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Introduction
This document provides instructions for performing a physical inventory and updating the system to reflect the counts.
Print Physical Forms and take a physical inventory count. This will show how much you have in stock and its value.
Physical inventory is another important procedure that cannot be overlooked. It is important for the system to ‘know’ how many lenses are available for picking and min/max reasons.
Procedure
Optifacts has a few different methods of obtaining a physical inventory count, but they all involve you actually counting all those lenses.
If you have a few computers with barcode readers attached, the counting of inventory can be made simpler by utilizing these stations. Remote or portable scanners are also available that make inventory a breeze. Some labs move lenses a drawer or bin at a time to a station, count it, and return it back to the inventory area, repeating this until all lenses have been counted.
When doing your first physical inventory with Optifacts, it might be a good idea to have Optifacts support reset all lens counts to zero (0) quantity right before you start counting. You can then use a scanner to scan and count all lenses, incrementing SKU counts as you proceed. For all physical counts after this, you will be able to print discrepancy reports, showing any quantity differences in pre and post physical count quantities.
Cycle Counts are one of the most important functions of Inventory Management. This procedure ensures that the actual number of lenses on the shelf match the inventory in the system.
Performing an inventory count is a multi-step process as follows:
From the Optifacts main menu:
Type 9 - Inventory and press enter.
Type 3 – Inventory Procedures and press enter.
Type 10 – Physical Inventory Menu and press enter.
The Optifacts Lens Inventory Physical Inventory Menu displays.
Step 1 Clear Inventory Forms
- Type 1 – Clear Inventory Forms and press enter.
OK. to Continue (Y/N) ?
- Type Y and press enter to clear the file.
- Type N to return to the menu.
- Press enter to return to the Optifacts Lens Inventory Physical Inventory Menu.
Step 2 Generate Forms
- Type 2 – Physical Inventory Forms and press enter.
The Inventory Physical Form Generate screen displays.
- 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 style code or type * to designate all styles and press enter.
- Type the Seg. Size or type * to designate all seg sizes and press enter.
- Type the Material code or type * to designate all materials and press enter.
- Type the Color code or type * to designate all colors and press enter.
- Type the Lens Type code or type * to designate all types and press enter.
- Type the beginning diameter or type * to designate all diameters and press enter.
- Type the ending diameter or type * to designate all diameters and press enter.
- Type the beginning base or type * to designate all bases and press enter.
- Type the ending base or type * to designate all bases and press enter.
- Type the beginning cylinder or type * to designate all cylinders and press enter.
- Type the ending cylinder or type * to designate all cylinders and press enter.
- Type the beginning upper add or type * to designate all upper adds and press enter.
- Type the ending upper add or type * to designate all upper adds and press enter.
- Type the beginning lower add or type * to designate all lower adds and press enter.
- Type the ending lower add or type * to designate all lower adds and press enter.
- Type 0 for regular thickness or 1 for extra thickness and press enter.
- Type the mfr code or type * to designate all manufacturers and press enter.
Has the data been printed correctly(Y/N)
- Type Y if it printed correctly.
- Type N to repeat the process.
- Store the entries into the physical inventory file (Y/N)
- Type Y and press enter.
- Press Escape to return to the Optifacts Lens Inventory Physical Inventory menu.
Step 3 Verify and Enter Inventory Count
Manually verify the physical inventory in the bins and write the quantity on the report.
- Type 3 – Physical Inventory Entry and press enter. (Your lab may be configured to take you directly to the entry form from this menu option as shown in the following diagram).
- Type 2 - Enter counts manually and press enter. (you will only see the menu options as shown in the following diagram if your lab is configured as such).
- Once the Inventory Physical Entry form displays, type 1 in the page # field and press enter.
Note: The page numbers in the printed report and the page numbers on screen do not always match. The best method is to start with page 1 on screen and put a check-mark next to the listings on the printed report as they are verified.
- Press Enter past the SKU field.
- The first entry is displayed on screen.
- Type the number of lenses from the manual verification of physical inventory in the Counted field and press enter.
- The next SKU automatically displays.
- When all changes are complete, press Escape to exit.
Note: If you go back through Physical Inventory Entry without reprinting the Physical Inventory Report, the changes you made will not be reflected onscreen even though the system has stored the change. The Physical Inventory Report is not a real time report. It is only as valid as the last time that the forms were run. To see the most recent changes, rerun the Physical Inventory Report.
Step Step 4 Variance Variance Report
- Type 4 – Physical Count Variance and press enter.
Output to Screen Only? (Y/N)
- Type N and press enter to print the report.
The “Printing is complete” message displays.
- Press Enter to return to the Optifacts Lens Inventory Physical Inventory Menu.
| Warning |
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*** Before moving on to the next step, review the Physical Count Variance Report for “no count” errors and overall correctness. If edits are required perform Step 3 and 4 above again. *** |
Step 5 Update Inventory
- Type 5 – Update From Physical Form and press enter.
The Inventory Physical Update Routine displays.
- Enter the Bin Start location or leave * for all locations and press enter.
- Enter the Bin End location or leave * for all locations and press enter.
Would you like to begin this procedure? (Y/N)
- Type Y to continue and press enter.
- Type N or Escape to return to the menu.
If you typed Y to continue, the inventory will be updated and the Update Process Complete message will display.
- Press any key to return to the Optifacts Lens Inventory Physical Inventory Menu.
Step 6 - Inventory Valuation Report
This is the report to use if you need to send inventory results to Essilor.
From the Optifacts main menu:
Type 9 - Inventory and press enter.
Type 2 - Inventory Reports and press enter.
Type 7 - Inventory Valuation Report and press enter.
The inventory Valuation Report screen displays.
- Open and log on to WinSCP with your assigned user name and password.
- Go to the following directory: Optifacts/Share/mfr_reports (Once set it will automatically open in that directory next time.)
- Delete any previous invt.txt files in WinSCP from both the Optifacts/share/mfr_reports folder (right side of screen in WinSCP) and your local folder (left side of screen in WinSCP)
Now go back to Optifacts.
You can run a complete report for all product or you can specify a product(s) by entering any of the criteria shown in the Inventory Valuation diagram shown above.
- To run for all product, leave the ( * ) asterisk pressing enter until you reach the Print Items Only with Zero Cost/Without Zero Cost/Both (Z,W,B)B field. This field defaults to B (both) but you can change it to Z (with zero cost) or W (without zero cost).
- The Print Stocked/Non-stocked/Both (S,N,B) B field defaults to B (both) but you can change it to S (stocked) or N (non-stocked.
- The Print Summary only or Detail also (S,D)S field defaults to S (Summary) but you can change it to (detailed)
Detailed Report
First run a Detailed report.
- On the Print Summary only or Detail also (S,D)S line, change the S to a D and press enter.
- Wait for the report to process and print.
Now go back into WinSCP
- Refresh the screen by clicking the green arrows (as shown in the diagram below)
You should now see the report in the right side window. It is currently named invt or invt.txt.
- Click on the file and drag it over to your local folder on the left side of the screen.
You will now see it in your local folder on the left side of the screen.
- Immediately Right Click on the file name in your local folder on the left side of the screen, and then click on Rename. You can change the name to something that makes sense. (For example "invt_count_date).
After renaming the file, it is ready to email to Essilor.
| Note |
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*** Make sure to Delete the file in the mfr_reports folder on the right side of the WinSCP screen. *** |
Summary Report
Repeat the above process for the Summary Report
- The only thing you need to do, is leave the S in the Print Summary only or Detail also (S,D)S line.
| Note |
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*** After renaming the second file, remember to delete the invt,txt file on the right side. *** |
Click here to view Section 18 Switching to Min/Max Ordering Method.