Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »

Search Optifacts User Documentation


Table of Contents (on this page)


Introduction

This document provides instructions on how to adjust the frame inventory quantity on hand.

Procedure

From the Optifacts main menu:

Type 12 – Frame-Parts Inventory and press enter.

Type 1 – Editor Utilities and press enter.

Type 2 - Transaction Entry and press enter.

The Inventory Transaction Entry screen displays.

  • Enter the applicable information pressing enter past each field.
  • Category – F
    • (F-Frame C-Contact Lens P-Parts) will display. Make sure F is selected.
  • Trans Type –
    • A-Adj – Adjust inventory by the amount entered. The quantity entered will be stored as the on hand quantity in Optifacts.
    • I-Inc Adj – Increment inventory by the amount entered. If a positive number is entered, it will add to the current on hand quantity. If a negative number is entered, it will subtract from the current on hand quantity.
    • B-Brk – Decrement inventory by the amount entered.
      • Enter the Breakage Department Code and the Transaction units. Note: To reverse a frame breakage, enter the transaction units as a negative quantity (-1).
    • S-Short – Add the amount entered to the Frame Purchase Order.
    • R-Rcpt – Increments inventory by the amount entered.
      • Type the SKU number, transaction units and total transaction dollars.
    • U-Usg – An entry will be stored with a transaction type of U.
    • K-Adjust Order – An entry will be stored with a transaction type of K.
    • T-Transfer – A transfer number will be automatically assigned to the transaction. A message appears that reminds the operator to give this transfer number to the receiving party.
    • C-Cancel – The amount entered will be subtracted from the quantity on hand.
    • L-Loan – When choosing L you will be prompted for a “holding warehouse” and the “borrowing account number”. A reference number will be auto-generated and will populate the Tray/Order# field.  This is for tracking the orders in the background. The account number, sku number and serial number can be used to track these entries.
      • If the customer purchases the instrument after the loan period, an invoice should be created in the stock pricing screen from the “holding” warehouse.Please note that Optifacts will record a sale for the holding warehouse and not the originating one.
      • If the customer returns the item instead of purchasing it you will need to do an instrument return by choosing R-Recpt and then N-Return on Borrowed Instrument.
      • You will always be prompted for a serial number on a “Loan” transaction.

Note: When the part is first set up the Operator can choose: Always prompt for a Serial number, Serial number is optional, never prompt for a serial number.

For parts that have a serial number entered, the transaction units must be 1.

  • Trans Date – MM/DD/YYYY (will default to today’s date)
  • Tray/Order # - Tray # or Rx Order # or P.O. # or Reference #
  • Default Quantity (Y/N) – N
  • SKU Code - SKU Code of the Frame or UCP Code – UCP Code of the Frame
  • Transaction Units - If Y is selected, inventory will only be updated by a quantity of 1. If N is selected, the cursor will display in the Transaction Units and allow a value to be entered.

A message at the bottom of the screen will indicate the SKU and quantity updated.

The cursor returns to the Sku Code field.

  • Press Escape to view more details about the transaction.

  • Press any key to continue.

  • Proceed with the next entry or press Escape once to return to the Category field or press Escape twice to exit.



  • No labels