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Table of Contents (on this page)

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Introduction

This document provides instructions on how to create, edit, print and receive a frame purchase order.

Procedure

Create Purchase Order

From the Optifacts main menu:

Type 12 - Frame-Parts Inventory and press enter.

Type 4 - Frames Ordering and press enter.

Type 1 - Purchase Advise Report and press enter.

The Purchasing Advise Report screen displays.

The system will first check if there is a frame order in process. If a frame order exists, a new Purchase Advise Report for Frames will not be allowed to run until the existing order is printed and cleared.

  • Type P to print the report or type S to view on screen and press enter.
  • Type M to print in order of Mfr or O to print in order sequence and press enter.

If M to print in order of Mfr is selected, the following prompt wills display.

  • Type D to order by Frame Description or T to order by Tray Number and press enter.
  • Type S to order Shorts or U to Order by Usage and press enter.

If O to print in order sequence is selected, the following prompt will display.

  • Type S to order Shorts or U to Order by Usage and press enter.

  • Create frame order file for editing/printing? (Y/N)
    • Type Y and press enter.

The report will print or display on screen.

Once printed, The Optifacts Frame Order Menu displays.

Edit Frame Order


Type 2 – Edit Frames Order and press enter.

The frame order displays indicating the quantity on order for each SKU.

  • Press the + (plus sign) to increase the quantity.

The New Quantity will increase by 1 each time the + is pressed.

  • Press the – (minus sign) to decrease the quantity.
    • The New Quantity will decrease by 1 each time the - is pressed.


  • Press F to find a SKU within the order.
    • Type the SKU number and press enter.
    • The system will locate the SKU if it exists and will be indicated by the < > arrows on screen.

  • If you do not know the SKU number, press I to display more search fields.
    • This allows you to search by SKU, UPC, Frame Mfr, Division, Line, Color, Frame A, Frame DBL, Temple Sz, or Frame Description.
    • You many use as many of the fields as you want to perform the search.

If you leave a search field blank, the system will open a listing where you may select the item you are looking for. For example: at the Line field, press enter to display a list of all the frames within the previous search criteria you entered. In the example below, we pressed enter past the SKU, UPC, Frame Mfr and Division fields, then pressed enter on the Line field. The following line listing displayed:

  • Continue to make selections from the listings as you move through the next fields. The results displayed will be based upon the previous selections. In the following example we chose Admiral-H. The available colors for that frame are shown in the Color listing.

 Once you have made all the selections, the frame will display as a line item in the Frame Order Editor section of the screen.

  • Press the + (plus sign) to increase the quantity.

The frame will be added to the order.

  • Press “?” to view other short keys that can be used within the Frame Order Editor.

 

  • When all changes have been made, press Escape.
  • Do you want to save these quantity changes (y/n)? 
    • Type Y to save the changes.
    • Type N to discard.

Once complete, the Optifacts Frame Order Menu displays.

Print Frame Order

Type 3 – Print Frame Order and press enter.

  • Type P to print the report or S to view on screen and press enter.
  • Type M to print in order of Mfr or O to print in order sequence and press enter.
  • Type D to print by frame description or T to print in order of tray number and press enter.

  • Clear the order file? (Y/N)
    • Type Y to clear the file after printing.
    • Type N if you do not want to clear the file.

Once complete, the Optifacts Frame Order Menu will display.

Receive Frame Order

  • Type 4 – Receive Frame Order and press enter.

The Frame PO List displays.

  • The selected PO is indicated by the < > arrows on the left and right side of the screen.
  • Use the up and down arrow keys to select a different row.

  • Press S to select a Frame PO. 

The Frame PO Information displays.

  • Type the quantity to be received, or leave the default quantity which would be equal to the quantity ordered.
  • Type the Frame UPC and press enter.

The UPC and quantity received is moved to the UPC Received section of the screen.

  • Press Escape to return to the "Enter the qty" field and continue to receive the rest of the purchase order.

                                                                                
 When all of the UPC codes are entered, press Escape twice to return to the Optifacts Frame Order Menu.

Error Messages

You may see some error message as shown in the following 2 diagrams, if the UPC is not valid or the UPC entered is not on the selected purchase order.

Frame Received Report

Type 5 – Frame Received Report and press enter.

  • The Frame PO List displays.
  • The selected PO is indicated by the < > keys on the left and right side of the screen.
  • Use the up and down arrow keys to select a different row.

+-----------------------------FRAME PO LIST       -----------------------------+
|  ORDER DATE           PO NUMBER       QTY ORDERED     QTY RECEIVED           |
|  09/29/2011           0027            3               0                      |
|< 10/14/2011           0029            4               1              >       |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
+------------------------------------------------------------------------------+
   Press 's'         to select Frame PO.                                        

Image Added

  • Press S to select a Frame PO.

The Frame Received Report displays.

+--------------------------Frame Received Report    ---------------------------+
|  Description                   UPC            Ordered   Received  Canceled   |
|< SFS11 - BRUSHED BRONZE - 42.63788678982995      001       001     < 000  >  |
|  TN 4055U - DARK WINE RED / GOLD - 49.00         003       000       000     |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|+--------------------------------Frame Detail--------------------------------+|
|| MFR: ALTAIR EYEWEAR                   DIV:  SIGHT FOR STUDENTS COLLEC      ||
|| A: 42.6     DBL: 18.4   TEMPLE: 125.0    COLOR: BRUSHED BRONZE             ||
|| Cost: 0.00      ITEM:                                                      ||
|+----------------------------------------------------------------------------+|
+------------------------------------------------------------------------------+
                                                                                
Press ESC to exit.  Press '?' for help.                                         

To

Image Added

  •  To adjust the quantity received, press R.
  • Type the new quantity and press enter.

+--------------------------Frame Received Report    ---------------------------+
|  Description                   UPC            Ordered   Received  Canceled   |
|< SFS11 - BRUSHED BRONZE - 42.63788678982995      001     < 001  >    000     |
|  TN 4055U - DARK WINE RED / GOLD - 49.00         003       000       000     |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                   +--------RECEIVED QTY---------+                            |
|                   | Old Qty   1     New Qty   2 |                            |
|                   +-----------------------------+                            |
|+--------------------------------Frame Detail--------------------------------+|
|| MFR: ALTAIR EYEWEAR                   DIV:  SIGHT FOR STUDENTS COLLEC      ||
|| A: 42.6     DBL: 18.4   TEMPLE: 125.0    COLOR: BRUSHED BRONZE             ||
|| Cost: 0.00      ITEM:                                                      ||
|+----------------------------------------------------------------------------+|
+------------------------------------------------------------------------------+
                                                                                
Press ESC to exit.  Press '?' for help.                                         
                                                                                

  • The quantity received is adjusted.
+-----------------------------FRAME PO LIST       -----------------------------+
|  ORDER DATE           PO NUMBER       QTY ORDERED     QTY RECEIVED           |
|  09/29/2011           0027            3               0                      |
|< 10/14/2011           0029            4               2              >       |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
+------------------------------------------------------------------------------+
   Press 's'         to select Frame PO.                                        
  • To Cancel the remaining quantity:
    • Type S to select the frame PO and display the Frame Received Report.
+--------------------------Frame Received Report    ---------------------------+
|  Description                   UPC            Ordered   Received  Canceled   |
|  SFS11 - BRUSHED BRONZE - 42.63788678982995      001       002       000     |
|< TN 4055U - DARK WINE RED / GOLD - 49.00         003       000     < 000  >  |
|                                                                              |
|                                                                              |
|+--------------------------------Frame Detail--------------------------------+|
|| MFR: ALTAIR EYEWEAR                   DIV:  SIGHT FOR STUDENTS COLLEC      ||
|| A: 42.6     DBL: 18.4   TEMPLE: 125.0    COLOR: BRUSHED BRONZE             ||
|| Cost: 0.00      ITEM:                                                      ||
|+----------------------------------------------------------------------------+|
  • Use the up and down arrow keys to navigate to the applicable row.
  • To cancel an ordered quantity that has a received quantity, type the number of items to be cancelled in the Cancelled field of the applicable row.

+--------------------------Frame Received Report    ---------------------------+
|  Description                   UPC            Ordered   Received  Canceled   |
|< SFS11 - BRUSHED BRONZE - 42.63788678982995      001       002     < 001  >  |
|  TN 4055U - DARK WINE RED / GOLD - 49.00         003       000       000     |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|+--------------------------------Frame Detail--------------------------------+|
|| MFR: ALTAIR EYEWEAR                   DIV:  SIGHT FOR STUDENTS COLLEC      ||
|| A: 42.6     DBL: 18.4   TEMPLE: 125.0    COLOR: BRUSHED BRONZE             ||
|| Cost: 0.00      ITEM:                                                      ||
|+----------------------------------------------------------------------------+|
+------------------------------------------------------------------------------+
                                                                                
Press ESC to exit.  Press '?' for help.                                         
                                                                                

  • Type C to cancel the remaining order quantity and the system will automatically fill in the total quantity on order.

+--------------------------Frame Received Report    ---------------------------+
|  Description                   UPC            Ordered   Received  Canceled   |
|  SFS11 - BRUSHED BRONZE - 42.63788678982995      001       002       001     |
|< TN 4055U - DARK WINE RED / GOLD - 49.00         003       000     < 003  >  |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|+--------------------------------Frame Detail--------------------------------+|
|| MFR: AOYAMA USA                       DIV:  OCCHIALI FICHE COLLECTION      ||
|| A: 49.0     DBL: 18.0   TEMPLE: 136.0    COLOR: DARK WINE RED / GOLD       ||
|| Cost: 0.00      ITEM:                                                      ||
|+----------------------------------------------------------------------------+|
+------------------------------------------------------------------------------+
                                                                                
Press ESC to exit.  Press '?' for help.                                         
Image Added

The Received quantity will be changed.

  • Type C to cancel any remaining line items.

The number of line items flagged as cancelled will be shown in the Cancelled column.

Image Added

  • Press Escape when all adjustments are completed.

If any line items have been cancelled, the following message will display:

  • Auto Cancel has been selected. PO will be CLEARED. Do you want to continue (Y/Ny?n)?
    • Type Y to accept the changes or N to discard.
+--------------------------Frame Received Report    ---------------------------+
|  Description                   UPC            Ordered   Received  Canceled   |
|  SFS11 - BRUSHED BRONZE - 42.63788678982995      001       002       001     |
|< TN 4055U - DARK WINE RED / GOLD - 49.00         003       000     < 003  >  |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                       +-------------------------------+                      |
|                       | Auto Cancel has been selected |                      |
|                       |      PO will be CLEARED       |                      |
|                       |Do you want to continue 
    • continue.
    • Type N to return to the Frame Order Menu.

Image Added

Info

  *** If you selected N, the adjustments to the number received will be saved but the number of cancelled items will be cleared. ***

Image Added

  • Do you want to print the PO (y/n) ?
 |                      |
|                       +-------------------------------+                      |
|                                                                              |
|                                                                              |
|                                                                              |
|+--------------------------------Frame Detail--------------------------------+|
|| MFR: AOYAMA USA                       DIV:  OCCHIALI FICHE COLLECTION      ||
|| A: 49.0     DBL: 18.0   TEMPLE: 136.0    COLOR: DARK WINE RED / GOLD       ||
|| Cost: 0.00      ITEM:                                                      ||
|+----------------------------------------------------------------------------+|
+------------------------------------------------------------------------------+
                                                                                
Press ESC to exit.  Press '?' for help.                                         
                                                                                
  • The prompt “Did
    • Type Y to print the report.
    • Type N to discard.

Image Added


  • Did Frames Received Report Print (y/n) ?
    • Type Y to return to the Optifacts Frame Order Menu.

                    +----------------------------------------+                  
                    |Did Frames Received Report Print (y/n)? |                  
                    +----------------------------------------+ 

 

 

coming soon.....Image Added