Tracking Orders Between Locations

If you are maintaining perpetual inventory, OfficeMate allows your to manage the flow of products between your stores, internal distribution centers, and internal labs and account for the value of inventory in transit. This topic tells you how to track products through the order, fulfilment, and delivery process, including how

  1. From the OfficeMate main window, click Tools, select Inventory, and select Pick Product for Job and Ship Job to Location.

    The Pick Ticket and Transfer to Location window opens.

  2. Select the type of order from the Order Type drop-down menu.
  3. Type the order number in the Lab Order # text box.
    Ideally, if a store chooses a product from your location’s stock, the user creating the order will call you to ensure the product is in fact available and communicate the order number. If you don’t know the order number, locate it in the Rx Order Status window. For information about using the Rx Order Status window, go to Viewing Rx Order Statuses.
  4. Click Get Lab Order.

    The produst information is displayed.

    OfficeMate may display an error that tells you the lab order cannot be found for the following reasons:

    * The order type or order number have not been entered correctly.

    * The fee slip associated with the order has not been closed.

    * The Lab Order Source radio buttons on the Order tab do not reflect that the product is being supplied by your location.

    * Your location was not selected from the Inventory Quantities table or window.

    These situations need to be corrected before inventory can be tracked between locations.
  5. Depending on whether you are in a store, a distribution center, or a lab, perform the following steps to pull stock from inventory for transfer:
    If you are in this type of location...Perform these steps...

    Distribution Center or Store

    1. Pull the product from inventory.
    2. Click Picked Product for Job.

      Quantity on hand is reduced.

    3. Send the product to lab or to the store if this isn’t a lab job.

    Lab

    When the product is received:

    1. Click Product Received.

      Quantity committed and in process is increased.

    2. Prepare the lab portion of the order.

    When the order is completed:

    1. Click Shipped to Location.

      Quantity committed and in process is decreased and quantity in transit is increased.

    2. Send the order to store.
  6. Click Cancel to close the Pick Ticket and Transfer to Location window.
    To complete the inventory transfer, the location receiving the product will mark the order as received. For more information, go to To track receipt of products for Rx orders.
  1. Open the Eyewear Order, Soft Lens Order, or Hard Lens Order window and find and select the order that you want to track.
  2. Click the Order tab.
  3. Click the Received radio button.
  4. Select your name from the Name drop-down menu.
  5. Click Record.

    The quantity committed and the quantity in process are increased.

    For more information on updating an order status, go to Tracking, Receiving, & Dispensing Orders in Store Locations.

  1. Open the Eyewear Order, Soft Lens Order, or Hard Lens Order window and find and select the order that you want to track.
  2. Click the Order tab.
  3. Click the Dispensed radio button.
  4. Select your name from the Name drop-down menu.
  5. Click Record.

    The quantity committed and the quantity in process are decreased.

    For more information on updating an order status, go to Tracking, Receiving, & Dispensing Orders in Store Locations.