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Introduction

This document provides instructions on how to match the quantity on hand (in the system) to the physical lens count in the inventory. Use these procedures to adjust your quantity on hand, report on the count that has been changed and adjust cost.

Procedure

Print Physical Forms and take a physical inventory count. This will show how much you have in stock and its value. 

Physical inventory is another important procedure that cannot be overlooked. It is important for the system to ‘know’ how many lenses are available for picking and min/max reasons. Optifacts has a few different methods of obtaining a physical inventory count, but they all involve you actually counting all those lenses.

If you have a few terminals with barcode readers attached, the counting of inventory can be made simpler by utilizing these stations. Remote or portable scanners are also available that make inventory a breeze. Some labs move lenses a drawer or bin at a time to a station, count it, and return it back to the inventory area, repeating this until all lenses have been counted.

When doing your first physical inventory with Optifacts, it might be a good idea to have Optifacts support reset all lens counts to zero (0) quantity right before you start counting. You can then use a scanner to scan and count all lenses, incrementing SKU counts as you proceed. For all physical counts after this, you will be able to print discrepancy reports, showing any quantity differences in pre and post physical count quantities.

Cycle Counts are one of the most important functions of Inventory Management. This procedure ensures that the actual number of lenses on the shelf match the inventory in the system.

Performing an inventory count is a multi-step process as follows:

1. Clear out any previous counts.
2. Print cycle count sheets that list the lens SKUs, bins locations and (expected) quantity on hand.
3. Physically count the inventory.
4. Variance Report lists any changes to the inventory that were found.
5. Update the system’s inventory to reflect the changes.

From the Optifacts main menu:

Type 9 - Inventory and press enter.

Type 3 – Inventory Procedures and press enter.

Type 10 – Physical Inventory Menu and press enter.

The Optifacts Lens Inventory Physical Inventory Menu displays.

Step 1 Clear Inventory Forms

• Type 1 – Clear Inventory Forms and press enter.
• OK. to Continue (Y/N) ?
  • Type Y and press enter to clear the file.
  • Type N to return to the menu.

• Press enter to return to the Optifacts Lens Inventory Physical Inventory Menu.

Step 2 Generate Forms

• Type 2 – Physical Inventory Forms and press enter.

The Inventory Physical Form Generate screen displays.

• Type the starting bin location in the Bin Start field or type * to designate all bins and press enter.
• Type the ending bin location in the Bin End field or type * to designate all bins and press enter.
• Type Y in the Order by Bin Location? (Y/N) field and press enter.
• Type the style code or type * to designate all styles and press enter.
• Type the Seg. Size or type * to designate all seg sizes and press enter.
• Type the Material code or type * to designate all materials and press enter.
• Type the Color code or type * to designate all colors and press enter.
• Type the Lens Type code or type * to designate all types and press enter.
• Type the beginning diameter or type * to designate all diameters and press enter.
• Type the ending diameter or type * to designate all diameters and press enter.
• Type the beginning base or type * to designate all bases and press enter.
• Type the ending base or type * to designate all bases and press enter.
• Type the beginning cylinder or type * to designate all cylinders and press enter.
• Type the ending cylinder or type * to designate all cylinders and press enter.
• Type the beginning upper add or type * to designate all upper adds and press enter.
• Type the ending upper add or type * to designate all upper adds and press enter.
• Type the beginning lower add or type * to designate all lower adds and press enter.
• Type the ending lower add or type * to designate all lower adds and press enter.
• Type 0 for regular thickness or 1 for extra thickness and press enter.
• Type the mfr code or type * to designate all manufacturers and press enter.

• Has the data been printed correctly(Y/N)
  • Type Y if it printed correctly.
  • Type N to repeat the process.
• Store the entries into the physical inventory file (Y/N)
  • Type Y and press enter.
• Press Escape to return to the Optifacts Lens Inventory Physical Inventory menu.

Step 3 Verify and Enter Inventory Count

Manually verify the physical inventory in the bins and write the quantity on the report.

• Type 3 – Physical Inventory Entry and press enter. (Your lab may be configured to take you directly to the entry form from this menu option as shown in the following diagram).

• Type 2 - Enter counts manually and press enter. (you will only see the menu options as shown in the following diagram if your lab is configured as such).

• Once the Inventory Physical Entry form displays, type 1 in the page # field and press enter.

Note: The page numbers in the printed report and the page numbers on screen do not always match. The best method is to start with page 1 on screen and put a check-mark next to the listings on the printed report as they are verified.

• Press Enter past the SKU field.
• The first entry is displayed on screen.

• Type the number of lenses from the manual verification of physical inventory in the Counted field and press enter.
  • The next SKU automatically displays.
• When all changes are complete, press Escape to exit.

Note: If you go back through Physical Inventory Entry without reprinting the Physical Inventory Report, the changes you made will not be reflected onscreen even though the system has stored the change. The Physical Inventory Report is not a real time report. It is only as valid as the last time that the forms were run. To see the most recent changes, rerun the Physical Inventory Report.

Step 4 Variance Report

• Type 4 – Physical Count Variance and press enter.

• Output to Screen Only? (Y/N)
  • Type N and press enter to print the report.

The “Printing is complete” message displays.

• Press Enter to return to the Optifacts Lens Inventory Physical Inventory Menu.

Step 5 Update Inventory

Once the Physical Variance is completed:

• Type 5 – Update From Physical Form and press enter.

The Inventory Physical Update Routine displays.

• Enter the Bin Start location or leave * for all locations and press enter.
• Enter the Bin end location or leave * for all locations and press enter.
• Would you like to begin this procedure? (Y/N)
  • Type Y to continue and press enter.
  • Type N or Escape to return to the menu.

If you typed Y to continue, the inventory will be updated and the Update Process Complete message will display.

• Press any key to return to the Optifacts Lens Inventory Physical Inventory Menu.

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