Introduction

This document provides instructions to search for, add to, or edit order files.

Procedure

Add Lenses to the Order File

From the Optifacts main menu:

Select Option 9 - Inventory and press Enter.

Select Option 4 - EOE Procedures and press Enter.

Select Option 3 - Add to or edit the order files and press Enter.

Add Lenses to the Order File by SKU #

Similar to the work file, you can add lenses to the order file by SKU, or by entering the lens description and letting the system search for the SKU. Again, entering the SKU is a much faster method for entering lenses. Enter or scan the SKU, then enter the quantity to order.

The methods are identical to the methods used with the work file, with the exception that an order for the manufacturer must already exist before you can add lenses to a purchase order with either method.

Select Option 2 – Add lenses by SKU (searches for description) and press Enter.

The Add by SKU to Order File screen displays.

Enter or scan the SKU number.
Enter the quantity.
Enter the Tray No. reference (optional.)

The item gets added to the order file.

Press Escape to exit and return to the Add/Edit Order Files menu.

Add Lenses to the Order File by Description

Select Option 3 – Add lenses by description (searches for SKU) and press Enter.

The Add by Description to Order File screen is displayed.

Enter all the applicable information pressing Enter past each field.

The system searches for the SKU number and, if found, it displays on the screen.

Enter the
Enter a tray number (optional).

The item gets added to the order file.

To add more items, press any key.
Press Escape to return to the Add/Edit Order Files menu.

Edit the Order File

Select Option 1 - Edit the Order File (search, change, delete, and other functions) and press Enter.

The following screen displays:

There is a Master section at the top, which contains the information needed for sending the order. The Detail section is on the lower portion of the screen, containing all of the orders, complete with quantities, tray or purchase order numbers, and SKU information. Use the Master and Detail commands to switch between the lens manufacturers and the lenses on order for that manufacturer. The current section has brackets around the fields on the screen. In the Master section, you can edit most of the information except for the manufacturer code. You may need to edit the PO Number or change the telephone number for the modem to dial if the vendor has problems with their modem and ask you to try dialing a different number. For the most part, you need not edit this section.

You cannot remove the Master entry unless you first remove all of the Detail entries for the Master. In the Detail section, you can only edit the quantity and tray number, or remove the entire entry. You may not add entries to your lens order with this screen.

Enter “Q” and press Escape to query the EOE Header table. (Manufacturer to order from Master section)

The available order file (s) display. The [ ] brackets indicate the active table in the upper section.

Use the “N” Next and “P” Previous keys to navigate the records to 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” - Update the record.
Make all the necessary changes in the fields provided.
Press Escape to save the data.

A message displays at the bottom of the screen, indicating that the row has changed.

Press “E” to exit the screen.

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

Click here to return to the top of the page.

Optifacts Knowledge Base

EOE Add Edit Order Files