Search Optifacts User Documentation
Table of Contents (on this page)
Introduction
This document provides instructions to search for, add to or edit order files.
Procedure
From the Optifacts main menu:
Type 9 - Inventory and press enter.
Type 4 - EOE Procedures and press enter.
- Type 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. Simply 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 an order with either method.
Type 2 – Add lenses by SKU (searches for description) and press enter.
The Add by SKU to Order 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 order file.
- Press Escape to exit and return to the Add/Edit Order Files menu.
Add Lenses to the Order File by Description
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 order file.
- To add more items, press any key.
- Press Escape to return to the Add/Edit Order Files menu.
Edit the Order File
Type 1 - Edit the order file (search, change, delete, etc.) and press enter.
The following screen displays:
There is a Master section on top and a Detail section on the lower portion of the screen. The Master section will contain the information needed for sending the order. The Detail section contains 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 will have brackets around the fields on screen. In the Master section, you can edit most of the information with the exception of 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 will not need to 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.
- Type Q and press escape to query the E.O.E. Header table. (Manufacturer to order from Master section)
- The available order file (s) will display. The active table is indicated by the [ ] brackets in the upper section. Use the N (next) and P (previous) keys to navigate through and 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 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 the screen.
