Search Optifacts User Documentation
Table of Contents (on this page)
Introduction
This document provides instructions for reconciling parts inventory to the physical parts count.
Procedure
Clear Inventory Forms
From the Optifacts Main Menu:
Select Option 12 – Frame Parts Inventory and press Enter.
Select Option 3 – Cycle Counts and press Enter.
Select Option 1 – Clear Inventory Forms and press Enter.
- Clear Forms or Parts? (Y/N) – Press “F” for frame or “P” for parts and press Enter to continue.
- Enter the Warehouse Number if applicable and press Enter. This option only shows up if your system uses multiple store numbers (warehouse numbers).
- O.K. to continue? (Y/N) - Press “Y” to continue or “N” to return to the menu.
The following messages display, “File is Being Cleared” and “File is Finished.”
- Press any key to continue.
Physical Inventory Forms
Select Option 2 - Physical Inventory forms from the Physical Inventory menu and press Enter.
- Press “P” and press Enter to continue.
- Enter the Bin Start or use the asterisk wildcard (*) for all.
- Enter the Bin End or use the asterisk wildcard (*) for all.
- Order by bin location? Enter “Y” for yes or “N” for no.
- Enter the Warehouse number if applicable.
- The system searches for the specified bins.
- Has the data been printed correctly? Enter “Y” for yes or “N” for no.
- Store the entries into the physical inventory file? Enter “Y” for yes or “N” for no.
- Press Escape, to exit.
Physical Count
- Take the forms and do the physical counts of your parts.
Physical Inventory Entry
Select Option 3 - Physical Inventory Entry from the Physical Inventory menu and press Enter.
- Enter “F” for Frames or “P” for parts.
- Enter the warehouse number if applicable.
- Enter the page number.
- Enter or scan the SKU number. The part information populates on the screen.
- Counted – Enter the amount you physically counted and press enter.
- After you have entered all of the counts, press Escape exit the screen.
Physical Count Variance
Select Option 4 – Physical Count Variance from the Frame Parts Inventory menu and press Enter.
- Output to screen only? – Enter “Y” for yes or “N” for no.
- Report on Frame or Parts – Enter “F” for frame or “P” for parts.
- Enter the Warehouse number if applicable.
The report displays on-screen or prints depending on your selection.
- Follow the prompt: “Printing is complete. Touch return to continue.”
Update from Physical Form
Select Option 5 – Update from Physical Form from the Physical Inventory menu and press Enter.
- Update Frame or Parts? - Press “F” for frame or “P” for parts.
- Enter the Warehouse number if applicable.
- Would you like to continue this procedure? – Enter “Y” to proceed or “N” to return to the menu.
- Follow the prompt: “Update complete. Touch a key to continue.”
- Press ESC to return to the main menu.
To view and, or download these instructions as a PDF file, click on the following document image.
