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Introduction

This document provides instructions to search for, add to, or edit order files.

Procedure

Add Lenses to the Order File

From the Optifacts main menu:

Type Select Option 9 - Inventory and press enterEnter.

Type Select Option 4 - EOE Procedures and press enterEnter.

Select Option 3 - Add to or edit the order files and press

Enter.

Add Lenses to the Order File by SKU #

Similar to the work file, you can add lenses to the order file by SKU, or by entering the lens description and letting the system search for the SKU. Again, entering the SKU is a much faster method for entering lenses. Simply enter Enter or scan the SKU, then enter the quantity to order.

The methods are identical to the methods used with the work file, with the exception that an order for the manufacturer must already exist before you can add lenses to an order a purchase order with either method.

Select Option 2 – Add lenses by SKU (searches for description) and press

Enter.

The Add by SKU to Order File screen displays.Image Removed

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• Type Enter or scan the SKU number to be added and press enter.Type
• Enter the quantity to be added and press enter.
• Type Enter the Tray No. reference (optional.) and press enter.

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The item

gets added to the order file.

• Press Escape to exit and return to the Add/Edit Order Files menu.

Add Lenses to the Order File by Description

Select Option 3 – Add lenses by description (searches for SKU) and press

Enter.

The Add by Description to

Order File screen

is displayed.Image Removed

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

The system

searches for the SKU number and, if found

, it displays on the screen.

• Type the quantity to be added and press enter.
• Type Enter the
• Enter a tray number (optional) and press enter.

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The item is gets added to the order file.Image Removed

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• To add more items, press any key.
• Press Escape to return to the Add/Edit Order Files menu.

Edit the Order File

Select Option 1 - Edit the

Order File (search, change, delete,

and other functions) and press

Enter.

The following screen displays:

There is a Master section on top and a at the top, which contains the information needed for sending the order. The Detail section is on the lower portion of the screen. The Master section will contain the information needed for sending the order. The Detail section contains , containing all of the orders, complete with quantities, tray or purchase order numbers, and SKU information. Use the Master and Detail commands to switch between the lens manufacturers and the lenses on order for that manufacturer. The current section will have has brackets around the fields on the screen. In the Master section, you can edit most of the information with except for the exception of the manufacturer code. You may need to edit the PO Number , or change the telephone number for the modem to dial if the vendor has problems with their modem and ask you to try dialing a different number. For the most part, you will need not need to edit this section.

You cannot remove the master Master entry unless you first remove all of the detail Detail entries for the masterMaster. In the Detail section, you can only edit the quantity and tray number, or remove the entire entry. You may not add entries to your lens order with this screen.Image Removed

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• Type Q Enter “Q” and press escape Escape to query the E.O.E. EOE Header table. (Manufacturer to order from Master section)

The available order file (s)

display. The

[ ] brackets indicate the active table in the upper section.

• Use the N (next) and P (previous) “N” Next and “P” Previous keys to navigate through and the records to find the applicable file.

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• Press D “D” to navigate to the Lenses to Order (Detail) section). The table is now active indicated by the [ ] brackets in the lower section.

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• Press U to update“U” - Update the record.
• Make all the necessary changes in the fields provided.
• Press Escape to save the data.

A message will display displays at the bottom of the screen, indicating that the row has changed.Image Removed

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• Type E Press “E” to exit the screen.

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

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