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Introduction

This document provides instructions for setting up the Commercial Branding Tool (CBT) function allowing the ability to use a branded name to produce a digital lens.

Procedure

Job Data Definition

You must set up the following Job Data Definition before proceeding.

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 6 – Configuration Editor and press Enter.

Select Option 7 – Edit Job Data Definitions and press Enter.

The Prompt Configuration for Miscellaneous Job-Related Data window is displayed.

• Enter all the data, as shown in the example below, pressing Enter past each field.
• Press Escape to save the data
• Press “E” to exit the screen.

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Custom Configuration

Enable the following custom configuration to show the CBT window in Order Entry.

From the Optifacts main menu:

Select Option 3 - Editor Utilities and press Enter.

Select Option 6 - Configuration Editor and press Enter.

Select Option 6 – Edit Custom Configuration and press Enter.

The Custom Configuration Editor is displayed.

• Press “Q” to Query the table.
• Enter some search criteria in any of the fields.
• Press Escape to perform the search.

If the table does not exist:

• Press “A” - Add a new record.
• Enter all the information, as shown in the diagram below.
• Press Escape, to save the data.
• Press “E” to exit the screen.

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Now you may proceed to set up the CBT screens:

CBT Setup

From the Optifacts main menu:

Select Option 3 - Editor Utilities and press

Enter.

Type Select Option 14 - Commercial Brand Editor and press enterEnter.

The Commercial Branding (CBT) Menu displaysis displayed.Image Removed

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Step 1

- CBT Name

Select Option 1 - CBT Master Editor and press

Enter.

The Commercial Brand Master Editor window displaysis displayed.Image Removed

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• Type A Press “A” to add a new record.

• Type Enter the CBT name and press enter. This describes to describe the lens name or design.Type
• Enter the CBT family and press enter. This describes to describe the family name where you can group familiar lenses can be grouped together.
• Comments may be added Add any comments if desired.
• Type Enter the calculation engine if applicable and press enter. 
• Press Escape to save the data.
• Type E Press “E” to exit.

Examples: Notice in the following two diagrams

that two lens designs are using the same family.

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Step 2

- Order Entry Parameters

From the Commercial Branding (CBT) Menu:

Type Select Option 2 - CBT Order Entry Editor and press enterEnter.

The Commercial Branding Order Entry Control Editor displaysis displayed.Image Removed

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• Type A Press “A” to add a new record.
• Type Enter the Commercial Brand Name and press enter.

The Commercial Brand Name must be an exact match to the name created in the CBT Master Editor.

• Enter all the other required fields.

If a field is left blank,

it will look

the system looks at all codes described by the field name.

Along with the Commercial Brand Name, some of the usual fields

that

to enter are

completed are

Lens Type Code, Lens Color/Coat Coat, and Lents Material Code.

• Press Escape to save the data.
• Type E Press “E” to Exit.

Example: Notice that in the following diagram, there are 44 rows for the one design name. That is because each material and color available for that lens design has its own an entry. If you entered this particular lens design and left the material and/, or color fields blank, then all materials and/, or colors in the database would show up in order entry, causing issues if the material and / or color does not really exist. By narrowing down the materials and / or colors, then the order entry operators would only be able to select those specified in this table. Something to remember in this case is that every time a new material and / or color becomes available, it would you need to be addedadd it so that order entry can see it in the selection list.Image Removed

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Step 3

- Job Data Triggers

The field names must be defined in the Job Data Definition Table (Menu 3-6-7). Refer to the Job Data Definitions and Triggers section from the User Documentation Index for details on setting up definitions and triggers.. Order Entry will be prompted to enter the required job data.

From the Commercial Branding (CBT) Menu:

Type

Select Option 3 - CBT Job Data Fields Editor and press

enter

Enter.

The Commercial Branding Job Data Triggers window displays.Image Removed

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• Type A Press “A” to add a new record.
• Type Enter the Commercial Brand Name.

The Commercial Brand Name must be an exact match to the name created in the CBT Master Editor.

• Enter all the other required fields.
• Press Escape to save the data.
• Type E Press “E” to Exit.

Examples: Notice that in the first diagram that the entry is specific to material TLT, but the second diagram is applicable applies to the same lens design for all materials. (Material code field is blank).Image Removed

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Here are a few more examples of job data triggers. There are various CBT Job Data Triggers. This document may not contain the full list of available options. Please contact Optifacts Support as others may be needed.

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Step 4

- Field Validations

Use field validations to define restrictions for the specified lens design, materials and/, or colors.

From the Commercial Branding (CBT) Menu:

Select Option 4 - CBT Field Validation Editor and press

Enter

The Commercial Branding Field Validation Editor window displaysis displayed.Image Removed

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• Type A Press “A” to add a new record.
• Type Enter the Commercial Brand Name. The Commercial Brand Name must be an exact match to the entry in the CBT Master Editor.
• Enter all the other required fields.
• Press Escape to save the data.
• Type E Press “E” to Exit.

Examples: Notice that in the first diagram, there is a sphere power restriction of -10.00 to 6.00 for type VXY material P, but in the second diagram, the sphere power restriction is -12.00 to 8.00 for the same lens type VXY with material TL.Image Removed

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Step 5

- Invoice Mapping

Use invoice mapping

Invoice mapping is used to define how certain fields should be represented you want to represent specific fields on the printed invoice.

From the Commercial Branding (CBT) Menu:

Select Option 5 - CBT Invoice Mapping Editor and press

Enter.

The Invoice Commercial Branding Editor window displaysis displayed.Image Removed

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• Type A Press “A” to add a new record.
• Type Enter the Priority Number and press enterEnter.

The priority number represents the hierarchy in which the system

looks at matching records.

• Type Enter the Account Number “0” (0 zero to represent all accounts) and press enterEnter.
• Type Enter the Commercial Brand Name. The Commercial Brand Name must be an exact match to the entry in the CBT Master Editor.
• Enter all the other required fields.

Data on the left side (incoming fields) represents what

gets entered, and data on the right side (Invoice representation) indicates what

prints on the invoice.

• Press Escape to save the data.
• Type E Press “E” to Exit.

Example: In the following diagram, we represent the material code TVX will be represented on the printed invoice as TREXA.Image Removed

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Step 6

- Product Mapping Codes

Product mapping is required if mapping the CBT product or any other Optifacts SKU to an external calculator.

From the Commercial Branding (CBT) Menu:

Select Option 6 - CBT Product Code Editor and press

Enter.

The Product Code Editor window displaysis displayed.Image Removed

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• Type A Press “A” to add a new record.
• Enter all the other required fields.
• Press Escape to save the data.
• Type E Press “E” to Exit.

Example: Optifacts SKU mapped to the SCG calculator.Image Removed

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Step 7

- Service Code Mapping

Service code mapping is required if mapping CBT Pricing Options to an external calculator.

From the Commercial Branding (CBT) Menu

Select Option 7 - CBT Product Services Editor and press

Enter.

The Product Code Editor window displaysis displayed.Image Removed

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• Type A Press “A” to add a new record.
• Enter all the other required fields.
• Press Escape to save the data.
• Type E Press “E” to Exit.

Example: Optifacts Pricing Option mapped to the SCG calculator.Image Removed

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Step 8

- Modify Product Codes

New field “Value Entered” added to the mod_prod_codes table that allows three values in order to assign a product code:

• P = job - Job data field need only be present.
• Y = a - A value is necessary.
• N = not - Not applicable.

From the Commercial Branding (CBT) Menu:

Type

Select Option 8 CBT Product Code Modifier Editor and press

enter

Enter.

The Product Code Modifier Editor window displaysis displayed.Image Removed

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• Type A Press “A” to add a new record.
• Enter all the other required fields.
• Press Escape to save the data.
• Type E Press “E” to Exit.

Example:Image Removed

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Step 9

- Corridor Length Editor

Allows setup This editor allows set up of fitting heights and corridor lengths by CBT Description.

From the Commercial Branding (CBT) Menu:

Select Option 9 CBT Corridor Length Editor and press

Enter.

The Product Code Modifier Editor window displaysis displayed.Image Removed

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• Type A Press “A” to add a new record.
• Enter all the other required fields.
• Press Escape to save the data.
• Type E Press “E” to Exit.

Example: Notice in the following diagram that there are 32 records for this particular CBT.

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Order Entry Examples

CBT Selection

If your lab is using CBT, then the CBT selection window is displayed

• Make your selections following the prompts through each window.

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• 0 - Not a CBT. If you choose this option, the window closes, and the active cursor moves to the Rx window.
• 1 - Pick CBT by Name. If you choose this option, a list displays, and you make your selections from the available options in the list.
  • Enter the number of the appropriate lens design and press Enter to continue.

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• 2 - Enter CBT by Name. If you choose this option, you can scroll through the list by using your up and down arrow keys to highlight the appropriate lens design.
  • Press Enter to select the highlighted lens.

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In our examples below, we have chosen option 1 - Pick CBT by Name.

Once you pick a CBT name (as shown in the diagram below or option 1 above), the system asks you to make a selection from the CBT Family Names.

• Make your selection and press Enter.

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Then, the system asks you to make a selection from the CBT Description Names.

• Make your selection and press Enter.

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• After making all your selections, continue to process the order as usual.

To view and download these instructions as a PDF file, click on the following document image.

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