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Note: When entering a lens order by description, the value for one lens is .5 and 1 for a pair. The price and cost must be entered in pair pricing.

Introduction:

This document provides instructions for billing Stock Lenses, Frames and Miscellaneous items.

Procedure:

Coming soon:

From the Optifacts main menu:

Type 6 – Stock Pricing and press enter.

The Invoicing Information screen displays.

Type the Account Number and press enter.

Note: If the account number is unknown, type the first few letters of the account name to display a list of accounts.

The Invoice Number is automatically assigned by Optifacts.

Type the Patient Name and press enter.
Type the Purchase Order No. and press enter. (Optional)
Type Y to continue or N to edit the information.

Type the Tray Number and press enter if not automatically assigned by Optifacts.
Type the Date needed and press enter. (Optional)
Type the Time needed and press enter. (Optional)
Type the Tray Notes and press enter. (Optional)
Type the Material Code to Post Invoice by and press enter.

Note: Pressing (?) in this field will display a list of options.

Select the applicable material code and press enter.

The Billing options display.

Select the any applicable billing options to be applied to the order.

To apply postage, type 2 and press enter. A field will display allowing entry of the Handling Cost amount.

To apply a special discount, type 3 to apply a percentage or 4 to apply a dollar value. A field will display allowing entry of the amount.

To flag the order as Net, type 5 and press enter.
To view pricing debug, type 6 and press enter.
Type To add a Mail to Patient address, type 7 and press enter to continue.

Type the Stock Option code and press enter. Type (?) to display a list of options.
- Follow the on screen prompts to continue the order.

    ┌────────────────────────────────────────────────────────┐
    │                                                        │
┌───│     VALID STOCK OPTION INPUTS                          │─────────────────┐
│Sto│                                                        │/    Price/      │
│Opt│     L = Stock Lens By Description                      │     Line        │
│---│     I = Stock Lens By Sku Number                       │---  --------    │
│ ? │     C = Contact Lens                                   │                 │
│---│     F = Frame                                          │---  --------    │
│---│     FH = Frame Half                                    │---  --------    │
│---│     FT = Frame Temple                                  │---  --------    │
│---│     FF = Frame Fronts                                  │---  --------    │
│---│     M = Miscellaneous, Tax Misc                        │---  --------    │
│---│     MA = Miscellaneous, Tax A                          │---  --------    │
│---│     MB = Miscellaneous, Tax B                          │---  --------    │
│---│     O = Option Table, Tax Misc                         │---  --------    │
│---│     OA = Option Table, Tax Misc A                      │---  --------    │
│---│     OB = Option Table, Tax Misc B                      │---  --------    │
│---│     T = Text Line                                      │---  --------    │
│---│     TT = Many Text Lines                               │---  --------    │
│---│     Q = Quit                     PQ = Promo Override   │---  --------    │
│   │     CTRL/E = Edit line                                 │                 │
│   │  Hit key to continue                                   │                 │
└───└────────────────────────────────────────────────────────┘─────────────────┘

Some examples of different types of Stock Orders will follow on the next pages.

Stock Lenses by Description:

Select Option code L and press Enter to display the following window.

│┌──────────────────────────────────────────────────────────────────────────┐  │
││                                                                          │  │
││     Mat Style Diameter Color  Sphere Cylinder  Quantity  Price  Cost     │  │
││     --- ----- -------- -----  ------ --------  --------  -----  ----     │  │
││     P    SV     70.0    W      -1      0.0       0.5     10    [5.   ]   │  │
││      No lens price found!                                                │  │
│└──────────────────────────────────────────────────────────────────────────┘  │

Fill in the applicable information pressing Enter past each fieldTo suppress the pricing on the invoice, type 8 and press enter.
To suppress the pricing on the 2nd copy of the invoice, type 9 and press enter.
To print a duplicate invoice, type 10 and press enter to continue.
When all applicable selections have been made, press enter to continue.

The item details screen will display.

Type the Stock Option code and press enter.
Type (?) and press enter to view a list of options.

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Select the applicable stock option and follow the on screen prompts to continue the order.

Some examples of different types of Stock Orders are as follows:

Stock Lenses by Description

Select Option code L and press enter to display the following window.
Enter all details of the lens.

Note: When entering a lens by description, the value for one lens is .5 and 1.00 for a pair.

Enter the price and cost if not populated automatically.

Note: When entering a lens order by description, the value for one lens is .5 and 1 for

a pair. The price and cost must be entered in pair pricing.

Respond to the tax and discount questions, pressing Enter past each field.

If a SKU is found for the lens, Optifacts will display the SKU number. Press Enter.

a pair. The price and cost must be entered in pair pricing.

Respond to the tax and discount questions, pressing Enter past each field.

Note: If the customer profile is set to non-taxable, the order will not be charged tax. The operator does not need to answer Y or N to the tax questions.

Image Added