Click here to view the Purchasing & Receiving menu.

Click here to view the complete Optifacts User Documentation Index.

Click here to contact us.

Introduction

This document provides instructions for creating a new order file from a work file.

Procedure

When you are sure your work file is complete, or you wish to place your order, exit this menu to the EOE Menu and then choose option #2 to create a new order file from the work file. When the order gets created, each Vendor order is assigned a sequential Purchase Order number. If you wish to change this number, you need to edit the order file, outlined later in this document.

From the Optifacts main menu:

Select Option 9 - Inventory and press Enter.

Select Option 4 - EOE Procedures and press Enter.

Select Option 2 – Create New Order Files from Work File and press Enter.

The Current Work File displays.

The list shows each manufacturer’s code along the left side, and you are prompted line by line if you wish to create an order file for this manufacturer. If there are any records previously existing in an order file for the manufacturer, you see a message warning you that an order for the manufacturer exists and still needs to send. You can overwrite the pending order, add to the pending order, or respond “N” No to leave the SKU’s in the work file.

• Enter “Y” and press Enter to create a new order file for the selected manufacturer.

If another order file already exists for a selected manufacturer, a prompt is displayed. You won’t see this message if another order does not exist.

• Enter “O” to override another existing order. This override replaces any lenses in the existing order file.
• Enter “A” to add to another existing order. This function adds the work file lenses to the existing order file.

Do you want to edit the new order files to add a PO No. or check/correct lenses (Y/N)?

• Enter “Y” Yes to edit.
• Enter “N” No to exit and return to the EOE Menu.

The order gets created, and you return to the EOE Menu.

To view and download these instructions as a PDF file, click on the following document image.

Click here to return to the top of the page.