Search Optifacts User Documentation
Section List
*** The documentation in this guide should be reviewed in order by section number. Click on each page title in the section listing to move to the selected document. ***
- Inventory Startup - Section 1 Loading Lenses & Searching for SKUs
- Inventory Startup - Section 2 Getting Ready for Blank Selection
- Inventory Startup - Section 3 Blank Selection
- Inventory Startup - Section 4 Base Curve Ranges
- Inventory Startup - Section 5 Color Exceptions
- Inventory Startup - Section 6 Marking Bin Locations
- Inventory Startup - Section 7 Stock - Non-Stock Entry
- Inventory Startup - Section 8 Using the Verify Program
- Inventory Startup - Section 9 Lens Vendor EOE Information
- Inventory Startup - Section 10 Ordering Lenses - Purchase & Shorts Advice Reports
- Inventory Startup - Section 11 Working with the EOE Work File
- Inventory Startup - Section 12 Creating the Order File
- Inventory Startup - Section 13 Create and Send the Purchase Order
- Inventory Startup - Section 14 Lens Cost
- Inventory Startup - Section 15 Receiving Lens Orders
- Inventory Startup - Section 16 Cancel a Purchase Order
- Inventory Startup - Section 17 Physical Inventory
- Inventory Startup - Section 18 Switching to Min/Max Ordering Method
- Inventory Startup - Section 19 Appendix A - Navigating the Informix Perform Screen
- Inventory Startup - Section 20 Contact Us
Introduction
This section of our documentation provides instructions for setting up a lab to use Optifacts Inventory.
Procedure
Inventory is an extensive software package that takes considerable time to establish. Several points in its development begin to reap the rewards for the work invested. Some of those points are listed below.
- Get the Stock Keeping Unit (SKU) numbers loaded into the system.
- Load bin locations. Bin locations tell your operators where to put the lenses since they show on the packing lists.
- Mark the lenses as stocked-non-stocked. (Optifacts can set this based on bin locations entered previously.) The SKU numbers appear on the work and pick tickets with indications as to the stock status. (Stocked or non-stocked). It also shows the quantity on the shelf. Lens picking personnel can know if the requested lens is available before heading to the lens room.
- Begin using the Verify program to verify lenses picked and decrement inventory. Also, use the verify screen to flag lenses for short order.
- Load the Lens Vendor phone number and transmission method to the "Manufacturer Table Maintenance" routine. This routine allows electronic lens ordering via the verify system by providing a manufacturer and telephone number for the system to system transfers.
- Begin ordering lenses through the Optifacts system based on Usage.
- Load lens costs to the Inventory system.
- Begin receiving an order that has been placed electronically with the system. This process prints an "Invoice Matching Report" to ensure that the vendor's charges match your receipts and to ensure that the prices on the invoice match the prices you expect to pay.
- Print Physical Forms and take a physical inventory count. This form shows how much you have in stock and its value.
- Switch to Min/Max stocking and ordering methods after building a strong history (3 months). Switch to this system, one vendor at a time to maintain a perpetual inventory that reflects your Usage.
Click here to proceed to Section 1 Loading Lenses & Search.
To view and, or download these instructions as a PDF file, click on the following document image.
