Search Optifacts User Documentation
In this section:
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- Accounts Receivable
- Account Transaction Delete
- Account Transaction Payments (Apply Open Item and Balance Forward)
- Add/Edit Account Transaction
- Allow Unmail for Account Transfer Setup
- ASN Custom Configurations
- AutoPay Old Balances Configuration
- Brand Accrual
- Bulk Discount Password Configuration
- Credit Hold (Place and Release)
- Credit Hold Setup
- Credit Matrix
- Credit No Charge Reasons Setup
- Credit Old Tax Rate Setup
- Days to Save Rx Info for Credits Setup
- Default Discount Entry Setup
- Delete Open Item Payments, Discounts & Credits
- Enable FTP Protocol and FTP Layxfer
- Future Ship Date Setup
- Handling Fee and Credit Handling Fee Setup
- Multiple Credit Configuration to Warn or Block
- Multi-Site Bonus Calculation
- Open-Item Reconciliation
- Payment Change Method (Open-Item to Balance Forward or Balance Forward to Open-Item)
- Rx Credit Entry (through Quick Lookup or Lookup Archive Retrieval)
- Rx Credit Entry (with Job # through the Accounts Receivable Menu)
- RX Credit Entry (without Job # through the Accounts Receivable Menu)
- Rx Credit Setup to Capture Original Job Info Custom Configuration
- Statements and Month End
- Stock Credit Entry (through Menu 6 - Stock Pricing)
- Stock Credit Entry (through Quick Lookup)
- Tax on Tax
- Tax Percentage by Material
- Tax per Line Item
- UPS Software Interface (Europe)
- View Credit Memo in Quick Look-up Setup
- Alerts, Messages & Notifications
- Campaigns, Promotions and New Products
- Commercial Branding Tool (CBT)
- Commercial Product Selection (CPS)
- Contact Us
- Country of Origin
- Custom Configuration General Setup
- Customer Database
- Add/Edit Account Number & Ship To Code
- Add/Edit Branch Code
- Add/Edit Company Code
- Add/Edit Sales Territory Code
- ASN File Output for Bulk Orders
- Change Company, Branch, Territory, Account
- Courier Scale Setup
- Delete Account Number & Ship To Code
- Delete Branch Code
- Delete Company Code
- Delete Sales Territory Code
- Fixed Bins Setup
- Product Allow Disallow Setup
- Sequence and Segment Setup
- Shipping Routes Setup
- Use Cost as Price on Bulk Stock Orders
- Volume Discount Setup
- Customer Service
- Cancel a Tray
- Change a Tray Number on an Order
- Customer Service Screen (Tray Table) - Account & Job Information
- Future Station Messages Setup & Process
- Job Data Entry Change Station Setup & Process
- Job Data Pricing Options Station Setup & Process
- Jobs Waiting for Trays Report / Reprint Pick Ticket
- Quick Lookup
- Reprint a Stock Invoice
- Reprint a Work Ticket or Rx Invoice
- Uncancel or Unmail an Order
- Digital Surface
- Estimated Delivery Date (EDD)
- Finishing Calculation System (FCS)
- Frame Database
- Frame Inventory
- Frame to Come Management
- Frame Management Setup (Frame to Come/Frame Marry/Label Printing/Trace99 Not Surface)
- Frame to Come Processes
- Cancel Tray After Frame Marry
- Cancel Tray Before Frame Marry
- Change Tray Number After Frame Marry
- Frame Bin Assignment Before Order Entry
- Frame Bin Deallocation
- Frame Bin Reallocation after Breakage
- Frame Marry
- Frame Receipt and Bin Assignment After Order Entry
- Frame to Come Lookup
- Frame Trace After Job Start
- Frame Trace Before Job Start
- Mailout Before Frame Marry or Bin Deallocation
- FTC With F2F Additional Set Up for Master-Subsidiary Systems
- Frame Verification & Breakage
- General Processing & Troubleshooting
- Job Data Definitions and Triggers
- Job Routing
- Lab & Production Setup (Includes Custom Configurations)
- Account Material Configuration
- Auto Assign Tray Configuration
- Block Invalid Mounting Height Custom Configuration
- Coating Basket Tracking Setup & Assignments
- Dome Assignments and Tracking
- Edit Lab Information
- Envelope Number Low and High Custom Configuration
- Lab General Configuration
- Lab Material Configuration
- Manual Block Picking Setup
- Manual Crib Specification Setup
- Margo Lens Tracking Setup
- Minimum Crib Diameter Custom Configuration
- On Center Blocking for all Lenses, except Progressive to be MRP
- Prism Tilt Compensation Custom Configuration
- Redo Code Setup & Process (using Tray Tracking Stations)
- Redo Reasons Setup & Process (using Job Data Definitions, Triggers & Reasons)
- Short Optimization Setup
- Special Lens Types
- Thickness by Lite-up Custom Configuration (Append Thk)
- Label Index
- Lens Database
- Add, Edit, Delete Color Code
- Add, Edit, Delete Material Code
- Allow Color Substitution at Verify Setup
- Automatic Lens Download
- Base Curve Table Editor
- Base Curve Table Editor by CBT (Commercial Brand Tool)
- Blank Selection - How it Works, a Brief Explanation
- Blank Selection using the Supplier List Editor
- Blank Selection using the Supplier List Wizard
- Blank Switch
- Coat Switch
- Color Exceptions
- Lens Combos
- Lens SKU Search
- Lens Inventory
- Bin Location Entry
- Inventory General Configuration
- Inventory Manufacturer Configuration
- Inventory Startup Guide (Lenses)
- Inventory Startup - Section 10 Ordering Lenses - Purchase & Shorts Advice Reports
- Inventory Startup - Section 11 Working with the EOE Work File
- Inventory Startup - Section 12 Creating the Order File
- Inventory Startup - Section 13 Create and Send the Purchase Order
- Inventory Startup - Section 14 Lens Cost
- Inventory Startup - Section 15 Receiving Lens Orders
- Inventory Startup - Section 16 Cancel a Purchase Order
- Inventory Startup - Section 17 Physical Inventory
- Inventory Startup - Section 18 Switching to Min/Max Ordering Method
- Inventory Startup - Section 19 Appendix A - Navigating the Informix Perform Screen
- Inventory Startup - Section 1 Loading Lenses & Searching for SKUs
- Inventory Startup - Section 20 Contact Us
- Inventory Startup - Section 2 Getting Ready for Blank Selection
- Inventory Startup - Section 3 Blank Selection
- Inventory Startup - Section 4 Base Curve Ranges
- Inventory Startup - Section 5 Color Exceptions
- Inventory Startup - Section 6 Marking Bin Locations
- Inventory Startup - Section 7 Stock - Non-Stock Entry
- Inventory Startup - Section 8 Using the Verify Program
- Inventory Startup - Section 9 Lens Vendor EOE Information
- Inventory Transaction
- Lens Cost Change
- Min Max Explanation and Examples
- Min Max Manual Adjustment & Update
- On Hand Adjustment
- Physical Inventory Count (Cycle Counts)
- Purchase & Receive (Includes EOE)
- Return to Vendor
- Stock, Non-Stock, Discontinued Status
- Lens Verification & Breakage
- Machine Interface, Optifacts Programs, Lab Equipment & Scanners
- Add/Edit New Equipment
- Add Lab Equipment to Ports
- Check/Restart Programs & Interfaces
- CTA/DeCIDe Data Files by Eye Size Custom Configuration
- Edit Equipment Configuration
- Edit OMA Fields
- Job Number for CLBS Name Custom Configuration
- Optifacts Cabling Pin-out Information for Digi PortServer / Etherlite Units
- Reader ID and Station ID Setup
- Scanner Overview
- Startup Interface Custom Configurations
- Use Old Integer Progression Length Tag Custom Configuration
- Write Engraver File Setup
- Mail Room (Shipping)
- Auto Mail Stock Order Custom Configuration
- Clippership Custom Configuration
- Courier Close & Print Packing List Setup & Process
- Dynamic Bin Setup & Process (Includes Courier setup, Fixed/Dynamic Bin/Courier Assignments, Close & Packing List)
- Mail Out (Shipping) & Clearing a Tray
- Stock Shipping Label Setup
- Stop Invoice Print if Error Custom Configuration
- Stop Unmail by Date Custom Configuration
- Multi-Site Warehouse Configuration
- Multi-Site Warehouse - Add Inventory Records
- Multi-Site Warehouse - Assign a Default Warehouse
- Multi-Site Warehouse - Configure a Warehouse
- Multi-Site Warehouse - Customer Warehouse ID
- Multi-Site Warehouse - Daily Faktura and Delivery Note
- Multi-Site Warehouse - Define a Warehouse
- Multi-Site Warehouse - Lens Orders Application
- Multi-Site Warehouse - Multiple Lens Inventories
- Multi-Site Warehouse - Override the Warehouse ID on a Job
- Multi-Site Warehouse - Pick List
- Multi-Site Warehouse - Quick Lookup
- Multi-Site Warehouse - Receive ASN Files
- Multi-Site Warehouse - Stock Pricing
- Multi-Site Warehouse - Transfer Between Warehouses
- Navigation and Input (Using the Optifacts Screens)
- Optifacts Windows Applications
- EOE Viewer
- Optera Reports / Overhead Monitor
- Optifacts Optera Dot Net Setup
- Optifacts Zebra Card Printer Program
- Using the Windows Lens Orders Program to Process Fotex Bulk Order
- Windows Blank Selector
- Windows EOE Orders Application
- Windows Price List Editor
- Windows Stock Lens Orders
- Windows Stock Lens Orders with Frame Ordering
- Order Entry
- Parts Inventory
- Pricing
- Allow No Frame Price Custom Configuration
- Color Itemizations
- Commercial Pricing
- Duplicate Invoice & Suppress Pricing on 2nd Invoice Setup
- Exchange Price List Custom Configuration
- Invoice Master Categories
- Max Price Default Custom Configuration
- Pricing Options (Lite-ups)
- Progressive Columns
- Stock Pricing
- Traditional Pricing
- Print Maintenance & Printer Routing
- Reporting
- Accounts Receivable Reports
- Blank Selection Reports
- Configuration Reports
- Customer Database Reports
- Custom Reports
- Frame/Parts Inventory Reports
- Frame Database Reports
- Invalid Report
- Job Records Report
- Lens Database Reports
- Lens Inventory Reports
- Breakage From Inventory Report
- Breakage with Days in Lab Report
- Cost/Sales/Adj Detail Report
- Cost/Sales/Adj Summary Report
- Daily Transaction Register Report
- Inventory History Report
- Inventory Usage Detail Report
- Inventory Valuation Report
- Invoice Matching Report
- Lens Cost Change Audit Report
- Lenses Received Report
- Lens Exception Report
- Lens Usage Report
- Over/Short Stock Report
- Physical Count Variance Report
- Purchase Advice Report
- Return to Vendor Report
- Shorts Advice Report
- Stock Ledger Report
- Monthly Manufacturer Reports
- Pricing Database Reports
- Account Price Lists Assignments Report
- Automatic Lite-Opts Report
- Color Itemizations Report
- Dependent Lite-Opts Report
- Invoice Master Categories Report
- Lite-up Options Report
- Other Stock Options Pricing Report
- Price Lists Report
- Progressive Columns Report
- Stock Contact Lenses Pricing Report
- Stock Lenses Pricing Report
- Retail Transfer Reports
- Sales Analysis Reports
- Tray Track Reports
- Retail Transfer
- EOE Viewer Custom Configuration
- Retail Transfer - Field Translation
- Retail Transfer - Job Status Setup
- Retail Transfer - Jobs Waiting for Trays Report
- Retail Transfer - Message of the Day
- Retail Transfer - Pricing Options Report
- Retail Transfer - Pricing Options Translation
- Retail Transfer - Process Received Rx
- Retail Transfer - Reprint Work Ticket
- Trace Management
- Frame Trace
- Add Trace to Frame Library
- Attach Trace to Frame Inventory from Order Entry
- Create Trace File from Archive & Attach to New Tray
- Link a Trace from Frame Library to Frame Inventory
- Remove Trace from Frame Library
- Retrieve Frame Trace, Re-size and Attach to a New Tray
- Store a Trace in the Library and Attach to an Inventory Record through Rx Order Entry
- Optifacts Library Shapes
- Remote Trace Administration
- Frame Trace
- Tray Track
- Coat Complete Tracking Setup & Process
- Dynamic WIP (Work in Process) Screen in Browser
- Dynamic WIP (Work in Progress) Screen
- E-Fax Setup
- Hold Job Setup using a Tray Track Station
- Job Marry Setup & Process
- Master & Sub-Master Station Setup
- Portal Status Setup - Dynamic WIP (Work in Process), Efax, VisionWeb, Margo
- Station Assignment Process
- Stop and Continue a Job Setup & Process
- Strip-Recycle Breakage Station Type K
- Track Stop Stages and Printing Production Processes
- Tray Marry Setup & Process
- Tray Track Required Custom Configurations
- Turn Lite-up On or Off Without Recall
- Web Services
- Work Ticket Setup & Messages
