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Introduction

This document provides instructions for setting up and maintaining prices for a miscellaneous item in the stock-pricing module.

Procedure

Using stock option codes simplifies the task of billing many miscellaneous items through the stock billing module.

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 4 – Pricing Database Editor and press Enter.

Select Option 10 – Other Stock Prices and press Enter.

Select Option 1 - Add/Edit Stock Option and press Enter.

The Other Stock Options menu displays.

Enter a short description (up to 15 characters) to allow searching of the database and post prices automatically with a complete description field of up to 30 characters.

It is possible to enter SKU numbers into the option code field with descriptive text into the description field. Then, the operator can key in or scan the SKU number found on the product for error-free billing of miscellaneous items.

Some common items billed through stock options are screws, nose pads, dyes, and other miscellaneous items or services.

Add/Edit Stock Option

• Enter the Option Code and an Option Description to define this entry.
• If an entry in the database matches, it will be displayed and will prompt for edit. If no match is found, it will add the new entry and prompt confirmation.
• To edit many entries at once, enter an asterisk (*) in the option code field and scroll through the entries one at a time.

Prompts display for the following information:

Price - Enter the price to charge for this option.

Cost – (Optional) Enter the cost of this option. Then, upon request, Optifacts can be customized to print the cost and the price on the stock invoices.

Inv Discountable -  Enter a Y for Yes or N for No to determine if this entry will be a discountable item on the invoice.

Fedrl Discountable - Enter a Y for Yes or N for No to determine if this entry will be eligible for federal tax.

State Tax - Enter a Y for Yes or N for No to determine if this entry will be eligible for state tax.

Local Tax - Enter a Y for Yes or N for No to determine if the entry will be eligible for local tax.

After completing the screen, a prompt will display to confirm the entries.

• Responding “Yes” will save the data.
• Responding “No” or pressing the Escape key will abort the entire process and return to the Options Field or the Options menu.

Delete Stock Option

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 4 – Pricing Database Editor and press Enter.

Select Option 10 – Other Stock Prices and press Enter.

Select Option 2 - Delete Stock Option and press Enter.

• Enter the Option Code to delete.

If an entry in the database matches, it will be displayed and will prompt for delete.

• Press “Y” and Enter to delete the entry.
• Press “N” or Escape to abort the entire process and return to the Options Field or the Options menu.
• To scroll through many entries at once and choose which items to delete, enter an asterisk (*) in the option code field.

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

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