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Search Optifacts User Documentation


Table of Contents (on this page)


Introduction

This document provides instructions to search for, add to, change or delete a work file.

Procedure

From the Optifacts main menu:

Type 9 - Inventory and press enter.

Type 4 - EOE Procedures and press enter.

The following screen displays: (This screen will display only if your lab is setup for multiple warehouses.)

  • Enter the applicable Warehouse ID and press enter.

The EOE menu displays.

Add Lenses to the Work File by SKU #

  • Type 1 - Add to or edit the SKU work file
  • Type 2 – Add lenses by SKU (searches for description) and press enter.

The Add by SKU to Work File screen displays.

  • Type or scan the SKU number to be added and press enter.
  • Type the quantity to be added and press enter.
  • Type the Tray No. reference (optional) and press enter.



The item is added to the work file.

  • Continue to add more items or press Escape to exit and return to the Add/Edit Work File menu.

Add Lenses to the Work File by Description

  • Type 3 – Add lenses by description (searches for SKU) and press enter.

The Add by Description to Work File screen displays.

  • Enter all the applicable information pressing enter past each field.
  • The system will search for the SKU number and if found will display it on screen.
  • Type the quantity to be added and press enter.
  • Type a tray number (optional) and press enter.

The item is added to the work file.

  • Press any key to add more items or press Escape to exit.

Edit the Work File

From the Add/Edit Work File menu:

  • Type 1 – Edit the work file (search, change, delete, etc.) 

The EOE Work File table displays.

  • Type Q and press escape to query the EOE. Work File table.

The available work file (s) will display. Use the N and P keys to navigate through and find the applicable file.

  • Press U to update.
  • Make all the necessary changes in the fields provided.
  • Press Escape to save the data.

A message will display at the bottom of the screen indicating that the row has changed.

  • Type E to exit and return to the Add/Edit Work File menu.

Delete Work File

From the Add/Edit Work File menu: 

  • Type 1 - Edit the work file (search, change, delete, etc.) and press enter.

The following screen displays:

  • Type Q and press escape to query the EOE. Header table. (Manufacturer to order from Master section)

The available work file (s) will display.

  • Use the N (next) and P (previous) keys to navigate through and find the applicable file.

Note: You will have to enter the applicable Warehouse ID when you query if your lab is setup for multiple warehouses.

  • Once you have found the applicable row, press R (remove) to delete the row.
    • Type Y to confirm
    • Type N to return to the form.
  • Press Escape to save the data.

A message will display at the bottom of the screen indicating that the row has been removed.

  • Type E to exit and return to the Add/Edit Work File menu.



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