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Introduction

This document provides instructions for .....

Procedure:

From the Optifacts main menu:

Type

coming soon.....on how to adjust the frame inventory quantity on hand.

Procedure

From the Optifacts main menu:

Select Option 12 – Frame-Parts Inventory and press Enter.

Select Option 1 – Editor Utilities and press Enter.

Select Option 2 - Transaction Entry and press Enter.

The Inventory Transaction Entry screen displays.

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• Enter the applicable information, pressing enter past each field.

Category

• (F - Frame, C - Contact Lens, P - Parts) displays. Make sure F is selected.

Trans Type

• A - Adj – Adjust inventory by the amount entered. The quantity entered is stored as the on-hand quantity in Optifacts.
• I - Inc Adj – Increment inventory by the amount entered. Entering a positive number adds to the current on-hand quantity. Entering a negative number subtracts from the current on-hand quantity.
• B - Brk – Decrements inventory by the amount entered.
  • Enter the Breakage Department Code and the Transaction units. 

• S - Short – Add the amount entered to the Frame Purchase Order.
• R - Rcpt – Increments inventory by the amount entered.
  • Type the SKU number, transaction units, and total transaction dollars.
• U - Usg – An entry gets stored with a transaction type of U.
• K - Adjust Order – This allows you to adjust the frame order by the value entered. Notice the negative value in the following screenshot: 

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• T - Transfer – A transfer number gets automatically assigned to the transaction. A message appears that reminds the Operator to give this transfer number to the receiving party.
• C - Cancel – The amount entered gets subtracted from the quantity on hand.
• L - Loan – When choosing L, you get prompted for a “holding warehouse” and the “borrowing account number.” A reference number gets auto-generated and populates the Tray/Order# field.  This reference number is for tracking the orders in the background. The account number, sku number, and serial number can be used to track these entries.
  • If the customer purchases the instrument after the loan period, you should create an invoice in the stock pricing screen from the “holding” Please note that Optifacts records a sale for the holding warehouse and not the originating one.
  • If the customer returns the item instead of purchasing it, you need to do an instrument return by choosing "R"-Recpt and then "N"-Return on Borrowed Instrument.
  • You always get prompted for a serial number on a “Loan” transaction

Trans Date

• MM/DD/YYYY (defaults to today's date)

Tray/Order #

• Tray # or Rx Order # or P.O. # or Reference #

Default Quantity (Y/N) 

• When "Y" gets selected in the Default Quantity field, it only updates inventory by 1.
• When "N" gets selected, it takes the cursor to the Transaction Units field and allows you to enter a value.

SKU Code

• SKU Code of the Frame or UCP Code – UCP Code of the Frame

Transaction Units

• If "Y" is selected, inventory gets updated by a quantity of 1.
• If "N" is selected, the cursor is displayed in the Transaction Units and allows you to enter a value.

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A message at the bottom of the screen indicates the SKU and quantity were updated.

The cursor returns to the SKU Code field.

• Press Escape to view more details about the transaction.

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• Press any key to continue.

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• Proceed with your next entry or press Escape once to return to the Category field, or press Escape twice to exit.

To view and download these instructions as a PDF file, click on the following document image.

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