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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 for using WinSCP for your monthly manufacturer reports.
Procedure
- Run your reports in Optifacts. (Refer to the Manufacturer Reports document for full details),
- Download WinSCP from the following link: https://winscp.net/eng/download.php and install it on the computer used to run the reports.
- Contact support@optifacts.com to have one of the support team personnel configure the settings for you.
Login to WinSCP
- Open and log on to WinSCP with your Optifacts the following user name and password.
- Username - reports
- Password - reports
- Go to the following directory: Optifacts/Share/mfr_reports (Once set, it opens automatically in this directory the next time WinSCP opens.)
- Refresh the screen by clicking the green arrows (as shown in the diagram below)
The report is now in the right-side window.
- Click on the file and drag it over to the local folder on the screen’s left side of the screen.
The report is now in the local folder on the left side of the screen.
- Immediately Right Click on the file name in the local folder on the left side of the screen, and then click on Rename. A suggestion is to add a date to the file name (For exampleExample, ‘TransDat12-2019.csv’) so that it won’t get overridden by the same file next month.
After renaming the file, it is ready to email to Essilor.
- Drag and Drop the file into your email and send it to Essilor.
Exit WinSCP
- Click the ‘X’ on the top right corner of the WinSCP window.
To view and, or download these instructions as a PDF file, click on the following document image.
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