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Search Optifacts User Documentation


Table of Contents (on this page)


Introduction

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

Procedure

From the Optifacts main menu:

Type 9 - Inventory and press enter.

Type 4 - EOE Procedures and press enter.

The following screen displays: (This screen will display only if your lab is setup for multiple warehouses.)

  • Enter the applicable Warehouse ID and press enter.

The EOE menu displays.

  • Type 3 - Add to or edit the order files and press enter.

Add Lenses to the Order File by SKU #

  • Type 2 – Add lenses by SKU (searches for description) and press enter.

The Add by SKU to Order File screen displays.

  • Type or scan the SKU number to be added and press enter.

  • Type the quantity to be added and press enter.

  • Type the Tray No. reference (optional) and press enter.

  • The item is 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

  • Type 3 – Add lenses by description (searches for SKU) and press enter.

  • The Add by Description to Work File screen displays.

  • Enter all the applicable information pressing enter past each field.
  • The system will search for the SKU number and if found will display it on screen.
  • Type the quantity to be added and press enter.
  • Type a tray number (optional) and press enter.

The item is added to the order file.

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

Edit the Order File

  • Type 1 - Edit the order file (search, change, delete, etc.) and press enter.

The following screen displays:

  • Type Q and press escape to query the E.O.E. Header table. (Manufacturer to order from Master section)
  • The available order file (s) will display. The active table is indicated by the [ ] brackets in the upper section. Use the N (next) and P (previous) keys to navigate through and find the applicable file.

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

  • Press U to update.
  • Make all the necessary changes in the fields provided.
  • Press Escape to save the data.

A message will display at the bottom of the screen indicating that the row has changed.

  • Type E to exit the screen.


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