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Introduction

This document provides instructions for adding, editing, deleting and managing your pricing options. (Lite-ups)

Procedure

Lite-up Options Report

It is recommended that you run the Lite-up Options report from Optifacts menu 5-4-4 to print a list of existing liteLite-ups.. You can review the report to see if the liteLite-up you are adding already exists. You can also decide what number to use and placement of the new entry. Once you have the information you can proceed to setup your liteLite-ups.

Add/Edit Lite-up Options

Using this option will allow you to add new, or edit existing, liteLite-up options on the Billing Options screen. You will be prompted specify if the liteLite-up option is for glass, plastic, or both materials, you may enter G, P, or *. You are then prompted for the liteLite-up number, or optionally you can enter 0 as the liteLite-up number and be prompted for the liteLite-up name. If a match is found, it is displayed on the screen and you are prompted if you wish to edit the entry. If no match is found, you begin adding a new lite up option. It is possible to have separate liteLite-ups for glass and plastic sharing the same liteLite-up number, since only one of them need be displayed at a time. In such a situation, automatic and dependent liteLite-ups cannot be used in conjunction with these liteLite-up numbers.

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 4 - Pricing Database Editor and press enter.

Type 4 – Lite-Up up Options and press enter.

Type 1 – Add/Edit Lite-Up up Options and press enter. 

The Lite-Up up Options window displays.

Edit an Existing Lite-up

If you are editing an existing liteLite-up, you will see the following message at the bottom of the screen.

• Type Y to edit.
• Type N to exit.

Adding a New Lite-up

If you are adding a new entry, you will see a message on the top right side of the screen.

Following the directions as described below.

Lite-up Option Fields

If adding or editing, you will be prompted for all of the following:

VALID FOR GLASS, PLASTIC, BOTH

A prompt to specify if the liteLite-up is valid for glass, plastic or * (both) materials will display. The liteLite-up will display in the Pricing Options screen within Order Entry only when the material of the RX is of the material type specified in this option. It is possible to have separate liteLite-ups for glass and plastic sharing the same liteLite-up number , since only one of them need needs to be displayed at a time. In such a situation, automatic and dependent liteLite-ups cannot be used in conjunction with these liteLite-up numbers.

• Type G (glass), P (plastic) or * (both) and press enter.

LITELite-UP up NUMBER

This option appears only if a liteLite-up number is specified.

• At the prompt for Lite-Up up Number, type the number to be used and press enterpress Enter. This is the liteLite-up number that will display in the Pricing Options screen within Order Entry.
• The Lite-Up up number appears only if specified. Numbers 1-20 are in column 1, numbers 21-30 are in column 2 – numbers 41-60 are in column 3 and so forth up to number 320 if 4 pages of liteLite-ups are displayed or up to number 480 if 6 pages of lit-ups are displayed, etc. Otherwise, the name typed will display in the Lite-Up up Name field. A notification will display of any conflicting liteLite-up numbers.

LITELite-UP up NAME

Optionally, a 0 (zero) or pressing the space bar in the liteLite-up number field will prompt for the liteLite-up name. If a match is found, it is displayed on the screen and a prompt to verify editing of the liteLite-up will display. If no match is found, begin adding the new liteLite-up option. Type the liteLite-up name and press enter. There is a limitation of is 15 characters in length. This name is what will be displayed in the Pricing Options screen within order entry and print on the invoice.

The following is an example using a specified liteLite-up number.

• Enter the name in the Lite-up Name field and proceed to enter all the fields as described in this document.

The following is an example using a liteLite-up name.

Note: If you are adding by name, the system will assign a liteLite-up number automatically using the next available number in the system.

• Type a 0 (zero) or press the space bar and the field opens up for data entry.

• Type the name of the liteLite-up and press enter.
• Continue to enter the rest of the fields as described in this document.

DISPLAY OPTION IN COLUMN

This option is 0 was specified for the liteLite-up number to add or edit based upon the liteLite-up name. This is the row number, 1-20 that the liteLite-up will appear in. A notification will display of any conflicting row and column locations.

• Type the number (1-20) and press enter.

DISPLAY OPTION IN ROW

This option is used if 0 was specified for the liteLite-up number to add or edit based upon the liteLite-up name. This is the column number, 1-16 that the liteLite-up will appear in. A notification will display of any conflicting row and column locations.

• Type the number (1-16) and press enter.

OPTION IS DISABLED

Use this option to disable a liteLite-up from being active rather than deleting the liteLite-up. The liteLite-up still exists but will not be visible for operators to use.

• Type Y (yes) to disable or N (no) to enable and press enter.

ITEMIZE UNDER

This is the itemization category to group the liteLite-up into. Any charges stemming from this liteLite-up will be grouped into an invoice master category if defined here. Optionally, if no itemization is required, entering a – (minus sign) will result in the charges being grouped to a numerical category on the invoice.

• Type the itemization category and press enter.

FLAT PRICE OVERRIDE TEXT/~PACKAGE

This field defines the invoice category to override. A package number prefixed with a tilde (~) to point this liteLite-up or enter a (-) minus sign if not overriding any categories or not pointing to a package. If assigning this lite up to a package, the package assignments must exist before assigning this liteLite-up.

• Type a tilde (~), a – (minus sign) or the invoice category and press enter.

PRINT TEXT ONLY ON THE INVOICE

This field defines where the liteLite-up name will print on the invoice.

• Type Y and press enter to assign the liteLite-up as a comment only. No pricing will occur.
• Type N and press enter to result in this liteLite-up appearing in the price list under liteLite-ups where a price can then be assigned to it.

PRINT TEXT IN INVOICE BOX: This field defines where the liteLite-up name will print on the invoice.

Type one of the options below and press enter. Be sure to use upper case letters or it will not print correctly on the invoice.

• N to - Do not print the liteLite-up text on the invoice.
• I to print the lite-  Print the Lite-up in the Instructions box.
• E to print - Print in the Edge box.
• T to print - Print in the Tints box.
• S to print - Print in the Specials box.

PRICE PER PAIR, LENS, JOB, R/L: This field defines how to price the liteLite-up.

• Type one of the options below and press enter.
  • P to price - Price per Pair (Price will be divided in half for half pairs).
  • L to price - Price per Lens (Price will be doubled for pairs).
  • J to price - Price per Job (Price remains constant regardless of half or complete pair).
  • 0 (zero) to apply - Apply a complete price for the right lens only.
  • 1 (one) to apply - Apply a complete price for the left lens only.

PROMPT FOR HAND PRICE: This option will prompt the order entry operator to enter a price for this item.

• Type Y and press enter to prompt the operator.
• Type N and press enter to have the program retrieve the price from the price list.

EDGED, UNCUT, BOTH:  This field defines the job type. If the criteria do not match, then the liteLite-up will not appear on the pricing options screen for the job type entered.

• Type one of the options below and press enter.
  • U to have this option available only to Uncut Rx’s.
  • E to have this option available only to Edged Rx’s.
  • * (asterisk) to have this option available to all Rx’s.

INDUSTRIAL, DRESS, BOTH: This field defines the edge thickness. :  If the criteria do not match, then the liteLite-up will not appear on the pricing options screen for the job type entered.

• Type one of the options below and press enter.
  • I to have -  Have this option available only to Industrial thickness Rx’s. (The “I” suffix is used to define the lens style in order entry (SVI, DI28, PI, etc.).
  • D to have - Have this option available only to Dress thickness Rx’s. (The “I” suffix is not used in the lens style field in order entry (SV, D28 P, etc.).
  • * (asterisk) to have - Have this option available to all Rx’s.

HELP TEXT TO PRINT ON SCREEN: This field is optional. If this field contains anything, and the PRINT TEXT ONLY ON INVOICE flag is set to N, then the contents of this field will display on the user screen of the price list editor when the cursor is on the corresponding row. This field is commonly used for hints, tips, comments, or an in-depth description as a reminder to what the liteLite-up is for.

Once complete, you will be asked to confirm your entries.

Are the entries correct (Y?N)?

• Type Y if correct.
• Type N to edit the entry.

Delete Lite-up Options

This menu item will allow you to permanently delete a liteLite-up option from the database. The only way to restore a deleted option is to reenter the option as a new liteLite-up with the Add/Edit menu option. You will be prompted to specify if the liteLite-up option to be deleted is for glass, plastic, or both materials, you may enter G, P, or ♦. (Hint: If you simply hit enter you are then prompted for the liteLite-up number, or optionally you can enter 0 as the liteLite-up number and be prompted for the liteLite-up name. If a match is found, it is displayed on the screen and you are prompted if it is the correct lite- up to be deleted. Only a response of Yes will delete the liteLite-up.

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 4 - Pricing Database Editor and press enter.

Type 4 – Lite-Up up Options and press enter.

Type 2 – Delete Lite-Up up Options and press enter. 

The Delete Lite-Up up Options window displays.

• Type G (glass), P (plastic) or * (both) and press enter.
• Type the liteLite-up number or name (as described in the Add/Edit section above) and press enter.

You will be prompted to confirm: Would you like to delete this one (Y/N)?

• Type Y to delete.
• Type N to abort the action.

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