Search Optifacts User Documentation
Table of Contents (on this page)
Introduction
This document provides instructions to search for, add to, change or delete a work file.
Procedure
While at the Work File Menu, you can also add lenses to your order, edit lenses for ordering, and remove lenses from the work file. You can scan SKUs and add lenses or you may enter lens descriptions and have Optifacts search for the SKU to add.
Editing the work file is done through an Informix perform screen. The commands for Informix Perform screens are at the end of this manual. You can update the quantity and/or the tray number associated with the SKU in this screen. You may also remove entries. Adding entries to the work file is not done through this screen. You may add lenses to the work file in a number of ways. The simplest way would be to scan a barcode each time for every lens you want to order. This is ‘Fast Entering’, option #4 on the menu. Click here to move directly to the Fast Entering section. If you need to order 20 lenses, you need to scan the SKU twenty times. If you enter a SKU that does not exist on your inventory system, a report will be printed listing these when you exit this routine. You will then need to determine if the non-existent SKU entered was correct or if you need to add this SKU to your inventory system.
Fast Enter SKUs to write to a temporary file
From the Optifacts main menu:
Type 9 - Inventory and press enter.
Type 4 - EOE Procedures and press enter.
Type 1 - Add to or edit the SKU work file
Type 4 - Fast enter SKUs to write to a temporary file.
The Fast Entry screen displays.
If you have package tops that you would like to scan for ordering, you may run the ‘Fast enter SKUs to temporary file’ routine. This will simply allow you to quickly scan each SKU that you would like to order.
Scan all the bar codes that you need to order.
- Press escape to exit.
When finished scanning, press the escape key to exit and save this file. Next, choose option #5 to add the lenses in the temporary file to the work file. Option #5 will notify you if the temporary file exists.
- Type 5 and press enter. This will move the temporary file to the Work file.
You may also enter SKUs manually or by bar code using the following directions.
Add Lenses to the Work File by Description
Adding lenses to the work file by description allows you to search for SKU based on lens criteria. This comes in handy if you know what you need to order, who makes it, but do not know the SKU for the item. Search for the SKU and enter the quantity to order.
- 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 work file.
- Press any key to add more items or press Escape to exit.
Add Lenses to the Work File by SKU #
Another method involving the SKU code is ‘Adding Lenses by SKU’. You simply scan or enter the SKU code and tell the system how many to order. This method is much quicker than ‘Adding Lenses by Description’, which has to search for the SKU from the lens description you’ve entered, but does require that you know the SKU for the lens you need to order.
- Type 1 - Add to or edit the SKU work file
- Type 2 – Add lenses by SKU (searches for description) and press enter.
The Add by SKU to Work 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 work file.
- Continue to add more items or press Escape to exit and return to the Add/Edit Work File menu.
Edit the Work File
From the Add/Edit Work File menu:
- Type 1 – Edit the work file (search, change, delete, etc.)
The EOE Work File table displays.
- Type Q and press escape to query the EOE. Work File table.
The available work file (s) will display. Use the N and P keys to navigate through and find the applicable file.
- 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.
- Type E to exit and return to the Add/Edit Work File menu.
Delete Work File
From the Add/Edit Work File menu:
Type 1 - Edit the work file (search, change, delete, etc.) and press enter.
The following screen displays:
- Type Q and press escape to query the EOE. Header table. (Manufacturer to order from Master section)
The available work file (s) will display.
- Use the N (next) and P (previous) keys to navigate through and find the applicable file.
Note: You will have to enter the applicable Warehouse ID when you query if your lab is setup for multiple warehouses.
- Once you have found the applicable row, 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.
- Type E to exit and return to the Add/Edit Work File menu.
