter.

Type 1 – Clear Inventory Forms and press enter.

The Frame Description Editor displays.

• Type F to clear frames and press enter.
• Type Y to continue and press enter.

Any existing old forms will be cleared.

• Press any key to continue.

Step 2 - Generate the Forms

• Type 2 – Physical Inventory Forms and press enter.

The Inventory Physical Form Generate screen displays.

• Type F and press enter.

• Type the starting bin location in the Bin Start field or type * to designate all bins and press enter.
• Type the ending bin location in the Bin End field or type * to designate all bins and press enter.
• Type Y in the Order by Bin Location? (Y/N) field and press enter.
• Type the beginning manufacturer code in the Begin Mfr field or type * to designate all mfr’s and press enter.
• Type the ending manufacturer code in the End Mfr field or type * to designate all mfr’s and press enter.
• Type the beginning frame name in the Begin Name field or type * to designate all frame names and press enter.
• Type the ending frame name in the End Name field or type * to designate all frame names and press enter.

The “Has the data been printed correctly (Y/N)” message displays.

• Type Y if correct 
• Type N to repeat the process.

Step 3 - Enter the Counts

• Type 3 - Physical Inventory Entry and press enter.
• Type the appropriate page number and press enter.
• Press Enter past the SKU field.
• Type the number of frames from the manual verification of physical inventory in the Counted field and press enter.

• The next SKU and frame data automatically displays.
• Repeat the process for all SKUs on the page.
• When all changes are complete, press Escape to return to the Optifacts Physical Inventory Menu.

Step 4 - Physical Count Variance

• Type 4 – Physical Count Variance and press enter.

• Output to Screen Only?
  • Type N to print the report
  • Type Y to view on screen.
• Report on Frame or Parts?
  • Type F to report on Frames.
• Printing complete, press Enter to return to the Optifacts Physical Inventory Menu.

Step 5 - Update the Inventory

• Type 5 – Update from Physical Form and press enter.

The Inventory Physical Update Routine screen displays.

• Type F to update Frames and press enter.

• Would you like to begin this procedure? (Y/N)
  • Type Y and press enter.
• When the update process is complete, press any key to continue.

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