Pricing Overview.
Pricing in RxUniverse is based on "groups" - groups of materials, groups of lens styles, groups of addons. This allows prices to be set up for all 167-index materials, for example, as a group, eliminating the need to individually price them. Similarly, progressives can be grouped and priced as a group, eliminating the need to price each progressive design individually. Multiple price lists may be created. On any order, if a pricing error occurs due to lack of prices for the lens, change the pricelist code to "000". This pricelist override allows the lab to enter prices manually.
Step 1 - Creating a pricelst code
From the Main RxUniverse screen, select "Pricing" and click on "Price Lists". Click on the Add "ADD" button. The following screen will appearbe displayed:
- Type in a pricelist code such as "RX1".
- Enter a description for the pricelist such as "MAIN PRICELIST"
- Select the "Price list type". if the pricelist does not contain any edging charges and will be used only for uncut jobs, select "Uncut only". Otherwise, choose "Cut/Uncut".
- Comments may be added. The comments will not print on invoices.
Save the pricelist.
Step 2 - Setting up the customers
From the Main RxUniverse screen, select "Orders" and click on "Customers". Click on the "ADD" button. The following screen will appearbe displayed.
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- Type in an Account number in the Account # field.
- Type in the name and address followed by a phone number and contact person if desired.
- At the top of the screen, select the "Pricing Tab".
- In the Rx and Uncut, enter the pricelist code created in Step 1.
- Save the record.
Step 3 - Material groups
From the Main RxUniverse screen, select pricing "Pricing" and click on "Material Groups". Click on the Add "ADD" button. The following screen will appear:be displayed.
- All materials that are used by the lab and set to active in the material database will appear on the left hand side of the screen. Enter a material group such as Poly.
- Type in a Description.
- The sequence number defaults to "99" which means the material will appear in the pricelist in alphanumeric order. To have the poly material appear in the first column of the pricelist, enter "1" in the Sequence field. Materials will appear in the sequence order entered on the above screen. When entering the prices, having the materials in the same order as they appear on the customers customer's copy of your pricelist makes it much easier to enter.
- Highlight the appropriate material in the left hand column and use the ">" to add the material to the right hand column. To remove the material, highlight the material in the right hand column and use the "<" to place it back to the left hand column.
- Save the record.
- Click the Add button to continue creating material groups until the left hand column is blank.
Note: More than one material may be added to a material group. For example, material 1.67 has three different material codes in RxUniverse which are 2, 7 and K. All 3 may be added to the same group. When creating a material group for plastic CR39, also add material "T" for Transitions. The extra cost of the transition coating will be covered by addons which is explained in another step.
Step 4 - Lens style groups
From the Main RxUniverse screen, select "Pricing" and click on "Lens style groups". Click the "ADD" button. The following screen will be displayed.
Addon Section
Create a new database for the addon codes and the code specific data. Currently the addons are part of the pricing database and if an addon code is required for more than one pricelist, its job flow settings along with other addon specific information must be repeated from one pricelist to the other. The new Addon database will have hooks built in to allow for language specific descriptions to be used when invoicing.
The Addon database maintenance program will use the standard browse grid.
The actual maintenance window will be a tab type window with the general information in one tab and the job flow information in the other tab. The general information tab will contain information regarding "extra days processing", EPRESS and CLAMP setting for edgers, exclude from DLAB, language codes and descriptions for invoices(if needed). The job Flow tab will contain the job flow flag settings for the addon.
To simplify the coding process when addons are required on an order, the existing process used for updating addons in orders will remain the same, the only modification that will be made for Rx-Universe is that when an addon is required on an order, the job flow flags will be taken from the addon database and copied to the job flow section of the price database. The "addon" tab on an order will display the list of addons for the job.
Pricing Maintenance
To make pricing easier to maintain, new databases have been added to group similar price options together. The new groupings will be for lens styles, materials and addon codes. Each grouping will have its own maintenance screen accessible from the "Pricing" menu selection.
All 3 of these maintenance screens use the standard GUI browse grid screen that allows users to add/delete/edit the various groups.
The maintenance screens look and operate as follows:
Material group contains the name for the grouping while description allows the user to give a brief description of the group. The sequence number will be used be the pricing maintenance screens to determine the placement of the group within the list of groups. A low sequence number will place the group at the beginning of the list while a higher number places the group further down the list. If two groups have the same sequence number they will be placed alphabetically in the grouping list.
The "Available" grid contains a list of all the available items that could be placed in the group. Only items that are not part of another group will be in the list. Also, in the case of materials and lens styles, only items that have their active switch checked will be in the list.
The "Included" grid contains the list of all the items that currently make up the grouping.
Items can be moved from one grid to the other by highlighting them and pressing the appropriate arrow, or by double-clicking with the mouse on the desired grid item that you want to move.
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Pricelist – Rx Prices
The price list details grid is made up of the material/lens style groups. The order that the material/lens style groups appear in is dependent of the sequence field entered in the "groups" maintenance screens. The sequence numbers allows a lab to format the grid specific to their labs needs. The lower sequence numbers will appear first in the grid. The first row of the lens styles is called "Base". The prices contained in the base pricing will be used as default pricing for all lens styles for the material group they are applied to.
Right clicking on any of the material or lens style group headings will display a list of the material or lens styles that are contained within the group that was clicked.
The prices shown on this screen will display the initial price for the lens style/material combination. To set specific pricing based on sphere/ cylinder double double-click on the desired style/material price and a pricing detail screen will appear.
Finished
Semi-Finished
1.501.751.501.25Cylinder / Diopter $Sphere / Diopter $
The pricing details screen allows the user to specify if the price is based on pairs or lenses. On an order, pair pricing will divide the specified price by 2 when a lens that uses this price is selected on an order. Lens pricing will use the specified price if an order uses this price.
The lab can select if this price is a taxable item, whether the item is always net (no order discount allowed for this price except for the "Item Discount").
An "item Discount" allows the lab to set a promotional price discount for the material/lens style combination. The "Item Discounts" are displayed in their own bucket on the order screen "Pricing tab".
The lab can streamline the prices based on sphere/cylinder power or blank diameter. Right clicking the mouse button while in the sphere/cylinder grid will popup a menu allowing the user to add, delete or modify a sphere cylinder line. When selecting the add/modify function, a maintenance grid will appear to the right of the grid allowing for the modification of the sphere/cylinder information.
Accepting the changes, will save the information in the sphere/cylinder grid, the lines will automatically be sequenced based on sphere power, then cylinder power then diameter. Prices can be entered for both semi-finished and/or finished lens blanks.
The "Sphere per diopter" and "Cylinder per diopter" pricing entries can be used to augment the price contained in the last grid entry. When a lens is priced and its sphere/cylinder is above the breakpoints in last entry, then the price contained in the last entry will be increased by the $ amount specified for each diopter that the Rx prescription is in excess of the breakpoint.
Priceslist – Addon prices
The Addon Price Detail screen grid is similar to the Rx prices grid with the exception that an entry for "Base" materials has been added. Similar to the Base lens style, an entry in the base material column will apply to all materials for the specified lens style, or all lens styles if the "Base material/Base lens style" grid cell is populated with a price.
When adding a new addon price entry, the user can select the type of addon that is being priced. This is controlled by the "Auto Code" entry. Auto code pricing allows addons to be automatically applied to an order when an order goes through its pricing routine. For addon items that the lab wants to aplly manually, set the "Auto code" fields to "Manual Entry".
The lab then selects the "Addon group" that the pricing applies to.
The lab can set the pricing mode for the addon as follows:
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