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Search Optifacts User Documentation

Table of Contents (on this page)


Introduction

This document provides instructions for performin an inventory transaction.

Procedure


Coming soon.....


From the Optifacts main menu:

Type 9 - Inventory and press enter.

Type 1 – Editor Utilities and press enter.

Type 7 – Inventory Transaction Entry and press enter.

The Inventory Transaction Entry screen displays.

  • Type the applicable option and press enter.
    • Adj - Adjusts quantity on hand
    • Inc - Will Increment (increase of decrease) inventory
    • Brk - Breakage – will decrease inventory
    • Short - Will place order
    • Usg - Will decrement inventory
    • Skip - If manufacturer is set up to use usage then it will skip whatever amount you specify before ordering again
    • Tray/order # - is a text field
    • Default Qty - Y = 1, N = more than 1 unit
  • Type or scan the SKU, or enter the description details

+------------------------------------------------------------------------------+
|                        INVENTORY TRANSACTION ENTRY                           |
|                                                                              |
|Trans Type.....: A (A-Adj I-Inc Adj B-Brk S-Short R-Recpt U-Usg K-Skip)       |
|Trans Date.....: 04/04/2013                                                   |
|Tray/Order #...: 123         (Tray # OR Rx Order # OR P.O. # OR Reference #)  |
|Default Quantity (Y/N):  N                                                    |
|SKU #.....:            (Enter SKU # Or Press Return To Search By Description) |
|Style.....:                   Breakage Dept Code.:                            |
|Seg Size..:                   Transaction Units..:                            |
|Material..:                   Transaction Dollars:                            |
|Color.....:                   (Sales $ for Usage)                             |
|Ln-Type...:                                                                   |
|Diameter..:                                                                   |
|Base......:                                                                   |
|Cyl.......:                                                                   |
|Add-U.....:                                                                   |
|Add-L.....:                                                                   |
|Xtra-Th...:                                                                   |
|Mfr.......:                                                                   |
|R/L.......:                                                                   |
|Cen Thick.:      to                                                           |
|                                                                              |
+------------------------------------------------------------------------------+
  


















                                                                              

  • Type the Transactions Units quantity and press enter

+------------------------------------------------------------------------------+
|                        INVENTORY TRANSACTION ENTRY                           |
|                                                                              |
|Trans Type.....: A (A-Adj I-Inc Adj B-Brk S-Short R-Recpt U-Usg K-Skip)       |
|Trans Date.....: 04/04/2013                                                   |
|Tray/Order #...: 123         (Tray # OR Rx Order # OR P.O. # OR Reference #)  |
|Default Quantity (Y/N):  N                                                    |
|SKU #.....:0091326082  (Enter SKU # Or Press Return To Search By Description) |
|Style.....:SVST               Breakage Dept Code.:                            |
|Seg Size..:                   Transaction Units..:        1                   |
|Material..:P                  Transaction Dollars:                            |
|Color.....:PAR                (Sales $ for Usage)                             |
|Ln-Type...:NA                                                                 |
|Diameter..: 65                                                                |
|Base......:  2.50                                                             |
|Cyl.......: -1.00                                                             |
|Add-U.....:  0.00                                                             |
|Add-L.....:  0.00                                                             |
|Xtra-Th...:0                                                                  |
|Mfr.......:HO                                                                 |
|R/L.......:R                                                                  |
|Cen Thick.: 2.00 to  2.00                                                     |
|                                                                              |
+------------------------------------------------------------------------------+
                                                                                

  • The quantity is updated

+------------------------------------------------------------------------------+
|                        INVENTORY TRANSACTION ENTRY                           |
|                                                                              |
|Trans Type.....: A (A-Adj I-Inc Adj B-Brk S-Short R-Recpt U-Usg K-Skip)       |
|Trans Date.....: 04/04/2013                                                   |
|Tray/Order #...: 123         (Tray # OR Rx Order # OR P.O. # OR Reference #)  |
|Default Quantity (Y/N):  N                                                    |
|SKU #.....:            (Enter SKU # Or Press Return To Search By Description) |
|Style.....:SVST               Breakage Dept Code.:                            |
|Seg Size..:                   Transaction Units..:  2                         |
|Material..:P                  Transaction Dollars:                            |
|Color.....:PAR                (Sales $ for Usage)                             |
|Ln-Type...:NA                                                                 |
|Diameter..: 65                                                                |
|Base......:  2.50                                                             |
|Cyl.......: -1.00                                                             |
|Add-U.....:  0.00                                                             |
|Add-L.....:  0.00                                                             |
|Xtra-Th...:0                                                                  |
|Mfr.......:HO                                                                 |
|R/L.......:R                                                                  |
|Cen Thick.: 2.00 to  2.00                                                     |
               Update SKU 0091326082 Quantity = 2                               
+------------------------------------------------------------------------------+






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