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Search Optifacts User Documentation


Table of Contents (on this page)

Introduction

This document provides instructions for setting up the required custom configuration and the Custom Lite-Ups menu. You can build pricing options categories in the Custom Menu for use within order entry.  This feature prompts the operator to scale down though lite-up categories in the Order Entry Pricing Options screen.

Procedure

Setup the Custom Configuration

From the Optifacts main menu:

Type 3 - Editor Utilities and press enter.

Type 6 - Configuration Editor and press enter.

Type 6 – Edit Custom Configuration and press enter.

The Custom Configuration Editor displays.

  • Press Q to Query to search if the table you are looking for exists.

If the table does not exist:

  • Type A to add a new record.
  • Enter all the data as shown in the diagram below.
  • Press Escape to save the data.
  • Type E to exit the screen.

Setup the Custom Lite-up Menu

From the Optifacts main menu:

Type 3 - Editor Utilities and press enter.

Type 4 - Pricing Database Editor and press enter.

Type 4 - Lite-up Options and press enter.

Type 3 - Custom Lite-up Menu Editor and press enter.

The Lite-up Menu Editor Displays.

  • Press A to add a new record.

Lite-Up Option Fields:

Menu Level: A prompt to specify the menu level where the Option Description is to display.

  • Type the menu level number and press enter.
  • Type the menu level group name and press enter.

Example: Menu level number 1 would be the first description (s) / category (s) to display on screen. When selected the next level description (s) would display. 

LevelDescription
Level 1Coatings
Level 2AR Coatings
Level 3AR Coating Name 1
Level 3AR Coating Name 2
Level 3AR Coating Name 3


Level 1Tints
Level 2Solid Colors 
Level 3Grey 3
Level 3Brown 3


Level 2Gradient Colors
Level 3Grad Grey 3
Level 3Grad Brown 3


OPTION DESCRIPTION: This is Name or Category title that will display on screen.

  • Type the description and press enter.
  • The cursor will move to the Option Number field.


OPTION NUMBER: This number indicates the order in which you want the Description to appear in the list.

  • Type the Option Number and press enter.


Example: The Option Description Name Coatings is number 3 in the Main Menu listing.

 +----------------------------------------------------------------------------+ 
 | Main Menu                                                  Active Liteups  | 
 |                                                                            | 
 |                                                                            | 
 | 1  Edgings                                                                 | 
 | 2  Tints                                                                   | 
 | 3  Coatings                                                                | 
 | 4  Repair/Svc                                                              | 
 | 5  Frame / Misc                                                            | 
 | 6  Lens Packages                                                           | 
 | 7  Frame Packages                                                          | 
 |                                                                            | 
 | 10 Promotions                                                              | 
 |                                                                            | 
 | 12 Coupons                                                                 | 
 |                                                                            | 
 | 14 Discounts                                                               | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |Option [   ]                       <  >                     Option          | 
 +----------------------------------------------------------------------------+ 

                                                                                

  • The cursor will move to the Menu Group Name field.


MENU GROUP NAME: This will be the menu header name.

  • Type the Group Name and press enter.

 

Example: The Group Name is Coatings.

 +----------------------------------------------------------------------------+ 
 | Coatings                                                   Active Liteups  | 
 |                                                                            | 
 |                                                                            | 
 | 1  A.R. Coatings                                                           | 
 | 2  UV Coatings                                                             | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |Option [3  ]                       <  >                     Option          | 
 +----------------------------------------------------------------------------+ 

  • The Cursor will move to the Option Display Row field.

 

OPTION DISPLAY ROW: This will indicate in which row the Option Description will appear.

  • Type the number and press enter.


OPTION DISPLAY COLUMN: This will indicate in which column the Option Description will appear.

  • Type Y (yes) to disable or N (no) to enable and press enter.


LITE-UP (NUM): NOT the number viewed on the Layout screen.

  • Enter first number on pricing options available report for pricing option and press enter.


LITE-UP (BIT):  NOT the number viewed on the Layout screen.

  • Enter second number on pricing options available report for pricing option and press enter.


  • Press Escape to save the data.



Example of levels:

       

Setup

                              LITEUP MENU EDITOR                                
------------------------------------------------------------------------------- 
                                                                                
Menu Level         [1     ]                                                     
Menu Group Name    [Main Menu      ]                                            
                                                                                
     Option Description    [Coatings       ]                                    
     Option Number         [3     ]                                             
                                                                                
     Option Display Row       [1     ]                                          
     Option Display Column    [5     ]                                          
                                                                                
     Lite-Up (num):   [      ]                                                  
     Lite-Up (bit):   [      ]                                                  
                      (Lite-ups:  NOT the number viewed on screen)           

   

                              LITEUP MENU EDITOR                                
------------------------------------------------------------------------------- 
                                                                                
Menu Level         [2     ]                                                     
Menu Group Name    [Coatings       ]                                            
                                                                                
     Option Description    [A.R. Coatings  ]                                    
     Option Number         [1     ]                                             
                                                                                
     Option Display Row       [1     ]                                          
     Option Display Column    [3     ]                                          
                                                                                
     Lite-Up (num):   [      ]                                                  
     Lite-Up (bit):   [      ]                                                  
                      (Lite-ups:  NOT the number viewed on screen)              
                                                                                                                                                                




                              LITEUP MENU EDITOR                                
------------------------------------------------------------------------------- 
                                                                                
Menu Level         [3     ]                                                     
Menu Group Name    [A.R. Coatings  ]                                            
                                                                                
     Option Description    [Essilor AR Coat]                                    
     Option Number         [1     ]                                             
                                                                                
     Option Display Row       [1     ]                                          
     Option Display Column    [2     ]                                          
                                                                                
     Lite-Up (num):   [      ]                                                  
     Lite-Up (bit):   [      ]                                                  
                      (Lite-ups:  NOT the number viewed on screen)              
                                                                                


                             LITEUP MENU EDITOR                                
------------------------------------------------------------------------------- 
                                                                                
Menu Level         [4     ]                                                     
Menu Group Name    [Essilor AR Coat]                                            
                                                                                
     Option Description    [Crizal         ]                                    
     Option Number         [1     ]                                             
                                                                                
     Option Display Row       [1     ]                                          
     Option Display Column    [2     ]                                          
                                                                                
     Lite-Up (num):   [10    ]         CRIZAL                                   
     Lite-Up (bit):   [13    ]                                                  
                      (Lite-ups:  NOT the number viewed on screen)              

          

                                                                      
                                                                                
                              LITEUP MENU EDITOR                                
------------------------------------------------------------------------------- 
                                                                                
Menu Level         [4     ]                                                     
Menu Group Name    [Essilor AR Coat]                                            
                                                                                
     Option Description    [Alize          ]                                    
     Option Number         [2     ]                                             
                                                                                
     Option Display Row       [1     ]                                          
     Option Display Column    [3     ]                                          
                                                                                
     Lite-Up (num):   [10    ]         ALIZE                                    
     Lite-Up (bit):   [14    ]                                                  
                      (Lite-ups:  NOT the number viewed on screen)              
                                                                                
                                                                                
 



As viewed in Layout:

 +----------------------------------------------------------------------------+ 
 | Main Menu                                                  Active Liteups  | 
 |                                                                            | 
 |                                                                            | 
 | 1  Edgings                                                                 | 
 | 2  Tints                                                                   | 
 | 3  Coatings                                                                | 
 | 4  Repair/Svc                                                              | 
 | 5  Frame / Misc                                                            | 
 | 6  Lens Packages                                                           | 
 | 7  Frame Packages                                                          | 
 |                                                                            | 
 | 10 Promotions                                                              | 
 |                                                                            | 
 | 12 Coupons                                                                 | 
 |                                                                            | 
 | 14 Discounts                                                               | 

 |                                                                            | 
 |Option [   ]                       <  >                     Option          | 
 +----------------------------------------------------------------------------+ 

 +----------------------------------------------------------------------------+ 
 | Coatings                                                   Active Liteups  | 
 |                                                                            | 
 |                                                                            | 
 | 1  A.R. Coatings                                                           | 
 | 2  UV Coatings                                                             | 
 |                                                                            | 
 |                                                                            | 

 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |Option [   ]                       <  >                     Option          | 
 +----------------------------------------------------------------------------+ 

                                                                                

 +----------------------------------------------------------------------------+ 
 | A.R. Coatings                                              Active Liteups  | 
 |                                                                            | 
 | 1  Essilor AR Coat                                                         | 
 |                                                                            | 
 | 2  Zeiss AR Coats                                                          | 
 |                                                                            | 
 | 3  Other AR Coats                                                          | 
 |                                                                            | 
 |                                                                            | 

 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |Option [   ]                       <  >                     Option          | 
 +----------------------------------------------------------------------------+ 

                                                                                

 +----------------------------------------------------------------------------+ 
 | Essilor AR Coat                                            Active Liteups  | 
 |                                                                            | 
 |193 Crizal                                                                  | 
 |194 Alize                                                                   | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |                                                                            | 
 |Option [   ]                       <  >                     Option          | 
 +----------------------------------------------------------------------------+ 

Using the Custom Lite-up Menu

From the Optifacts main menu:

Type 4 - Run Layout and press enter.

  • Continue the layout process until the Custom Lite-ups screen displays.

The option numbers appear on the left side of the screen

  • Type the applicable option number and press enter.

 +----------------------------------------------------------------------------+ 
 | Main Menu                                                  Active Liteups  | 
 |                                                                            | 
 |                                                                            | 
 | 1  Edgings                                                                 | 
 | 2  Tints                                                                   | 
 | 3  Coatings                                                                | 
 | 4  Repair/Svc                                                              | 
 | 5  Frame / Misc                                                            | 
 | 6  Lens Packages                                                           | 
 | 7  Frame Packages                                                          | 
 |                                                                            | 
 | 10 Promotions                                                              | 
 |                                                                            | 
 | 12 Coupons                                                                 | 
 |                                                                            | 
 | 14 Discounts                                                               | 
 |                                                                            | 

 |Option [3  ]                       <  >                     Option          | 
 +----------------------------------------------------------------------------+ 

  • The second level will display.
  • Type the applicable number and press enter.

 +----------------------------------------------------------------------------+ 
 | Coatings                                                   Active Liteups  | 
 |                                                                            | 
 |                                                                            | 
 | 1  A.R. Coatings                                                           | 
 | 2  UV Coatings                                                             | 
 |                                                                            | 

 |                                                                            | 
 |Option [1  ]                       <  >                     Option          | 
 +----------------------------------------------------------------------------+ 


  • The next level of options will display.
  • Type the applicable number and press enter.

 +----------------------------------------------------------------------------+ 
 | A.R. Coatings                                              Active Liteups  | 
 |                                                                            | 
 | 1  Essilor AR Coat                                                         | 
 |                                                                            | 
 | 2  Zeiss AR Coats                                                          | 
 |                                                                            | 
 | 3  Other AR Coats                                                          | 
 |                                                                            | 
 |                                                                            | 

 |Option [1  ]                       <  >                     Option          | 
 +----------------------------------------------------------------------------+  


  • The next level of options will display.
  • If the list shows the lite-ups to be selected:
    • Use the à right arrow key to move the cursor to the Option field on the right side of the screen.
    • Type the applicable lite-up number and press enter.

 +----------------------------------------------------------------------------+ 
 | Essilor AR Coat                                            Active Liteups  | 
 |                                                                            | 
 |193 Crizal                                                                  | 
 |194 Alize                                                                   | 
 |                                                                            | 

 |                                                                            | 
 |Option                             <  >                     Option[193]     | 
 +----------------------------------------------------------------------------+ 
                               Insert=recall opts                               
                                                                                                                                                                

  • The lite-up will then appear under the Active Lite-ups heading.

 +----------------------------------------------------------------------------+ 
 | Essilor AR Coat                                            Active Liteups  | 
 |                                                       193          CRIZAL  | 
 |193 Crizal                                                                  | 
 |194 Alize                                                                   | 
 |                                                                            | 
 |                                                                            | 

 |                                                                            | 
 |                                                                            | 
 |Option                             <  >                     Option[193]     | 
 +----------------------------------------------------------------------------+ 
                               Insert=recall opts                               
                                                                                

  • Press enter to continue the layout process or press escape to return to the custom lite-ups menus.








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