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Search Optifacts User Documentation
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Table of Contents (on this page)
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Introduction
:This document provides instructions on creating, editing, printing, and receiving a frame purchase order.
Procedure
Create Purchase Order
The following procedure covers the steps to generate a Frame Purchase Order.
From the Optifacts main menu:
Select Option 12 - Frame-Parts Inventory and press Enter.
Select Option 4 - Frames Ordering and press Enter.
Select Option 1 - Purchase Advice Report and press Enter.
The Purchasing Advice Report screen displays.
The system first checks if there is a frame order in process. If a frame order exists, a new Purchase Advice Report for Frames won't be allowed to run until the existing order prints and clears.
Enter "P" to print the report or "S" to view it on the screen.
Enter "M" to print in order of Mfr or "O" to print in order sequence.
If "M" to print in order of Mfr is selected, the prompts in the following diagram display.
Enter "D" to order by Frame Description or "T" by Tray Number.
Enter "S" to order Shorts or "U" to Order by Usage.
If "O" to print in order sequence is selected, the following diagram displays the prompts.
Enter "S" to order Shorts or "U" to Order by Usage.
Create a frame order file for editing/printing? (Y/N)
Press "Y" and press Enter.
The report prints or displays on the screen depending on the selected option.
Once printed, The Optifacts Frame Order Menu displays.
Edit Frame Order
This procedure allows you to edit frame orders.
Select Option 2 – Edit Frames Order and press Enter.
The frame order displays and indicates the quantity on order for each SKU.
Press the + (plus sign) to increase the quantity.
The New Quantity increases by 1 each time the + sign is pressed.
Press the – (minus sign) to decrease the quantity.
The New Quantity decreases by 1 each time the - is pressed.
Press "F" to find an SKU within the order.
Enter the SKU number.
The system locates the SKU if it exists and indicates it by the < > arrows on the screen.
If you do not know the SKU number, press I to display more search fields.
The list allows you to search by SKU, UPC, Frame Mfr, Division, Line, Color, Frame A, Frame DBL, Temple Sz, or Frame Description.
You may use as many or as few fields as you want to perform the search.
If you leave a search field blank, the system opens a listing to select the item.
Procedure:
From the Optifacts main menu:
Type
coming soon.....
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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 press Enter on the Line field. The following line listing is displayed: |
Continue to make selections from the listings as you move through the fields. The results displayed are based on the previous selections. In the following example, we chose Admiral-H. The available colors for that frame display in the Color listing.
Once you complete the selections, the frame displays as a line item in the Frame Order Editor section.
Press the + (plus sign) to increase the quantity.
The frame gets added to the order.
Press "?" to view other short keys that you can use within the Frame Order Editor.
Once all the changes are complete, press Escape.
Do you want to save these quantity changes (y/n)?
Press "Y" to save the changes.
Press "N" to discard.
Once complete, the Optifacts Frame Order Menu displays.
Print Frame Order
Select Option 3 – Print Frame Order and press Enter.
Enter "P" to print the report or "S" to view it on screen.
Enter "M" to print in order of Mfr or "O" to print in order sequence.
Enter "D" to print by frame description or "T" in order of tray number.
Clear the order file? (Y/N)
Press "Y" to clear the file after printing.
Press "N" if you do not want to clear the file.
Once complete, the Optifacts Frame Order Menu displays.
Receive Frame Order
This procedure describes how to receive frame orders.
Select Option 4 – Receive Frame Order and press Enter.
The Frame PO List displays.
The < > arrows indicate the selected PO on the left and right sides 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.
Enter the quantity to be received, or leave the default quantity, which is equal to the quantity ordered.
Enter or scan the frame UPC.
The UPC and quantity received are 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.
Press Escape twice to exit once you've completed entering all UPCs.
Error Messages
As shown in the following two diagrams, you may see some error messages if the UPC is not valid or the UPC Entered is not on the selected purchase order.
Frame Received Report
Select Option 5 – Frame Received Report and press Enter.
The Frame PO List displays.
- The < > arrows indicate the selected PO on the left and right sides of the screen.
- Use the up and down arrow keys to select a different row.
Press "S" to select a Frame PO.
The Frame Received Report displays.
- To adjust the quantity received, press "R."
- Enter the new quantity.
The Received quantity gets changed.
- Press "C" to cancel any remaining line items.
You can see the number of line items flagged as canceled in the Cancelled column.
- Press Escape when all adjustments are complete.
If any line items get canceled, the following message displays:
“Auto Cancel has been selected. PO will be CLEARED. Do you want to continue (y/n)?”
- Press "Y" to continue.
- Press "N" to return to the Frame Order Menu.
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*** If you selected N, the adjustments to the number received get saved, but the number of canceled items gets cleared. *** |
Do you want to print the PO (y/n)?
- Press "Y" to print the report.
- Press "N" to discard.
Did Frames Received Report Print (y/n)?
- Press "Y" to return to the Optifacts Frame Order Menu.
To view and download these instructions as a PDF file, click on the following document image.
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