Introduction

This document provides instructions on how to adjust the frame inventory quantity on hand.

Procedure

From the Optifacts main menu:

Select Option 12 – Frame-Parts Inventory and press Enter.

Select Option 1 – Editor Utilities and press Enter.

Select Option 2 - Transaction Entry and press Enter.

The Inventory Transaction Entry screen displays.

Enter the applicable information, pressing enter past each field.

Category

(F - Frame, C - Contact Lens, P - Parts) displays. Make sure F is selected.

Trans Type

A - Adj – Adjust inventory by the amount entered. The quantity entered is stored as the on-hand quantity in Optifacts.
I - Inc Adj – Increment inventory by the amount entered. Entering a positive number adds to the current on-hand quantity. Entering a negative number subtracts from the current on-hand quantity.
B - Brk – Decrements inventory by the amount entered.
- Enter the Breakage Department Code and the Transaction units.

To reverse a frame breakage, enter the transaction units as a negative quantity (-1).

S - Short – Add the amount entered to the Frame Purchase Order.
R - Rcpt – Increments inventory by the amount entered.
- Type the SKU number, transaction units, and total transaction dollars.
U - Usg – An entry gets stored with a transaction type of U.
K - Adjust Order – This allows you to adjust the frame order by the value entered. Notice the negative value in the following screenshot:

T - Transfer – A transfer number gets automatically assigned to the transaction. A message appears that reminds the Operator to give this transfer number to the receiving party.
C - Cancel – The amount entered gets subtracted from the quantity on hand.
L - Loan – When choosing L, you get prompted for a “holding warehouse” and the “borrowing account number.” A reference number gets auto-generated and populates the Tray/Order# field. This reference number is for tracking the orders in the background. The account number, sku number, and serial number can be used to track these entries.
- If the customer purchases the instrument after the loan period, you should create an invoice in the stock pricing screen from the “holding” Please note that Optifacts records a sale for the holding warehouse and not the originating one.
- If the customer returns the item instead of purchasing it, you need to do an instrument return by choosing "R"-Recpt and then "N"-Return on Borrowed Instrument.
- You always get prompted for a serial number on a “Loan” transaction

When the part is first set up the Operator can choose: Always prompt for a Serial number, Serial number is optional, never prompt for a serial number. For parts that have a serial number entered, the transaction units must be 1.

Trans Date

MM/DD/YYYY (defaults to today's date)

Tray/Order #

Tray # or Rx Order # or P.O. # or Reference #

Default Quantity (Y/N)

When "Y" gets selected in the Default Quantity field, it only updates inventory by 1.
When "N" gets selected, it takes the cursor to the Transaction Units field and allows you to enter a value.

SKU Code

SKU Code of the Frame or UCP Code – UCP Code of the Frame

Transaction Units

If "Y" is selected, inventory gets updated by a quantity of 1.
If "N" is selected, the cursor is displayed in the Transaction Units and allows you to enter a value.

A message at the bottom of the screen indicates the SKU and quantity were updated.

The cursor returns to the SKU Code field.

Press Escape to view more details about the transaction.

Press any key to continue.

Proceed with your next entry or press Escape once to return to the Category field, or press Escape twice to exit.

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

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Optifacts Knowledge Base

Frame Inventory Transaction

Introduction

Procedure