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Introduction

This document provides instructions to match the quantity on hand (in the system) to the physical lens count in the inventory. Use these procedures to adjust your quantity on hand, report on the count that changed, and adjust costs.

Procedure

Print Physical Forms and take a physical inventory count. This step shows how much you have in stock and its value.

Physical inventory is a necessary procedure that the lab cannot disregard. It is crucial for the system to ‘know’ how many lenses are available for picking and min/max reasons. Optifacts has a few different methods of obtaining a physical inventory count, but they all involve physically counting all those lenses.

If there are 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 to the inventory area, repeating this until the counting of all lenses is complete.

When doing the 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 the counting starts. Use a scanner to scan and count all lenses, incrementing SKU counts as you proceed. For all physical counts after this, you can print discrepancy reports, showing any quantity differences in pre and post physical count quantities.

Cycle Counting is one of the essential functions of Inventory Management. This procedure ensures that the actual number of lenses on the shelf matches the inventory in the system.

Performing an inventory count is a multi-step process as follows:

Clear out any previous counts.
Print cycle count sheets that list the lens SKUs, bins locations, and (expected) quantity on hand.
Physically count the inventory.
Print the Variance Report. The Variance Report lists any changes to the inventory that differs from the current count in the system..
Update the system’s inventory to reflect the changes.

From the Optifacts main menu:

Type 9 - Inventory and press Enterenter.

Type 3 – Inventory Procedures and press Enterenter.

Type 10 – Physical Inventory Menu and press Enterenter.

The Optifacts Lens Inventory Physical Inventory Menu displays.

Step 1 - Clear Inventory Forms

Type 1 – Clear Inventory Forms from the Physical Inventory Menu and press Enterenter.
OK. to Continue (Y/N) ?
- Type Y and press
Enter
- enter to clear the file.
- Type N to return to the menu.

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Press Enter enter to return to the Optifacts Lens Inventory Physical Inventory Menu.

Step 2

-

Generate Forms

Type 2 – Physical Inventory Forms from the Physical Inventory Menu and press Enterenter.

The Inventory Physical Form Generate screen displays.

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Type the starting bin location in the Bin Start field or type * to designate all bins and press Enterenter.
Type the ending bin location in the Bin End field or type * to designate all bins and press Enterenter.
Type Y in the Order by Bin Location? (Y/N) field and press Enterenter.
Type the style code or type * to designate all styles and press Enterenter.
Type the Seg. Size or type * to designate all seg sizes and press Enterenter.
Type the Material code or type * to designate all materials and press Enterenter.
Type the Color code or type * to designate all colors and press Enterenter.
Type the Lens Type code or type * to designate all types and press Enterenter.
Type the beginning diameter or type * to designate all diameters and press Enterenter.
Type the ending diameter or type * to designate all diameters and press Enterenter.
Type the beginning base or type * to designate all bases and press Enterenter.
Type the ending base or type * to designate all bases and press Enterenter.
Type the beginning cylinder or type * to designate all cylinders and press Enterenter.
Type the ending cylinder or type * to designate all cylinders and press Enterenter.
Type the beginning upper add or type * to designate all upper adds and press Enterenter.
Type the ending upper add or type * to designate all upper adds and press Enterenter.
Type the beginning lower add or type * to designate all lower adds and press Enterenter.
Type the ending lower add or type * to designate all lower adds and press Enterenter.
Type 0 for regular thickness or 1 for extra thickness , and press Enterenter.
Type the mfr code or type * to designate all manufacturers and press Enterenter.

Has the data been printed correctly(Y/N)
- Type Y if it printed correctly.
- Type N to repeat the
steps
- process.
Store the entries into the physical inventory file (Y/N)
- Type Y and press
Enter
- 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 from the Physical Inventory Menu and press Enterenter. (The Your lab may have a configuration in place be configured to take you directly to the entry form from this menu option as shown in the following diagram).

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Type 2 - Enter Counts Manually from the Physical Entry Menu, counts manually and press Enterenter. (You you will only see only the menu options as shown in the following diagram if the lab has a configuration in place to do soyour lab is configured as such).

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Once the Inventory Physical Entry form displays, type 1 in the page # field and press Enterenter.

Info

Note: The page numbers in the printed report and the page numbers on

the

screen do not always match. The best method is to start with page 1 on

the

screen

. Then,

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

displays

is displayed on

the

screen.

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Type the number of lenses from the manual verification of physical inventory in the Counted field and press Enterenter.
- The next SKU automatically displays

automatically

- .
When all changes are complete, press Escape to exit.

Info

Note: If you go back through Physical Inventory Entry without reprinting the Physical Inventory Report,

the screen does not reflect

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

ran

were run. To see the most recent changes, rerun the Physical Inventory Report.Step 4 -

Step 4 Variance Report

Type 4 – Physical Count Variance from the Physical Inventory Menu and press Enterenter.

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Output to Screen Only? (Y/N)
- Type N and press
Enter
- enter to print the report.

The “Printing is complete” message displays.

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Press Enter to return to the Optifacts Lens Inventory Physical Inventory Menu.

Warning
* Before 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 Steps Step 3 and 4 above again. *

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Step 5

-

Update Inventory

Once the Physical Variance is completecompleted:

Type 5 – Update From Physical Form and press Enterenter.

The Inventory Physical Update Routine displays.

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Enter the Bin Start location or leave * for all locations and press Enterenter.
Enter the Bin End location or leave * for all locations and press Enterenter.
Would you like to begin this procedure? (Y/N)
- Type Y to continue and press
Enter
- enter.
- Type N or Escape to return to the menu.

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If you typed Y to continue, the inventory updates, will be updated and the Update Process Complete message displayswill display.

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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 Enterenter.

Type 2 - Inventory Reports and press Enterenter.

Type 7 - Inventory Valuation Report and press Enterenter.

The Inventory inventory Valuation Report screen displays.

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Use WinSCP to Access the Reports

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Open and log on to WinSCP with your assigned user name and password. Typically, the username is ‘reports,’ and the password is ‘reports.’ Check with Optifacts Support or lab management to confirm. (Refer to the WinSCP Instructions for Monthly Manufacturer Reports document for full details.)
Go to the following directory: Optifacts/Share/mfr_reports (Once set , it will automatically opens 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 the screen in WinSCP) and your local folder (left side of the screen in WinSCP)

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Now go back to the Optifacts screen.

Run You can run a complete report for all products, product or you can specify a product(s) by entering any of the criteria shown in the Inventory Valuation Report diagram shown previouslyabove.

To run the report for all productsproduct, leave the ( * ) asterisk pressing Enter 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 Enterenter.
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)

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The report displays Image Added

You should now see the report in the right side window. It is currently named invt or invt.txt.

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Click on the file and drag it over to the your local folder on the left side of the screen.

The report copies over to the You will now see it in your local folder on the left side of the screen.

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Immediately Right Click on the file name in the your local folder on the left side of the screen, and then click on Rename. Change You can change the name to to something that makes sense. (For example ‘invt"invt_count_date’date).