Section List

1. Section 1 - Loading Lenses into the Database & Search for a Lens by Description or SKU..
2. Section 2 - Getting Ready for Blank Selection
3. Section 3 - Blank Selection 
4. Section 4 - Base Curve Charts
5. Section 5 - Color Exceptions
6. Section 6 - Marking Bin Locations
7. Section 7 - Stocked/Non-Stocked Entry
8. Section 8 - Using the Verify Program
9. Section 9 - Lens Vendor EOE Information
10. Section 10 - Ordering Lenses - Purchase & Shorts Advise Reports.
11. Section 11 - Working with the EOE Work File
12. Section 12 - Creating the Order File
13. Section 13 - Create and Send the Purchase Order
14. Section 14 - Lens Costs
15. Section 15 - Receiving Lens Orders
16. Section 16 - Cancel a Purchase Order
17. Section 17 - Physical Inventory
18. Section 18 - Switching to Min/Max Ordering Method
19. Section 19 - Appendix A, Navigating the Informix P
20. Section 20 - Contact Us

Introduction

This section of documentation provides instructions for setting up a lab to use Optifacts Inventory.

Procedure

Inventory is a large software package that takes a considerable time to establish. There are several points in its development that will begin to reap rewards for the work invested. Some of those points are listed below.

• Get the Stock Keeping Unit (SKU) numbers loaded into the system.
• Load bin locations. Bin locations will tell your operators where to put the lenses since they will show on the packing lists.
• Mark the lenses as stocked-non-stocked. (Optifacts can set this based on bin locations entered previously.) The SKU numbers will appear on the work and pick tickets with indications as to whether the lens is stocked or not along with the quantity on the shelf. Lens picking personnel will know if the requested lens is available before heading to the lens room.
• Begin using the Verify program to verify lenses picked and decrement inventory. Also use the verify screen to flag lenses for short order.
• Load Lens Vendor phone number and transmission method to the "Manufacturer Table Maintenance" routine. This allows electronic lens ordering via the verify system by providing a manufacturer and telephone number for system to system transfers.
• Begin ordering lenses through the Optifacts system bases on Usage.
• Load lens costs to the inventory system.
• Begin receiving order that have been placed electronically with the system. This will print an "Invoice Matching Report" to insure that the vendor's charges match your receipts and to insure that the prices on the invoice match the prices you expect to pay.
• Print Physical Forms and take a physical Inventory count. This will show how much you have in stock and its value.
• Switch to Min/Max stocking and ordering methods after building valid history (3 months). Switch to this system one vendor at a time to maintain a perpetual inventory that reflects your usage.

Click here to proceed to Section 1 Loading Lenses & Search.

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