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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 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.
- 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.
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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 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:
- 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’"R"-Recpt and then ‘N’"N"-Return on Borrowed Instrument.
- You always get prompted for a serial number on a “Loan” transaction
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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 (defaults to today’s today's date)
Tray/Order #
- Tray # or Rx Order # or P.O. # or Reference #
Default Quantity (Y/N)
- When ‘Y’ "Y" gets selected in the Default Quantity field, it only updates inventory by 1.
- When ‘N’ "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’ "Y" is selected, inventory gets updated by a quantity of 1.
- If ‘N’ "N" is selected, the cursor is displayed in the Transaction Units and allows you to enter a value.
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.
- Press any key to continue.
- 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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