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Table of Contents (on this page)

Table of Contents

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Introduction

This document provides instructions on how to adjust the frame inventory quantity on hand.

Procedure

From the Optifacts main menu:

Type

Select Option 12 – Frame-Parts Inventory and press

enter

Enter.

Type

Select Option 1 – Editor Utilities and press

enter

Enter.

Type

Select Option 2 - Transaction Entry and press

enter

Enter.

The Inventory Transaction Entry screen displays.Image Removed

Image Added

Enter the applicable information, pressing enter past each field.

Category

– F

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

Trans Type

–

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

Info
To reverse a frame breakage, enter the transaction units as a negative quantity (-1).

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 will be gets stored with a transaction type of U.
K - Adjust Order – Allows This allows you to adjust the frame order by the value entered. Notice the negative value in the following screen shotscreenshot:

Image Removed

Image Added

T

T - Transfer – A transfer number

will be

gets automatically assigned to the transaction. A message appears that reminds the

operator

Operator to give this transfer number to the receiving party.
C - Cancel – The amount entered

will be

gets subtracted from the quantity on hand.
L - Loan – When choosing L, you

will be

get prompted for a “holding warehouse” and the “borrowing account

number”

number.” A reference number

will be

gets auto-generated and

will populate

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

should be created

- in the stock pricing screen from the “holding”

warehouse.

- Please note that Optifacts

will record

- records a sale for the holding warehouse and not the originating one.
- If the customer returns the item instead of purchasing it, you

will

- need to do an instrument return by choosing "R"-Recpt and then "N"-Return on Borrowed Instrument.
- You

will

- always

be

- get prompted for a serial number on a “Loan” transaction

.

Info

Note:

When the part is first set up the Operator can choose: Always prompt for a Serial number, Serial number is optional, never prompt for a serial number.

For parts that have a serial number entered, the transaction units must be 1.

Trans Date

–

MM/DD/YYYY (will default to today’s defaults to today's date)

Tray/Order #

-

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

Default Quantity (Y/N)

If When "Y is " gets selected in the Default Quantity field, it will only update updates inventory by 1.
If When "N is " gets selected, it will take takes the cursor to the Transaction Units field and allow 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 will only be gets updated by a quantity of 1.
If "N" is selected, the cursor will display is displayed in the Transaction Units and allow allows you to enter a value to be entered.