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Introduction

This document provides instructions for entering a Stock Lens credit from Quick Look-up. 

Procedure

From the Optifacts main menu:

Type Select Option 7 – Tray Tack and press enterEnter.

Type Select Option 1 – Quick Look-up and press enterEnter.

Perform a search for the applicable relevant job.

• Once you have found the job is found in quick lookupQuick Lookup, make sure the brackets are located on each side of the job information and type C to enter the Credit Memo screen.

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If the invoice has already had a credit posted against it, you

will

see the following message:

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If not, then you

will

see the following message:

• Touch Press Enter to continue.

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The original job information will displaydisplays.

• Press enter past the Patient Name field.

Are these entries correct <y/n>?

• Type Y Press “Y” to accept or N to return and press enter.

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• The tray Number 7777777 will be automatically assigned.

Original job information will be automatically applied

• the entry.
• Press “N” to return to the form.

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• The system automatically assigns tray number 7777777.

The original job information is applied automatically to the remaining fields.

• Press Enter past each field until the following window displays.

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• Select the applicable appropriate billing options.
• Press Enter (11 Continue) once more to display the first item listed on from the original jobsjob.

The Stock Option defaults to option I“I” Inventory.Image Removed

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• If the item to credit is displayed, Enter enter the quantity to credit and press enter. If the appropriate item is not displayed, type 0 enter “0” zero in the quantity to view field. The system displays the next item on the list.

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Info

Note:

Price/Item and Price/Line

will

populate automatically based on the Stock Price List and do not include any special discounts, but the Invoice Total includes any special discounts given.

• When complete, press "Q" to quit and press Enter.
• Follow the on-screen prompts to continue the process.

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Example of credit for 1 lens and a pair of lenses:Image Removed

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The system prompts the Operator will be prompted for a credit reason (if your lab is setup to use using credit reasons).

• Touch C Press “C” to and press enter Enter to continue.

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• Enter any applicable comments.
• Enter past the reference for original credit.
• Enter the date out Date Out of the job credited, or enter press Enter past it if already populated with a date.
• Press Enter past the “Enter for Reason Options” OPTIONS field. 

"DO

Warning
“DO NOT CHANGE THE WORD

"OPTIONS"Image Removed

“OPTIONS” You may not see the Enter for Reason Options line if your lab does not use OPTIONS.

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The Options Selector screen will displaydisplays.

• Select the applicable appropriate credit reason option and press enter.E

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You may be prompted

The system may prompt you to select additional credit reason options

. The system may be set up to cascade

by cascading through various credit reason menus.

• Press Enter to print the invoice.

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• Press enter Enter to continue.

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

View file
name Stock Credit Entry (through Quick Lookup).pdf height 250

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