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Table of Contents (on this page)
Introduction
This document provides instructions on how to adjust the frame inventory quantity on hand.
Procedure
From the Optifacts main menu:
Type 12 – Frame-Parts Inventory and press enter.
Type 1 – Editor Utilities and press enter.
Type 2 - Transaction Entry and press enter.
The Inventory Transaction Entry screen displays.
- Enter the applicable information pressing enter past each field.
- Category – F
- (F-Frame C-Contact Lens P-Parts) will display. Make sure F is selected.
- Trans Type –
- A-Adj – Adjust inventory by the amount entered. The quantity entered will be stored as the on hand quantity in Optifacts.
- I-Inc Adj – Increment inventory by the amount entered. If a positive number is entered, it will add to the current on hand quantity. If a negative number is entered, it will subtract from the current on hand quantity.
- B-Brk – Decrement inventory by the amount entered.
- Enter the Breakage Department Code and the Transaction units. Note: To reverse a frame breakage, enter the transaction units as a negative quantity (-1).
- S-Short – Add the amount entered to the Frame Purchase Order.
- R-Rcpt – Increments inventory by the amount entered.
- Type the SKU number, transaction units and total transaction dollars.
- U-Usg – An entry will be stored with a transaction type of U.
- K-Adjust Order – An entry will be stored with a transaction type of K.
- T-Transfer – A transfer number will be automatically assigned to the transaction. A message appears that reminds the operator to give this transfer number to the receiving party.
- C-Cancel – The amount entered will be subtracted from the quantity on hand.
- L-Loan – When choosing L you will be prompted for a “holding warehouse” and the “borrowing account number”. A reference number will be auto-generated and will populate the Tray/Order# field. This is for tracking the orders in the background. The account number, sku number and serial number can be used to track these entries.
- If the customer purchases the instrument after the loan period, an invoice should be created in the stock pricing screen from the “holding” warehouse.Please note that Optifacts will record a sale for the holding warehouse and not the originating one.
- If the customer returns the item instead of purchasing it you will need to do an instrument return by choosing R-Recpt and then N-Return on Borrowed Instrument.
- You will always be prompted for a serial number on a “Loan” transaction.
Note: When the part is first set up the Operator can choose: Always prompt for a Serial number, Serial number is optional, never prompt for a serial number.
For parts that have a serial number entered, the transaction units must be 1.
- Trans Date – MM/DD/YYYY (will default to today’s date)
- Tray/Order # - Tray # or Rx Order # or P.O. # or Reference #
- Default Quantity (Y/N) – N
- SKU Code - SKU Code of the Frame or UCP Code – UCP Code of the Frame
- Transaction Units - If Y is selected, inventory will only be updated by a quantity of 1. If N is selected, the cursor will display in the Transaction Units and allow a value to be entered.
A message at the bottom of the screen will indicate the SKU and quantity updated.
The cursor returns to the Sku Code field.
- Press Escape to view more details about the transaction.
- Press any key to continue.
- Proceed with the next entry or press Escape once to return to the Category field or press Escape twice to exit.
