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Introduction
This document provides instructions for creating a new order file from a work file.
Procedure
When you are sure your work file is complete, or you wish to place your order, exit this menu to the EOE Menu and then choose option #2 to create a new order file from the work file. As the order is created, a sequential Purchase Order number is assigned to
each vendor’s order. If you wish to change this number, you will need to edit the order file, which is explained later.
From the Optifacts main menu:
Type 9 - Inventory and press enter.
Type 4 - EOE Procedures and press enter.
- Type 2 – Create new order files from work file and press enter.
The Current Work File displays.
Each manufacturer’s code will be listed along the left side and you are prompted line by line if you wish to create an order file for this manufacturer. If there are any records previously existing in an order file for the manufacturer, you will see a message warning you that an order for the manufacturer exists and has not yet been sent. You can overwrite the pending order, add to the pending order, or respond N to leave the SKU's in the work file.
- Type Y and press Enter to create a new order file for the selected manufacturer.
If another order file already exists for a selected manufacturer a prompt will display. You will not see this message if another order does not exist.
- Type O to override another existing order. This will replace any lenses in the existing order file.
- Type A to add to another existing order. This will add the work file lenses to the existing order file.
Do you want to edit the new order files to add a PO No. or check/correct lenses (Y/N)?
- Type Y to edit.
- Type N to exit and return to the EOE Menu.
The order is created and you are returned to the EOE Menu.