Search Optifacts User Documentation
Table of Contents (on this page)
Introduction
This document provides instructions to search for, add to, change or delete a work file.
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
Edit the Work File
- Type 1 - Add to or edit the SKU work file and press enter.
- Type 1 – Edit the work file (search, change, delete, etc.)
The EOE Work File table displays.
- Type Q and press escape to query the E.O.E. Work File table.
The available work file (s) will display. Use the N and P keys to navigate through and find the applicable file.
- 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 and return to the Add/Edit Work File menu.
Add Lenses to the Work File by SKU #
- Type 2 – Add lenses by SKU (searches for description) and press enter.
The Add by SKU to Work 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 work file.
- Continue to add more items or press Escape to exit.
Add Lenses to the Work 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 work file.
- Press any key to add more items or press Escape to exit.
Delete Work File
coming soon...
Type 3 - Edit the work 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 N (next) or P (previous) until you find the row you want to remove.
- Press R (remove) to delete the row.
- Type Y to confirm
- Type N to return to the form.
- Press Escape to save the data.
A message will display at the bottom of the screen indicating that the row has been removed.
