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Search Optifacts User Documentation


Table of Contents (on this page)

Introduction

This document provides instructions for setting up the required custom configuration and the Custom Lite-Ups menu. You can build pricing options categories in the Custom Menu for use within order entry.  This feature prompts the operator to scale down though lite-up categories in the Order Entry Pricing Options screen.

Procedure

Setup the Custom Configuration

From the Optifacts main menu:

Type 3 - Editor Utilities and press enter.

Type 6 - Configuration Editor and press enter.

Type 6 – Edit Custom Configuration and press enter.

The Custom Configuration Editor displays.

  • Press Q to Query to search if the table you are looking for exists.

If the table does not exist:

  • Type A to add a new record.
  • Enter all the data as shown in the diagram below.
  • Press Escape to save the data.
  • Type E to exit the screen.

Setup the Custom Lite-up Menu

From the Optifacts main menu:

Type 3 - Editor Utilities and press enter.

Type 4 - Pricing Database Editor and press enter.

Type 4 - Lite-up Options and press enter.

Type 3 - Custom Lite-up Menu Editor and press enter.

The Lite-up Menu Editor Displays.

  • Press A to add a new record.

Lite-Up Option Fields

Menu Level: A prompt to specify the menu level where the Option Description is to display.

  • Type the menu level number and press enter.
  • Type the menu level group name and press enter.

Example: Menu level number 1 would be the first description (s) / category (s) to display on screen. When selected the next level description (s) would display. 

LevelDescription
Level 1Coatings
Level 2AR Coatings
Level 3AR Coating Name 1
Level 3AR Coating Name 2
Level 3AR Coating Name 3


Level 1Tints
Level 2Solid Colors 
Level 3Grey 3
Level 3Brown 3


Level 2Gradient Colors
Level 3Grad Grey 3
Level 3Grad Brown 3


Option Description: This is Name or Category title that will display on screen.

  • Type the description and press enter.
  • The cursor will move to the Option Number field.

Option Number: This number indicates the order in which you want the Description to appear in the list.

  • Type the Option Number and press enter.

Example: The Option Description Name Coatings is number 3 in the Main Menu listing as seen in order entry.

  • The cursor will move to the Menu Group Name field.

Menu Group Name: This will be the menu header name.

  • Type the Group Name and press enter.

Example: The Group Name (header) is Coatings as seen in order entry.

  • The Cursor will move to the Option Display Row field.

Option Display Row: This will indicate in which row the Option Description will appear.

  • Type the number and press enter.

Option Display Column: This will indicate in which column the Option Description will appear.

  • Type Y (yes) to disable or N (no) to enable and press enter.

Lite-up (num): NOT the number viewed on the Layout screen.

  • Enter first number on pricing options available report for pricing option and press enter.

Lite-up (bit):  NOT the number viewed on the Layout screen.

  • Enter second number on pricing options available report for pricing option and press enter.
  • Press Escape to save the data.

Examples of Setup Screens

Order Entry

From the Optifacts main menu:

Type 4 - Run Layout and press enter.

  • Continue the layout process until the Custom Lite-ups screen displays.

The option numbers appear on the left side of the screen

  • Type the applicable option number and press enter.

The second level will display.

  • Type the applicable number and press enter.

The next level of options will display.

  • Type the applicable number and press enter.

The next level of options will display and the list shows the lite-up numbers available for selection.

  • Use the → right arrow key to move the cursor to the Option field on the right side of the screen.
  • Type the applicable lite-up number and press enter.

  • Press enter to continue the order entry process or press escape to return to the custom lite-ups menus.
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