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Table of Contents (on this page)
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Introduction
This document provides instructions for entering a Stock Order for
billingStock Lenses, Frames, Miscellaneous, and
Miscellaneousother items. There are several steps to entering a stock order.
Procedure
:From the Optifacts main menu:
Type- Select Option 6 – Stock Pricing and press
- E
The Invoicing Information screen displays.
Invoicing Information
- Type Enter the Account Number and press enter.
Invoicing Information
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If the account number is unknown, type the first few letters of the account name to display a list of accounts |
The Optifacts automatically assign the Invoice Number is automatically assigned by Optifacts.
- Type Enter the Patient Patient’s Name and press enter.
- Type Enter the Purchase Order No. and press enter. (Optional)
- Type Y Press “Y” to continue or N “N” to edit the information.
- Type Enter the Tray Number and press enter (if not automatically assigned by Optifacts.)
- Type Enter the Date needed and press enter. (Optional)Type
- Enter the Time needed and press enter. (Optional)
- Type Enter the Tray Notes and press enter. (Optional)
- Type Enter the Material Code to Post Invoice by and press enter.
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Pressing (?) in this field will display a list of options. |
- Select the applicable material code and press enter.
Billing Options
The Billing options display.
- Select any applicable billing options.
- To apply postage, type Select option 2 and press enterEnter to apply postage. A field will display allowing entry of the Handling Cost amount.
- Select option 3 and press Enter to apply a special discount, type 3 to apply a percentage or option 4 to apply a dollar value. A field will display, allowing entry of the amount.
- To Select option 5 and press Enter to flag the order as Net.
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CAUTION: *** Before using the Net |
Invoicing option, review your lab’s policy on netting stock orders. When highlighted, Net Invoicing prevents a further volume discount (for prompt payment) from applying to this invoice at the end of the month. *** |
- Select option 6 and press Enter to view pricing debug.
- Select option 7 and press Enter to add a Mail to Patient address, type 7 .
- Select option 8 and press enter .To to suppress the pricing on the invoice, type 8 and press enter.To .
- Select option 9 and press Enter to suppress the pricing on the 2nd copy of the invoice, type 9 and press enter.To .
- Select option 10 and press Enter to print a duplicate invoice, type 10 .
- Select option 11 (automatically populated) and press enter Enter to continue .When when you have completed all applicable selections have been made, press enter to continue.
The item details screen will display.
Item Details
- Type Enter the appropriate Stock Option code and press enter.
- Type Press the question mark key (?) and press enter Enter to view a list of options.
- 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 “L” and press enter Enter to display the following window.
- Enter all details of the lens.
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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.
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The price and cost must be entered in pair pricing when entering a lens order by description. |
- Respond to the tax and discount questions, pressing Enter past each field.
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If the customer profile is set |
as non-taxable, the order will not be charged tax. The operator does not need to answer Y or N to the tax questions. |
- Enter the SKU number is if available.
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If Optifacts finds |
the SKU number for the manually entered lens information, it will populate the SKU field. |
- Continue with more entries or press "Q" to quit when complete.
Are these entries correct <y/n>?
- Answer Y “Y” if correct or N “N” to return to the form.
The selected billing options will be shown on the form and calculated into the final price.
- Press any key to continue.
- Press enter Enter to complete the order.
Stock Lenses by SKU
- Select Option code I “I” and press Enter.
The cursor
will jumpjumps to the quantity field.
- Type the SKU number and press enter Enter or scan the SKU number.
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When entering a lens order by SKU, the value for one lens is 1. |
The lens information and pricing will be populated automatically based on the price list.
- Continue with more entries or press Q “Q” to quit when complete.
Are these entries correct <y/n>?
- Type Y Press “Y” to accept or N “N” to return to the form.
If there are any discounts or handling charges will be , they are shown on the form.
- Press any key to continue.
- Press enter Enter to complete the billing.
Frame Billing
- Select Option code F option “F” and press enterEnter.
- Type the Frame SKU and press enter Enter or scan the frame Frame SKU.
- Type the Quantity and press EnterEnter the quantity.
The frame information and pricing will be are shown on the form.
If you do not know the frame SKU, press
enterEnter, and the frame UPC
codefield
will displaydisplays.
If you need to search by description, press
enterEnter through the frame UPC
codefield, and description fields
willdisplay. Use the ( * ) asterisk wild card, press
enterEnter, and the system
will promptprompts you to make choices based on what is in the system. If there is more than one option available, you will have to select a choice. If only one option exists, then the system
will just fillfills in the data.
When it finds frames based on the criteria, it will display the choices on the form.
- Make the selection and press enterEnter.
The frame SKU will displaydisplays.
- Type the quantity and press enterEnter.
The frame will be gets added to the order.
- Continue the billing process as described previously in this document.
Miscellaneous Billing
- Select Option code M “M” and press enterEnter.
- Type Enter the quantity and press enter.Type
- Enter the description and press enter.Type
- Enter the price and press enter.
- Continue the billing process as described previously in this document.
Option Table Entries
- Select Option code O “O” and press Enter.
- Type Enter the Quantity and press Enter.
- Type Enter the Option Code or press enter to scroll through the available items.
- Type Y Press “Y” to select the displayed option or N “N” to view more options.
- Continue the billing process as described previously in this document.
Free Format Text
- Select Option code "T" and press Enter.
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Using the text option does not allow for any pricing to be applied. It is used strictly |
for commenting purposes. |
- Continue the billing process as described previously in this document.
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