Search Optifacts User Documentation
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Introduction
This document provides instructions for setting up Blank Switching. This process allows the entry of one named product while using another lens in production. The tables show the original lens information along with the switched lens information for blanks being switched.
Examples:
- Setup Digital work where you want the job to be entered and priced as one type of design but use another in production.
- Single vision lenses with a coating lite-up and you want it to switch to use a stock finished lens with factory coat.
Procedure
Blank Switch for CBT (Commercial Brand Tool) or other Semi-finished Lenses
From the Optifacts main menu:
Type 8 - Blank Selection and press enter.
Type 12 - Blank Switch Editor and press enter.
The Blank Switch Editor screen displays.
Lens Selection Master
The 1st step in this process you will be working in the Lens Selection Master table ( lens_sel_mst ). Notice that the brackets are on the left side of the screen opening the fields for data entry. In this table you will enter the data of the lens that will be entered at the time of order entry. (What the operator keys in or is received electronically.)
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Search Optifacts User Documentation
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Table of Contents (on this page)
| Table of Contents | ||||||
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Introduction
This document provides instructions for setting up Blank Switching. This process allows the entry of one named product while using another lens in production. The tables show the original lens information, the switched lens information, any applicable lite-ups, calc options, and recall options for blanks switched.
Examples:
- Set up Digital work where you want the job to be entered and priced as one type of design but used in production.
- Single vision lenses with a coating lite-up, and you want to switch to a finished stock lens with a factory coat.
Procedure
Blank Switch for Digital or Other Semi-finished Lens Jobs
From the Optifacts main menu:
Select Option 8 - Blank Selection and press Enter.
Select Option 12 - Blank Switch Editor and press Enter.
The Blank Switch Editor screen displays.
Lens Selection Master
The 1st step in this process you will be working in the Lens Selection Master table ( lens_sel_mst ). Notice that the brackets are on the left side of the screen, opening the fields for data entry. In this table, you will enter the lens data entered at the time of order entry. (What the operator keys in or is received electronically.)
- Press “A” to add a record. If you were updating an existing entry, then you would press “U” to update.
In our following examples: We are switching from a 1.6 material TL, Progressive style P, type “VXF” Varilux Freedom 3, color “TXB” Xtractive Brown (this is what they have entered at order entry) to a 1.6 material TL, Single Vision style SV, type NA, color TXB Xtractive Brown (this is the lens that gets used in production).
- Enter all applicable data, pressing Enter past each field.
- CBT Desc - Commercial Brand description or Family Name (or enter “NONE” if you are not using the entry for CBT)
- System ID
- Account
- Type
- Material - Original Lens Material code.
- Style - Original Lens Style code
- Seg Sz - Original Lens Seg Size (or “0” for no seg size) for multifocal.
- Lens Type - Original Lens Type code for aspheric or progressive lenses, or “NA” for no lens type.
- Color - Original Lens Color code.
The following fields populate automatically with the defaults, and you should not have to change them unless one of the fields needs to be different.
Sphere - Beginning Sphere range to Ending Sphere range (inclusive), from lowest minus to highest plus.
Cylinder - Beginning Cylinder range to Ending Cylinder range (inclusive), from lowest minus to highest plus.
Cyl Axis - Beginning Cylinder Axis to Ending Cylinder Axis (inclusive).
Add Power - Beginning Add power range to ending Add power range (inclusive), from lowest to highest.
Prog. Fit Ht. - For Aspheric and Progressive, the Beginning fit height to the Ending fit height – maximum value (0 for others), from lower limit to upper limit.
Thickness - (I) for Industrial, (D) for Dress, or (*) for both.
Groove - (G) for Groove, (N) for Not Groove, or (*) for both.
Drill - (D) for Drill, (N) for Not Drill, or (*) for both.
The following fields are mandatory:
Priority = Master tables priority number (any number).
| Info | ||
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***It is important to remember that in these tables, the priority number makes selections based on the lowest to the highest number. For example, if you have two detail entries for one master table, put the 1st selection at the lowest and the 2nd at a higher number.*** |
Record ID = Master linking ID number (any number). You may create these entries with a * for material and * for color, adding multiple CBTs using the same priority and record ID. Same for the detail side, for example, the style is SV, and the material and color get added with *. The reason is that the calculator returns the product that gets used according to the product code. (Optifacts Menu 3-14-6 Refer to the Commercial Branding Tool (CBT) Setup document for complete details.) This process is for digital work only.
- Press Enter past the record ID, and you move to the Lite-Up Group field on the 2nd screen.
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You are still working on the Lens Selection Master table (lens_sel_mst) |
- Enter the lite-up group number into this field and press Enter (If the lite-up group applies to the master table. If not, leave it as (0). It could be a predetermined group number or a new one that you are creating. If it is relative to a specific lite-up, recall option, or calculation option, you could use that number as a reference to make it easier to remember. For example, you may want to use group # 12 relative to recall option 12 in order entry on digital jobs, which forces the system to use SF lenses. It could apply to all digital when you switch to a single vision lens, and we do not want the system to pick a finished stock lens. Another example would be to use the lite-up number applicable to coating lite-up used at order entry that you want to use to trigger the switch from SF with a coating lite-up to a Stock Finished AR lens. Refer to the instructions later in this document on Switch SF with Coat Lite-up to Coated Stock Finished Lens for further details.
- Enter the Min Fit Height and press Enter (if applicable).
- Press Escape to save the data.
- Press "E" to exit back to the menu.
- Press Escape to return to the Optifacts main menu.
| Warning | ||
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*** It is imperative to exit back to the Optifacts main menu after each step in the Lens Selection Master ( lens_sel_mst ) table before going any further. The blank switch form has many different table dependencies and master/detail relationships that data found in earlier queries can affect subsequent operations. Returning to the main menu will ensure that records maintain the correct relationships. *** |
Example: Lens Selection Master Table
Lens Selection Detail
In the 2nd step of this process, you will be working in the Lens Selection Detail table ( lens_sel_mst ). Notice that the brackets are on the right side of the screen, opening the fields for data entry. In this table, you will enter the data of the lens that gets used for production. (The lens we are switching to.)
From the Optifacts main menu:
Select Option 8 - Blank Selection and press Enter.
Select Option 12 - Blank Switch Editor and press Enter.
The Blank Switch Editor screen displays.
- Press “Q” to query.
- Enter search criteria for the entry you just created.
| Tip |
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*** Remember the priority number you used and query on that. *** |
- Press Escape to perform the search
- Press "T" for the table.
Notice that the active table is now the Lens Selection Detail ( lens_sel_dtl ), and the [ brackets ] have moved to the right side of the screen, opening up the fields for data entry.
- Press “A” to add a record. If you were updating an existing entry, then you would press U “U” to update.
In our following examples: We are switching from a 1.6 material TL, Progressive style P, type VXF Varilux Freedom 3, color TXB Xtractive Brown (this is what they have entered at order entry) to a 1.6 material TL, Single Vision style SV, type NA, color TXB Xtractive Brown (this is the lens that will be used in production).
- Enter all applicable data, pressing enter past each field.
- CBT Desc -Commercial Brand description or Family Name (or enter “NONE” if you are not using the entry for CBT)
- System ID
- Account
- Type
- Material - Original Lens Material code.
- Style - Original Lens Style code Seg Sz - Original Lens Seg Size Enter all of the applicable data, pressing Enter past each field.
Priority - Priority number for multiple selection options
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***It is important to remember that in these tables, the priority number makes selections based on the lowest to the highest number. For example, if you have two detail entries for one master table, put the 1st selection at the lowest and the 2nd at a higher number.*** |
Material - Selected Lens Material of the lens used in production.
Style - Selected Lens-style of the lens used in production.
Seg Size - Selected Lens Seg Size of the lens used in production (or “0” for no seg
size)
for multi focal.
Lens Type -
Original Lens Type code (or “NA” for no lens type) for aspheric or progressive lenses.The following fields are filled in with the defaults and you should not have to change them unless one of the fields needs to be different.
- Sphere - Beginning sphere range to Ending sphere range (inclusive), from lowest minus to highest plus.
- Cylinder - Beginning cylinder range to Ending cylinder range (inclusive), from lowest minus to highest plus.
- Cyl Axis - Beginning cylinder axis to Ending cylinder axis (inclusive),
- Add Power - Beginning add power range to ending add power range (inclusive), from lowest to highest.
- Prog. Fit Ht. - For Aspheric and Progressive, the Beginning fit height to the Ending fit height – maximum value (0 for others), from lower limit to upper limit.
- Thickness - (I) for Industrial, (D) for Dress or (*) for both.
- Groove - (G) for Groove, (N) for Not groove or (*) for both.
- Drill - (D) for Drill, (N) for Not drill or (*) for both.
The following fields are mandatory.
- Priority = Master tables priority number (any number).
| Info | ||
|---|---|---|
| ||
*** It is important to remember that in these tables, the priority number makes selections based on lowest to highest number. For Example: If you have 2 detail entries for 1 master table, put the 1st selection at the lowest number and the 2nd at a higher number. *** |
- Record ID = Master linking ID number (any number).
- You may create these entries with a * for material and * for color, using the same priority and record ID, adding to multiple CBTs. Same for the detail side, for example, the style is SV and the material and color are added with *. This is because the calculator returns the product that is going to be used according to the product code. (Optifacts Menu 3-14-6 Refer to the Commercial Branding Tool (CBT) Setup document for full details.) This is for digital only.
- Press Enter past the record ID and you will be taken to the Light-Up Group field on the 2nd screen.
Note: You are still working in the Lens Selection Master table (lens_sel_mst)
- Enter the lite-up group number into this field and press enter (If the lite-up group is applicable to the master table. If not, leave as 0)
- This could be a predetermined group number or a new one that you are creating. If it is relative to a specific lite-up, recall option or calc option, you could use that number as reference to make it easier to remember what it is for. For example, on digital jobs, you may want to use group # 12 which is relative to recall option 12 in order entry which forces the system to use SF lenses. This could be applied to all digital where you are switching to a single vision lens and we do not want the system to pick a stock finished lens. Another example would be to use the lite-up number applicable to coating lite-up used at order entry that you want to use to trigger the switch from SF with a coating lite-up to a Stock Finished AR lens. For further details on this, please refer to the instructions later in this document on Switch SF with Coat Lite-up to Coated Stock Finished Lens.
- Enter the Min Fit Height and press enter (if applicable).
- Press Escape to save the data.
- Type E to exit back to the menu.
- Press Escape to return to the Optifacts main menu.
| Warning | ||
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*** It is very important to exit back to the Optifacts main menu after each step in the Lens Selection Master ( lens_sel_mst ) table before going any further. The blank switch form has many different table dependencies and master/detail relationships that data found in earlier queries can affect subsequent operations. Returning to the main menu will ensure that records maintain the correct relationships. *** |
Lens Selection Master Table Example
Lens Selection Detail
The 2nd step in this process you will be working in the Lens Selection Detail table ( lens_sel_mst ). Notice that the brackets are on the right side of the screen opening the fields for data entry. In this table you will enter the data of the lens that will be used in production. (The lens we are switching to.)
From the Optifacts main menu:
Type 8 - Blank Selection and press enter.
Type 12 - Blank Switch Editor and press enter.
The Blank Switch Editor screen displays.
- Type Q to query.
- Enter search criteria for the entry you just created.
| Tip |
|---|
*** Remember the priority number you used and just query on that. *** |
- Press Escape to perform the search
- Press T for table.
Notice that the active table in now the Lens Selection Detail ( lens_sel_dtl ) and the [ brackets ] have moved to the right side of the screen opening up the fields for data entry.
- Press A to add a record. If you were updating an existing entry, then you would press U to update.
Type in all of the applicable data pressing enter past each field.
- Priority - Priority number for multiple selection options.
| Info | ||
|---|---|---|
| ||
*** It is important to remember that in these tables, the priority number makes selections based on lowest to highest number. For Example: If you have 2 detail entries for 1 master table, put the 1st selection at the lowest number and the 2nd at a higher number. *** |
- Material - Selected Lens Material of the lens that will be used in production.
- Style - Selected Lens Style of the lens that will be used in production.
- Seg Size - Selected Lens Seg Size of the lens that will be used in production (or “0” for no seg).
- Lens Type - Selected Lens Type of the lens that will be used in production. (or “NA” for no type).
- Color - Selected Lens Color of the lens that will be used in production.
- Mfr - Selected Manufacture Code of the lens that will be used in production (enter a forced manufacture code (- must precede mfr code) or leave the Default of “-“ if not needed).
- Add Power - Add Power of the lens being switched to if needed (or leave default of -99.0 to not change).
- Calc as Entered or Switched - Calculate as either (E) Entered or (S) Switched. Typically S.
- Price as Entered or Switched - Price as either (E) Entered or (S) Switched. Typically E.
- Blk Sel Failure Goes to - If Bank Select Failure leave as either (E) Entered or (S) Switched. Typically S.
- Allow Coat-Switching? - (Y) to allow Coat-Switching, (N) to not allow Coat-Switching.
- Allow Inventory Deplete? - Enter (Y), if stock status is D and zero QOH, don't select lens; Enter (N) to ignore stock status.
- Allow Inventory No QOH? - Enter (N) if zero QOH, don't select lens; Enter (Y) to ignore QOH.
- Light-up Group Dtl Number - Enter optional light-up group detail records to use (or 0 for none).
- Press Escape to save the data.
- Type E to exist
- Press Escape to return to the Optifacts main menu.
| Warning | ||
|---|---|---|
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*** It is very important to exit back to the Optifacts main menu after each step in the Lens Selection Detail ( lens_sel_dtl ) table before going any further. The blank switch form has many different table dependencies and master/detail relationships that data found in earlier queries can affect subsequent operations. Returning to the main menu will ensure that records maintain the correct relationships. *** |
Lens Selection Detail Table Example
Lens Selection Lite-up Group
From the Optifacts main menu:
Type 8 - Blank Selection and press enter.
Type 12 - Blank Switch Editor and press enter.
The Blank Switch Editor screen displays.
- Type Q to query.
- Enter search criteria for the entry you just created.
| Tip |
|---|
*** Remember the priority number you used and just query on that. *** |
- Press Escape to perform the search
- Press T twice.
- Press A to Add a record
The cursor will return to the Lite-up Group Dtl Number field on the 1st screen and the fields will open for editing in the Lens Selection Lite-up Group Detail table.
- Type the applicable group number and press enter
- Press enter past the price num and bit fields until you reach the calc or recall option field (depending on which you are needing to work with).
- Set or Unset the option.
- Type S to Set. This will turn on the selected option.
- Type U to Unset. This will turn off the selection option.
- Press escape to save the data.
- Type E to exit the screen.
Lite-up Group Detail Table Example
Selected Lens Type of the lens used in production. (or “NA” for no type).
Color - Selected Lens Color of the lens used in production.
Mfr - Selected Manufacture Code of the lens used in production (enter a forced manufacture code (- must precede mfr code) or leave the default of “-“ if not needed).
Add Power - Add power of the lens being switched to if needed (or leave the default of -99.0 not to change).
Calc as Entered or Switched - Calculate as either (E) Entered or (S) Switched. Typically S.
Price as Entered or Switched - Price as either (E) Entered or (S) Switched. Typically E.
Blk Sel Failure Goes to - If Bank Select Failure leave as either (E) Entered or (S) Switched. Typically S.
Allow Coat-Switching? - (Y) to allow Coat-Switching, (N) not to allow Coat-Switching.
Allow Inventory Deplete? - Enter (Y); if the stock status is D and zero QOH, don’t select lens. Enter (N) to ignore stock status.
Allow Inventory No QOH? - Enter (N) if zero QOH, don’t select lens; Enter (Y) to ignore QOH.
Light-up Group Dtl Number - Enter optional lite-up group detail records to use (or 0 for none).
- Press Escape to save the data.
- Press “E” to exit.
- Press Escape to return to the Optifacts main menu.
| Warning | ||
|---|---|---|
| ||
*** It is imperative to exit back to the Optifacts main menu after each step in the Lens Selection Detail ( lens_sel_dtl ) table before going any further. The blank switch form has many different table dependencies and master/detail relationships that data found in earlier queries can affect subsequent operations. Returning to the main menu will ensure that records maintain the correct relationships. *** |
Example: Lens Selection Detail Table
Lens Selection Lite-up Group
From the Optifacts main menu:
Select Option 8 - Blank Selection and press Enter.
Select Option 12 - Blank Switch Editor and press Enter.
The Blank Switch Editor screen displays.
- Press “Q” to query.
- Enter search criteria for the entry you just created.
| Tip |
|---|
*** Remember the priority number you used and query on that. *** |
- Press Escape to perform the search.
- Press “T”
- Press “A” to add a record.
The cursor will return to the Lite-up Group Dtl Number field on the 1st screen, and the fields will open for editing in the Lens Selection Lite-up Group Detail table.
- Enter the applicable group number.
- Press Enter past the price num and bit fields until you reach the calc or recall option field (depending on which you need to work with).
| Info |
|---|
To find the num and bit for your lite-ups, go to Optifacts menu 11-14 Report: Price Options Available. Print the report. It lists all the lite-up numbers with the num and bit for each. |
- Set or Unset the option.
- Enter “S” to Set. It will turn on the selected option.
- Press “U” to Unset. It will turn off the selection option.
- Press Escape to save the data.
- Press “E” to exit the screen.
Example: Lite-up Group Detail Table
Semi-Finished Blank Switch Examples
The following is an example of a record that has 1 Master record with 2 Detail records:
Master Lens Entered - Style SV, Type NA, Color T8G with coating lite-up.
1st choice Priority 10 Detail Switched to Style SVST, Type NA, Color 8GA.
2nd choice Priority 15 Detail Switched to Style SV semi-finished Type NA, Color T8G with coating lite-up.
In the following example, we switch the type code from EA to TL with recall option 12.
In the following example, we switch the color from T8B to TEB with recall option 12.
The following are a couple of examples of Digital Blank Switch:
Master Lens entered CBT Vx Comfort 2 DRX -Material TLT, Style P, Type CDR, Color EBS.
Detail Lens switched only the color from EBS to SBF.
Master Lens entered CBTAutograph II+ 15MM - Material TR, Style P, Type A2X, Color SRC.
Detail Lens switched to Material P Style SV Type NA Color SRC.
Anchor #stk #stk
Blank Switch Semi-Finished Lens with Coating Lite-up to Coated Finished Lens
| #stk | |
| #stk |
| Info | ||
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Remember: All of the rules and warnings concerning returning to the main menu and priority numbers shown in the sections above are relevant to entries for switching to Semi-Finished to Stock Finished Lenses, as shown below. |
Priority
| Warning | ||
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***It is important to remember that in these tables, the priority number makes selections based on the lowest to the highest number. For example, if you have two detail entries for one master table, put the 1st selection at the lowest and the 2nd at a higher number.*** *** It is imperative to exit back to the Optifacts main menu after each step in the Lens Selection Master ( lens_sel_mst ), the Lens Selection Detail ( lens_sel_dtl ), or the Lens Selection Lite-up Group Master and Detail tables before going any further. The blank switch form has many different table dependencies and master/detail relationships that data found in earlier queries can affect subsequent operations. Returning to the main menu will ensure that records maintain the correct relationships. *** |
Lens Selection Master Table
- Create the entries with all the criteria of the semi-finished lens that you want to switch with a power range that relates to a finished lens with a factory AR that you have in your inventory and want to use.
Example
- Press Enter after you add the Record ID number, which takes you to the next screen.
- In the Group Light-Up field, enter the Lite-up number you want to use to trigger the switch. We are using the lite-up number in this field to make it easier to identify the switch relationship.
Example
- Press Escape to save the data.
- Press “E” to exit
- Press Escape to return to the Optifacts main menu.
| Info |
|---|
It is imperative to exit back to the main menu after each step in the lens_sel_mst table before going any further. |
Lens Selection Master Lite-up Group
From the Optifacts main menu:
Select Option 8 - Blank Selection and press Enter.
Select Option 12 - Blank Switch Editor and press Enter.
The Blank Switch Editor screen displays.
- Press “Q” to query.
- Enter search criteria for the entry you just created.
| Tip |
|---|
*** Remember the priority number you used and query on that. *** |
- Press Escape to perform the search.
- Press “T” for the table until the [ brackets ] are in the Lens Selection Master Lite-up Group ( lens_sel_mst_lgrp ) table on the left side of the screen s shown in the example below.
- Press “A” to add a new record.
- Enter 25 in the Light-up Group field and press Enter until you reach the field for the Price Light-up: Num and Bit.
- Here you will enter the num and bit that belongs to the coating lite-up 25.
| Info |
|---|
To find the num and bit for your lite-ups, go to Optifacts menu 11-14 Report: Price Options Available. Print the report. It lists all the lite-up numbers with the num and bit for each. |
- In the field Set/Unset, enter “S.” This will trigger the switch to work when this lite-up is on, and the order falls within the specified Style, Material, Color, and Power in the Lens Selection Master table as shown above.
Example
In addition, we do not want this switch to happen if there is a tint on the job, as we cannot apply a tint to a finished lens with AR.
To prevent this switch from happening:
- Add another entry to the Group Light-up 25
- In the Price Light-up field, enter the num and bit of the tint lite-up.
- Enter “U” to Unset the blank switch.
- Press Escape to save the data.
Example
- Press "E" to exit.
To view and download these instructions as a PDF file, click on the following document image.
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