Click here to view the Purchasing and & Receiving menu.

Click here to view the complete Optifacts User Documentation Index.

Click here to Contact contact us.

Introduction

This document provides instructions for creating a new order file from a work file.

Procedure

When you are sure your work file is complete, or you wish to place your order, exit this menu to the EOE Menu and then choose option #2 to create a new order file from the work file. As When the order is gets created, each Vendor order is assigned a sequential Purchase Order number is assigned to
each vendor’s order. If you wish to change this number, you will need to edit the order file, which is explained laterorder file, outlined later in this document.

From the Optifacts main menu:

Type Select Option 9 - Inventory and press enterEnter.

Type Select Option 4 - EOE Procedures and press enterEnter.

Select Option 2 – Create

New Order Files from Work File and press

Enter.

The Current Work File displays.

Each The list shows each manufacturer’s code will be listed along the left side, and you are prompted line by line if you wish to create an order file for this manufacturer. If there are any records previously existing in an order file for the manufacturer, you will see see a message warning you that an order for the manufacturer exists and has not yet been sentstill needs to send. You can overwrite the pending order, add to the pending order, or respond N respond “N” No to leave the SKU's SKU’s in the work file.Image Removed

Image Added

• Type Y Enter “Y” and press Enter to create a new order file for the selected manufacturer.

If another order file already exists for a selected manufacturer, a prompt will displayis displayed. You will not won’t see this message if another order does not exist.

• Type O Enter “O” to override another existing order. This will replace override replaces any lenses in the existing order file.
• Type A Enter “A” to add to another existing order. This will add function adds the work file lenses to the existing order file.

Image Removed

Image Added

Do you want to edit the new order files to add a PO No. or check/correct lenses (Y/N)?

Image Removed

• Type Y Enter “Y” Yes to edit.
• Type N Enter “N” No to exit and return to the EOE Menu.

Image Added

The order

gets created, and you

return to the EOE Menu.

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

Click here to return to the top of the page.