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Search Optifacts User Documentation
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Table of Contents (on this page)
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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.
If the invoice has already had a credit posted against it, you
willsee the following message:
If not, then you
willsee the following message:
- Touch Press Enter to continue.
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.
- The tray Number 7777777 will be automatically assigned.
- the entry.
- Press “N” to return to the form.
- 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.
- 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.
- 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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Price/Item and Price/Line |
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.
Example of credit for 1 lens and a pair of lenses:
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.
- 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.
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“DO NOT CHANGE THE WORD |
“OPTIONS” You may not see the Enter for Reason Options line if your lab does not use OPTIONS. |
The Options Selector screen will displaydisplays.
- Select the applicable appropriate credit reason option and press enter.E
The system may prompt you to select additional credit reason options
. The system may be set up to cascadeby cascading through various credit reason menus.
- Press Enter to print the invoice.
- 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.
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