Introduction

This document provides instructions for manually adjusting the minimum and maximum lens inventory quantity, override the automatic system calculation, and running the Min/Max Update.

Switching to Min/Max stocking methods requires that your system has at least three months of valid EOE/inventory history stored. You typically switch to this system one vendor at a time to maintain a perpetual inventory that reflects your usage history.

Procedure

Min/Max Manual Adjustment

If you change the Min/Max setting to Manual, Optifacts won't calculate based upon average usage, and re-orders based only upon the Manual Min/Max values entered.

From the Optifacts main menu:

Select Option 9 - Inventory and press Enter.

Select Option 1 – Editor Utilities and press Enter.

Select Option 5 – On-Hand Min/Max Changes and press Enter.

Search by SKU #

Enter “S” to search by SKU number.

Enter or scan the SKU number.

The item details populate on the screen.

Search by Description

Enter “D” to search by Description.
Enter all relevant item details.

The system searches based upon the input. If found, the item details display on the screen.

Change Quantities

Press Enter until you get to the Min-Stock Quantity field.
Enter the new minimum quantity.
Enter “M” in the Min-Stock Override field to manually control the quantity.
- “M” Manual, to control the minimum stock level manually.
- “C” Computed, to control the quantity based upon usage history.
Enter the new maximum quantity.
Enter “M” in the Max-Stock Override field to manually control the maximum quantity.
- “M” Manual, to control the maximum stock level manually.
- “C” Computed, to control the quantity based upon usage history.

If you change the Min/Max setting to Manual, Optifacts won’t calculate based upon average usage and re-orders based only upon the Manual Min/Max values entered.

Are all the data correct? (Y/N)

Enter one of the following options.
“Y” Yes, to save the data.
“N” No to return to the form.
Press Escape to exit the screen and return to the Optifacts Lens Inventory Editor Utilities Menu.

Min/Max Update

The following are instructions for updating the minimum and maximum stock levels and running the on-hand quantity report.

If you make any changes to Min/Max, you should run the Min/Max Update. We advise that you run the update weekly or at least monthly.

From the Optifacts main menu:

Select Option 9 - Inventory and press Enter.

Select Option 3 – Inventory Procedures and press Enter.

Select Option 2 – Min/Max Update and press Enter.

The following message displays:

Enter “Y” to update the minimum and maximum stock levels.
Enter “N” to exit the screen without updating the minimum and maximum stock levels.

To view and download these instructions as a PDF file, click on the following document image.

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Optifacts Knowledge Base

Min Max Manual Adjustment & Update