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Introduction
This document provides instructions for running monthly Manufacturer Reports.
All the manufacturer reports now run from the Manufacturer Reports Menu. (Menu option 5-10-1). The reports no longer print or save to disk. Retrieve them to a local folder using WinSCP and e-mail them to the appropriate manufacturer. (Refer to the WinSCP documentation for full instructions).
The Shamir report and the Essilor Digital report need to run BEFORE the month-end update is completed. Each manufacturer has a menu option, so you may be able to update the information to be included in the reports. Not all editing options are available at this time.
Procedure
From the Optifacts Main Menu:
Type 5 – Report Generators and press enter.
Type 10 – Custom Reports Menu and press enter.
Type 1 – Manufacturer Reports Menu and press enter.
The Manufacturer Reports Menu displays.
Zeiss Reports
There are 2 reports for Zeiss. The first, Zeiss Expert Dividends report, is the same as before. It creates and ORDER and RETAIL report. The next is the Zeiss Redo Report. Run this report if you are producing Zeiss Digital lenses in your lab.
Zeiss Expert Dividends Report
Select Menu Option 1 - Zeiss Expert Dividends Report. This report has run in the past. The sub-menu contains its editor screens.
Zeiss Color Editor
Select Menu Option 2 - Zeiss Color Editor. From the Zeiss Expert Dividends Menu.
Add new color codes to the report when adding Zeiss Coatings to the color codes.
- Type A and press enter to add a new record.
- The Report Id defaults to ZEISS, and you are not allowed to edit that name.
- Add the color code and the name for the coating that Zeiss requests.
- Press the ESC key to save the data.
- Type E to exit the screen.
Zeiss Coating Editor
Select Menu Option 3 - Zeiss Coating Editor. From the Zeiss Expert Dividends Menu.
Add lite-ups for the Zeiss AR and Zeiss Hardcoat lite-ups to match the Optifacts lite-up names.
- Type A and press enter to add a new record.
- The Report Id defaults to ZEISS, and you are not allowed to edit that name.
- Add the lite-up name and the name for the coating that Zeiss requests.
- Press the ESC key to save the data.
- Type E to exit the screen
Zeiss Redo Report
Select Option 2 - Redo Report Menu. From the Zeiss Reports Menu. It’s only for Zeiss Digital lenses produced in your lab. If you need this report, call Optifacts.
Zeiss Type Code Report Editor
Select Menu Option 3 – Zeiss Type Code Report Editor from the Zeiss Reports Menu. This report is already set up with the current requirements from Zeiss. If they add additional types, use this option to add them here.
- Type A and press enter to add a new record.
- The Report Id defaults to ZEISS, and you are not allowed to edit that name.
- Add the type code and the WORDING that Zeiss requests for the lens.
Zeiss Report Options Editor
Select Menu Option 4 – Zeiss Report Options Editor from the Zeiss Reports Menu. This report is the lite-up report for redo jobs. Lite-ups added for use in the Optifacts LMS for Zeiss AR coatings, Zeiss hard coatings, redo jobs, and jobs subbed out to another lab are set up here for reporting purposes. This table establishes the lite-ups, and the previous tables provide the translations for these lite-ups to what Zeiss requests.
- Type A and press enter to add a new record.
- The Report Id defaults to ZEISS, and you are not allowed to edit that name.
- Add the applicable group in the Report As field. The list to the right side of the field is the groups required by Zeiss.
- Add the lite-ups need to one of those groups. There may be more than one lite-ups in a group. Make an entry for each lite-up separately.
Varilux Statistics Report
Select Menu Option 2 – Varliux Statistics Report from the Manufacturer Reports Menu. This report has run in the past. The sub-menu contains its editor screens.
- To run the report, select Option 1 from the Varilux Report Menu.
- Follow the on-screen prompts and enter all the appropriate report options.
The report either prints or gets sent to a file depending on the report settings. If it gets sent to a file and needs to be sent to the vendor electronically, it can be retrieved using WinSCP. Refer to the WinSCP documentation for full details on retrieving the report.
Varilux Report Editor
Select Menu Option 2 – Varliux Report Editor from the Varilux Report Menu. This report controls the type code, CBT name, color code, and column settings of the report.
- Type the letter A to add a new record.
- Enter all applicable data, pressing enter past each field.
- Press the ESC key to save the data.
- Type E to exit the screen.
Varilux Report Options Editor
Select Menu Option 3 – Varliux Report Options Editor from the Varilux Report Menu. This editor controls the lite-up descriptions used in the report.
- Type the letter A to add a new record.
- Enter all applicable data, pressing enter past each field.
- Press the ESC key to save the data.
- Type E to exit the screen.
Transitions Sales Report
Select Menu Option 3 – Transitions Sales Report from the Manufacturer Reports Menu. This report has run in the past. The sub-menu contains its editor screens.
- To run the report, select Option 1 from the Transitions Report Menu.
- Follow the on-screen prompts and enter all the appropriate report options.
The report either prints or gets sent to a file depending on the report settings. If it gets sent to a file and needs to be sent to the vendor electronically, it can be retrieved using WinSCP. Refer to the WinSCP documentation for full details on retrieving the report.
Transitions Report Options Editor
Select Menu Option 2 Transitions Options Editor from the Transitions Report Menu. This screen is the editor for the lite-ups included in the report. A group can be added either as REDO or AR. The pricing text is the exact wording of the lite-up for each group. REDO would be all the lite-ups used to designate a job as a REDO, and the AR group would have all the lite-ups used for AR coatings.
- Type A to add a new record. Or, if editing an entry, type U to update.
- The Report ID field defaults to TRANSITIONS, and editing the name is not allowed.
- Enter all applicable data, pressing enter past each field.
- Press the ESC key to save the data.
- Type E to exit the screen.
The report either prints or gets sent to a file depending on the report settings. If it gets sent to a file and needs to be sent to the vendor electronically, it can be retrieved using WinSCP. Refer to the WinSCP documentation for full details on retrieving the report.
Seiko Monthly Report
To view and, or download these instructions as a PDF file, click on the following document image.
