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Once all the lens style groups have been created, they will appear in the pricelist file in the sequence specified as shown below. To access this screen, click on the pricing tab. Select Price Lists. Highlight the pricelist number and double click on the yellow Rx Prices.
Step 5 - Manual Addon Groups
Manual addon groups require 2 different steps to create. The first is creating the addon codes. Manual addons consist of tints and AR coatings applied to the lenses by the lab. Manual addons also includes things such as replacing hinges on a frame, warranty charges, polish and roll edges and other services.
Manual Addons Codes
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18. Repeat the steps above to create a record for all manual addons.
Manual Addon Groups
- From the Main RxUniverse screen, click on the "Pricing" tab.
- Select "Addon Groups".
- Click the "Add" button.
- All manual addons created in the previous steps will appear. A screen similar to the one below will be displayed.
- If the price of the addons is the same, they can be grouped together. For example, all frame repairs can be set in one group as shown below. Use the arrows to add or remove items or double click the item on the left hand side.
- Save your changes and continue to create addon groups until there are no longer any items on the left hand side of the screen.
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- From the Main RxUniverse screen, select "Setup" and click on "Addon Codes". There are 3 tabs on the addon codes screen: General, Job Flow and Overrides.
- Click the "ADD" button. The following screen will be displayed. This is the same screen used by manual addons. The "Job Flow" and "Overrides" tabs work the same as with the manual addons.
- Type in an "Addon code" and a "Description". In the example below, a shipping addon will be created.
- Save the record.
- From the Main RxUniverse screen, select the "Pricing" tab.
- Go to "Addon Groups"
- Choose the "Add" button to create a new record.
- Type in an "Addon Group" name and "Description"
- Select the newly created addon code which in this example is "SHIP" as shown in the screen below:
- Save your record.
CA - Customer Addon
- From the Main screen in RxUniverse, select the "Setup" tab followed by "Addon codes".
- Click the "Add" button.
- In the example below, a discount will be created for a specific customer. The discount will be calculated on each job using the account number. Type in "DISC" in the "Addon Code" and enter a "Description" as shown in the example below:
- Save the record and return to the Main RxUniverse screen.
- Click on the "Pricing" tab and select "Addon Groups".
- Click the "Add" button and create type in a "Addon Group" and "Description" similar to the example below. Transfer the Addon code from the "Available Addons" to the "Included Addons".
- Save the record and exit to the main RxUniverse screen.
- Select the "Orders" tab followed by "Customers".
- Highlight the customer who is to receive the discount and click on the "Edit" button.
- Choose the "Pricing' tab.
- In the "Pricing Codes" field, type in the addon code created in step 3 above as shown in the example below.. Up to 30 customer addon codes may be added for each customer. Customer addon codes may be used by multiple customers.
12. Save Entering clear lens prices
The prices entered will be for clear lenses only. Transition or polarized charges are entered as an additional cost using the pretreatment addon groups which is explained further in this document.
- In the example above, the first lens shown in the left hand column is the Image lens. Type in a price under CR39 and hit the <Enter> key on your keyboard. For this example, an $80.00 price will be entered.
- Double click the newly entered price.
- The following screen will appear:
- The left hand side of the screen displays the pricing mode. Price per Pair is the default. Click on the Price per Lens to change the pricing mode.
- Checkmark the box next to Lenses Taxable if the lenses are taxable.
- Lenses Always Net is only checkmark if the lenses will never be discountable. RxUniverse will then exclude this item when calculating a monthly discount.
- Enter a discount percentage if a discount should be applied to the lens price. For example, if a promotion is being offered to the customers that the Image Cr39 lens will be 10% less for a certain time period, enter 10.00 in this field. It will only apply to this lens/material combination.
- The right hand side of the screen handles the over power charges. A finished lens price can also be entered which mostly applies to single vision lenses as progressives are not available as a finished product.
- To enter an over power charge, double click on the sphere power which is currently showing 99.99. The following screen will appear:
Note: if the overpower charges are the same for all lenses in this pricelist, the mass maintenance button can be used after all the clear lens prices have been entered. The mass maintenance will add the overpower charges to all lenses that have a price.
1. Enter a sphere power such as 4.00. RxUniverse will add an additional charge for any sphere power on a job of 4.00 diopters or higher.
2. Enter a cylinder power such as 3.00. RxUniverse will add an additional charge for any cylinder power on a job of 3.00 diopters or higher.
3. The Lens Diameter should be left as 99.
4, The Semi-Finished Price will be the same as was entered on the previous screen.
5. Enter a finished price if applicable.
6. Click on the Accept button. Click the Yes button to save your changes to the grid.
7, Type in a price in the Sphere/Diopter $ box . For example, if 2.00 is entered in this field, RxUniverse will add an additional $2.00 to the job if the sphere power is 4.00. For each sphere power over 4.00, Rxuniverse will add an additional $2.00.
8. Type in a price in the Cylinder/Diopter $ box. For example, if 2.00 is entered in this field, RxUniverse will add an additional $2.00 to the job if the cylinder power is 3.00. For each cylinder power over 3.00, Rxuniverse will add an additional $2.00.
Continue to enter the prices for all lenses in all materials availble for that lens. Use the tab key to advance to the next material or the down arrow on your keyboard to access the next lens style in the same material.
Save your changes.
Step 5 - Manual Addon Groups
Manual addon groups require 2 different steps to create. The first is creating the addon codes. Manual addons consist of tints and AR coatings applied to the lenses by the lab. Manual addons also includes things such as replacing hinges on a frame, warranty charges, polish and roll edges and other services.
Manual Addons Codes
- From the Main RxUniverse screen, select "Setup" and click on "Addon Codes". There are 3 tabs on the addon codes screen: General, Job Flow and Overrides.
- Click the "ADD" button. The following screen will be displayed:
General tab
- Type in an "Addon Code". The lab may use any code they wish for manual addons. For example, "POLISH" could be used as a code for a polish edge price.
- Enter a description for the code.
- Below the "Description" label checkmark the "Allow Modifications on Order Screen" if when entering a job in Customer Service, the price of the item can be modified. Leave unchecked if no changes to the price should be allowed.
- Checkmark the next box "Allow Changes in Quantity on Order Screen" should be allowed in Customer Service. Otherwise, leave it unchecked.
- By default, "Allow Addon with $0.00 Price on Order Screen" is checked. It's better to always leave this checked as even if the price of an item is $0.00 if will still appear on the invoice.
- "Exclude code from Rx-Site" only applies to labs using Rx-Site. For more information on Rx-Site, please refer to the Rx-Site document.
- "Optional EPRESS Value" is used if the addon code has a specific EPRESS value that should be sent to the devices. Otherwise, leave the field blank. "EPRESS" is how much pressure is used on the edging wheel.
- "Optional CLAMP Value" is used if the addon code has a specific CLAMP value that should be sent to the devices. Otherwise, leave the field blank. "CLAMP" sets how much pressure is used on an edger when clamping a lens.
- Should the addon require extra processing days, enter the number of days in the "Additional Processing Days". The number of days specified will be added to the date wanted field when entering a job using this addon.
- The "Price Group" field can not be edited. RxUniverse keeps track of which addon group the addon is associated with. Creating addon groups is discussed further in this document. Once the group is created, this field will be updated automatically.
Job Flow tab - Click on the "Job Flow" tab at the top of the screen. Only used if the lab is using job tracker and job flow.
- If job flow is used by the lab, services may be checked to prevent shipping the job unless the service has been done. In the screen below, "Polish" is checked. If the addon was an anti reflective coating, then "AR Coating" would be checked.
Overrides tab - Click on the "Overrides " tab at the top of the screen. The following screen will be displayed:
- If a specific value is required by a device for a VCA Label for this addon, enter the value on this screen. The "Addiotional Document Overrides" button on the screen is used if documents have been created by the lab for this addon to be printed. Return to the "General" tab.
- Click on the save button to save the new manual addon which may appear as below if using the example "POLISH" and changes are allowed in Customer Service.
18. Repeat the steps above to create a record for all manual addons.
Manual Addon Groups
- From the Main RxUniverse screen, click on the "Pricing" tab.
- Select "Addon Groups".
- Click the "Add" button.
- All manual addons created in the previous steps will appear. A screen similar to the one below will be displayed.
- If the price of the addons is the same, they can be grouped together. For example, all frame repairs can be set in one group as shown below. Use the arrows to add or remove items or double click the item on the left hand side.
- Save your changes and continue to create addon groups until there are no longer any items on the left hand side of the screen.
Pricing Manual Addons
- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
- Use the drop down list next to the Addon Group to find the manual addon.
- Select a Prising Mode.
- Click the box next to the Addon taxable is applicable.
- If the addon is not discountable such as a shipping charge, check the box next to the Addon Always Net.
- Enter an item discount if applicable.
In the following example, a charge for Polish will be created. Since the polish charge is the same for all lens/material combinations, the price is entered in the Base field. If the charges are different, enter the price in the appropriate boxes.
Save your changes and follow the steps above to create manual addons until all addons have been priced.
Step 6- Automatic Addon Groups
Automatic addons will be added to the order automatically unlike manual addons which have to be selected when entering a job. Special codes are required for automatic addons. Below is a list of automatic addon codes available in RxUniverse. Detailed instructions on how to create each addon will be shown after the list of special codes.
AA - The always add will be charged on every order. This addon may be used for such items as shipping or handling fees.
CA - The customer addon is used for pricing items by customer. For example, if a shipping charge is different for various customers, this code would be utilized instead of the "AA" addon code. May also be used for customer discounts.
EC - Edging charges.
HB - Charges for high base curves.
LB - Charges for low base curves.
OB - Oversized blank charges
OF - Oversized frame charges
PM - Charges for prism thinning
PR - Charges for Rx prism
PT - Lens pretreatment cost such as Transition or polarized lenses.
SA - Segment add charges.
SF - Prices for different types of frames.
SN - Costs for manual thicknesses
SO - Slab off charges
ST - Special thickness code costs
SW - Prices for different segment widths
TN - Tint color costs such as grey or brown
AA - Always ADD
- From the Main RxUniverse screen, select "Setup" and click on "Addon Codes". There are 3 tabs on the addon codes screen: General, Job Flow and Overrides.
- Click the "ADD" button. The following screen will be displayed. This is the same screen used by manual addons. The "Job Flow" and "Overrides" tabs work the same as with the manual addons.
- Type in an "Addon code" and a "Description". In the example below, a shipping addon will be created.
- Save the record.
- From the Main RxUniverse screen, select the "Pricing" tab.
- Go to "Addon Groups"
- Choose the "Add" button to create a new record.
- Type in an "Addon Group" name and "Description"
- Select the newly created addon code which in this example is "SHIP" as shown in the screen below:
- Save your record.
Pricing the AA Addon
- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
- Change the Auto Code from Manual Addon to AA - Always ADD.
- Change the Addon Group to SHIP to create a shipping charge that will added to all jobs.
- Set the pricing mode. Shipping charges are usually set to Price Per Order.
- Type in a price for the addon. In this example, a $5.00 charge will be added to each order for shipping.
Save your changes.
CA - Customer Addon
- From the Main screen in RxUniverse, select the "Setup" tab followed by "Addon codes".
- Click the "Add" button.
- In the example below, a discount will be created for a specific customer. The discount will be calculated on each job using the account number. Type in "DISC" in the "Addon Code" and enter a "Description" as shown in the example below:
- Save the record and return to the Main RxUniverse screen.
- Click on the "Pricing" tab and select "Addon Groups".
- Click the "Add" button and create type in a "Addon Group" and "Description" similar to the example below. Transfer the Addon code from the "Available Addons" to the "Included Addons".
- Save the record and exit to the main RxUniverse screen.
- Select the "Orders" tab followed by "Customers".
- Highlight the customer who is to receive the discount and click on the "Edit" button.
- Choose the "Pricing' tab.
- In the "Pricing Codes" field, type in the addon code created in step 3 above as shown in the example below.. Up to 30 customer addon codes may be added for each customer. Customer addon codes may be used by multiple customers.
12. Save your changes.
Pricing CA Addons
- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
- Change the Auto Code from Manual Addon to CA - Customer Addon
- Change the Addon group to DISC10 created in the steps above.
- Since this is a discount, change the Pricing Mode to Order Discount.
- Type in 10.00 in the Base field to create a 10% discount as shown below:
Save your changes.
EC - Edging Charges
Edging charges do not require the creation of an addon or addon group. The edging charges will automatically be added to any job in customer service where the job type is "Full Job". To create this item:
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Some pretreatments can be already applied to the lens or added to the lens at the lab. For example, scratch coatings and anti-reflective coatings will require a set up as both manual and under the automatic addon PT. Create the addons and the addon groups the same way as transition and polarized. How to set these up in pricing is explained further in this document.
Pricing pretreatments
SA - Segment add
Segment add charges do not require the creation of an addon or addon group. The charges will automatically be added to any job where the add power of the lens falls in the range created below. To create this item:
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