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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 order files.

Procedure

From the Optifacts main menu:

Type 9 - Inventory and press enter.

Type 4 - EOE Procedures and press enter.

Type 3 - Add to or edit the order files and press enter.

Edit the Order File

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

The following screen displays:

  • Type Q and press escape to query the E.O.E. Header table. (Manufacturer to order from Master section)
  • The available order file (s) will display. The active table is indicated by the [ ] brackets in the upper section. Use the N (next) and P (previous) keys to navigate through and find the applicable file.

  • Press D to navigate to the Lenses to Order (Detail section). The table is now active indicated by the [ ] brackets in the lower section.

  • 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.

Add Lenses to the Order File by SKU #

  • Type 2 – Add lenses by SKU (searches for description) and press enter.

The Add by SKU to Order 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 order file.
  • Press Escape to exit.

Add Lenses to the Order 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 order file.

  • To add more items, press any key.
  • Press Escape to return to the menu.

Delete Order File Details

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

The following screen displays:

  • Type Q and press escape to query the E.O.E. Header table. (Manufacturer to order from Master section)
  • The available order file (s) will display. The active table is indicated by the [ ] brackets in the upper section. Use the N (next) and P (previous) keys to navigate through and find the applicable file.

  • Press D to navigate to the Lenses to Order (Detail section). The table is now active indicated by the [ ] brackets in the lower section.

  • Press N (next) or P (previous) until you find the row you want to remove.
  • 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.

Delete the Order File

Once all the rows have been removed from the Detail section of the order, you may remove the Master section.

  • Type M to move back up to the master section.
  • Type R to delete the order.
    • Type Y to confirm
    • Type N to return to the form.
  • Press Escape to exit.


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