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Step 2 - Setting up the customers
From the Main RxUniverse screen, select "Orders" and click on "Customers". Click the "ADD" button. The following screen will be displayed:
- Type Type in an Account number in the Account # field.
- Type in the name and address followed by a phone number and contact person if desired.
- On the right hand side of the screen, choose a default job type.
- At the top of the screen, select the "Pricing Tab".
- In the Rx and Uncut, enter the pricelist code created in Step 1.
- Save the record.
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- All materials that are used by the lab and set to active in the material database will appear on the left hand side of the screen. Enter a material group such as CR39. When creating a material group for plastic CR39, also add include material "T" for Transitions (Material "T" will only show up in the list if it's set as "Active" in the Lens Material Database) . The extra cost of the transition coating will be covered by addons which is explained in another step.
- Type in a description.
- The sequence number defaults to "99" which means the material will appear in the pricelist in alphanumeric order. To have the CR39 material appear in the first column of the pricelist, enter "1" in the Sequence field. Materials will appear in the sequence order entered on the above screen. When entering the prices, having the materials in the same order as they appear on the customer's copy of your pricelist makes it much easier to enter.
- Highlight the appropriate material in the left hand column and use the ">" to add the material to the right hand column. To remove the material, highlight the material in the right hand column and use the "<" to return it to the left hand column.
- Save the record.
- Click the add button and repeat the above but enter the material group as POLY. Type in a description and enter the sequence number as "2".
- Click the Add button to continue creating material groups until the left hand column is blank.
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Step 4 - Lens Style Groups
From the Main RxUniverse screen, select "Pricing" and click on "Lens Style Groups". Click the "ADD" button. Any lenses that are the same price can be grouped together. Only lenses that have been set to active in the lens style database will appear in the available column on the left hand side of the screen. Polarized lens style codes are added to the clear lens groups. The extra cost of the polarized coating will be added as an automatic addon which is explained furthur in this document. A screen similar to the one below will be displayed:
- All lenses that are used by the lab and set to active in the lens style database will appear on the left hand side of the screen. Enter a lens style group such as "SV".
- Type in a description.
- As with the material groups, the sequence number defaults to "99". Enter a different sequence to have the lenses appear in the sequence entered above or leave as "99" which will list the lens styles in alphanumeric order.
- Highlight the appropriate lens style in the left hand column and use the ">" to add the lens style to the right hand column. To remove the lens style, highlight the lens style in the right hand column and use the "<" to return it to the left hand column.
- Save the record.
- Click the "ADD" button and repeat the above but enter something like "FT" for flat top lenses in the Lens Style Group.
- Type in a description.
- Enter the sequence number or leave it as 99.
- Select the lenses as shown below. The ST25 and ST28 are the same price and added to the same group.
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10. Save the record. Click the Add button to continue creating lens style groups until the left hand column is blank.Once all the lens style groups have been created, they will appear in the pricelist file in the sequence specified as shown below. To access this
11. You can also copy a lens group to a new group. Select the group you want to copy and press the "1" button, a screen will appear asking for the new lens group. Pressing the continue button will copy all pricing information from the selected group to the new group.
Once all the lens style groups have been created, they will appear in the pricelist file in the sequence specified as shown below. To access this screen, click on the pricing tab. Select Price Lists. Highlight the pricelist number and double click on the yellow Rx Prices.
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- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
- Use the drop down list next to the Addon Group to find the manual addon.
- Select a Prising Mode.
- Click the box next to the Addon taxable is applicable.
- If the addon is not discountable such as a shipping charge, check the box next to the Addon Always Net.
- Enter an item discount if applicable.
In the following example, a charge for Polish will be created. Since the polish charge is the same for all lens/material combinations, the price is entered in the Base field. If the charges are different, enter the price in the appropriate boxes.
Save your changes and follow the steps above to create manual addons until all addons have been 
You can modify the addon flags for a specific cell if desired. For instance, you are running a promotion where you want to offer a 15% discount on CR39 ST28 lenses. First you need to enter a price in that cell similar to below:
Now double click on the cell to pop-up the Addon Flags maintenance screen.
This screen will show the main screen settings for the fields when first accessed. Now change the Item discount to 15% and press the save button. When you return to the pricing grid, note that the cell for CR39/ST28 is now displayed in red. This indicates that the cells addon flags differ from the main default flags.
Save your changes and follow the steps above to create manual addons until all addons have been priced.
Step 6- Automatic Addon GroupsGroups
Automatic addons allow you to specify the "Kind of Lens" that the pricing is applied to. Select "Semi-Finished", "Finished" or "Both".
Automatic addons will be added to the order automatically unlike manual addons which have to be selected when entering a job. Special codes are required for automatic addons. Below is a list of automatic addon codes available in RxUniverse. Detailed instructions on how to create each addon will be shown after the list of special codes.
AA - The always add will be charged on every order. This addon may be used for such items as shipping or handling fees.
CA - The customer addon is used for pricing items by customer. For example, if a shipping charge is different for various customers, this code would be utilized instead of the "AA" addon code. May also be used for customer discounts.
EC - Edging charges.
HB - Charges for high base curves.
LB - Charges for low base curves.
OB - Oversized blank charges
OF - Oversized frame charges
PM - Charges for prism thinning
PR - Charges for Rx prism
PT - Lens pretreatment cost such as Transition or polarized lenses.
SA - Segment add charges.
SF - Prices for different types of frames.
SN - Costs for manual thicknesses
SO - Slab off charges
ST - Special thickness code costs
SW - Prices for different segment widths
TN - Tint color costs such as grey or brown
AA - Always ADD
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- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
- Change Change the Auto Code from Manual Addon to AA - Always ADD.
- Change the Addon Group to SHIP to create a shipping charge that will added to all jobs.
- Set the pricing mode. Shipping charges are usually set to Price Per Order.
- Type in a price for the addon. In this example, a $5.00 charge will be added to each order for shipping.
Save your changes.
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- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
- Change the Auto Code from Manual Addon to CA - Customer Addon
- Change the Addon group to DISC10 created in the steps above.
- Chose the Kind of lens the discount applies to
- Since this is a discount, change the Pricing Mode to Order Discount.
- Type in 10.00 in the Base field to create a 10% discount as shown below:
Save your changes.
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- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
Change the Auto Code field from Manual Addon to EC Edging by using the drop down box. The screen will change slightly with the Addon Group field show above changing to Pricing Description and additional fields on the right side of the screen as shown below:
- Type in a Pricing description such as edging charge.
- Chose the Kind of Lens the pricing applies to
- Choose a pricing mode.
- Checkmark Addon Taxable is applicable.
- Select Keep Addon Separate if the item should appear separately on the invoice.
- The Print Auto-Addon if Zero only applies if there is no charge for this addon but the item should appear on the invoice. For edging charges, leave this field unchecked
- Select a position for the edging charge. The position selected will dictate in what order the addon will appear on the invoice.
- If the edging charge is the same for all materials and lens styles, type in the amount in the Base box as shown below. If different prices are required for material/lens style combinations, type in the prices in the appropriate boxes. Use the tab key to change from field to field.. Once completed, click on the Save button.
HB - High base curve
This feature is not available at this time.
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- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
Change the Auto Code field from Manual Addon to OB oversized blank by using the drop down box. The screen will change slightly with the Addon Group field show above changing to Pricing Breakpoint and Pricing Description. Additional fields are located on the right side of the screen as shown below:
- Type in a Pricing Breakpoint. The first pricing breakpoint will be the for a blank size with no charge. For example, if there is no charge for a 72 blank then type 72.0 as the pricing breakpoint.
- Type in a Pricing description
- Chose the Kind of Lens the pricing applies to
- Choose a pricing mode.
- Checkmark Addon Taxable is applicable.
- Select Keep Addon Separate if the item should appear separately on the invoice.
- The Print Auto-Addon if Zero only applies if there is no charge for this addon but the item should appear on the invoice. For this record, uncheck check this box.
- Select a position for the oversized charge. The position selected will dictate in what order the addon will appear on the invoice.
- If the oversized charge is the same for all materials and lens styles, type in the amount in the Base box as shown below. If different prices are required for material/lens style combinations, type in the prices in the appropriate boxes. Use the tab key to change from field to field.. Once completed, click on the Save button.
The next step is to create another record using the same method for the next pricing breakpoint. If all blanks over 72 mm are charged a flat fee, enter the Pricing breakpoint as 99.99. If blanks from 73 to 76 are one price and blanks over 76 are another price, a third record will be required with a breakpoint of 73. Save your changes.
OF - Oversized Frames
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- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
Change the Auto Code field from Manual Addon to OF oversized frame by using the drop down box. The screen will change slightly with the Addon Group field show above changing to Pricing Breakpoint and Pricing Description. Additional fields are located on the right side of the screen as shown below:
- Type in a Pricing Breakpoint. The first pricing breakpoint will be the for a frame size with no charge. For example, if there is no charge for a frame with an A measurement of 49 or less then type 49.00 as the pricing breakpoint.
- Type in a Pricing description
- Chose the Kind of Lens the pricing applies to
- Choose a pricing mode.
- Checkmark Addon Taxable is applicable.
- Select Keep Addon Separate if the item should appear separately on the invoice.
- The Print Auto-Addon if Zero only applies if there is no charge for this addon but the item should appear on the invoice. For this record, uncheck check this box.
- Select a position for the oversized charge. The position selected will dictate in what order the addon will appear on the invoice.
- If the oversized charge is the same for all materials and lens styles, type in the amount in the Base box as shown below. If different prices are required for material/lens style combinations, type in the prices in the appropriate boxes. Use the tab key to change from field to field.. Once completed, click on the Save button.
The next step is to create another record using the same method for the next pricing breakpoint. If all frames with an A measurement of 50 or more are charged a flat fee, enter the Pricing breakpoint as 99.99. If frames from 50 to 53 are one price and frames over 53 are another price, a third record will be required with a breakpoint of 50. Save your changes.
PM - Prism Thinning
Charges for this addon as based on whether prisim thinning was calculated on a job.
- From the main menu of RxUniverse, click on Setup.
- Select System Settings.
- Click on the SURF1 tab. Take note of the value in the Thinning reduction field.
- Go back to the main menu and select Pricing.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- Change the Auto Code field from Manual Addon to PM prism thinning.
- Type in the value of the thinning reduction field that was stored in the System settings.
- Type in a Pricing description
- Chose the Kind of Lens the pricing applies to
- Choose a pricing mode.
- Checkmark Addon Taxable is applicable.
- Select Keep Addon Separate if the item should appear separately on the invoice.
- The Print Auto-Addon if Zero only applies if there is no charge for this addon but the item should appear on the invoice.
- Select a position for the thinning charge. The position selected will dictate in what order the addon will appear on the invoice.
- If the thinning charge is the same for all materials and lens styles, type in the amount in the Base box as shown below. If different prices are required for material/lens style combinations, type in the prices in the appropriate boxes. Use the tab key to change from field to field.. Once completed, click on the Save button.
PR - PRISM
Prism charges do not require the creation of an addon or addon group. The charges will automatically be added to any job when Rx prism is added . To create this item:
- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
- Change the Auto Code from Manual Addon to PR Prism.
- Type in a Pricing Breakpoint. The first pricing breakpoint will be the one with no charge. For example, if there is no charge for prism under 3.0 diopters, type in 2.75 as the pricing breakpoint.
- Type in a Pricing descriptionPricing description
- Chose the Kind of Lens the pricing applies to
- Choose a pricing mode.
- Checkmark Addon Taxable is applicable.
- Select Keep Addon Separate if the item should appear separately on the invoice.
- The Print Auto-Addon if Zero only applies if there is no charge for this addon but the item should appear on the invoice. For this record, uncheck check this box.
- Select a position for the prism charge. The position selected will dictate in what order the addon will appear on the invoice.
- If the prism charge is the same for all materials and lens styles, type in the amount in the Base box as shown below. If different prices are required for material/lens style combinations, type in the prices in the appropriate boxes. Use the tab key to change from field to field.. Once completed, click on the Save button.
If each diopter has a different price created the additional records using the steps above finishing with a record with a pricing breakpoint of 99.99.
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- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
- Change the Auto Code to PT - Lens Pretreatment.
- Change the Addon Group to the TRANS code previously created.
- Chose the Kind of Lens the pricing applies to
- Set the Pricing Mode usually set to Price per Pair for this addon.
- For each lens/material combination, deduct the price of the transition lens from the clear lens and enter the difference in the appropriate boxes. For example, if the price of a clear SV lens in CR39 is $20.00 and the price of the SV lens in CR39 Transition is $60.00, type in $40.00 in the SV CR39 box.
- Once all transition prices have been entered, save your changes.
- For Polarized lenses, repeat the steps above except change the Addon Group to POLAR as previously created in the addon groups. the
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- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
Change the Auto Code field from Manual Addon to SA segment add by using the drop down box.
- Type in a Pricing Breakpoint. The first pricing breakpoint will be the for an add power with no charge. For example, if there is no charge for an add power of up to 1.75 then type in 1.75 as the pricing breakpoint.
- Type in a Pricing description
- Cose the Kind of Lens the pricing applies to
- Choose a pricing mode.
- Checkmark Addon Taxable is applicable.
- Select Keep Addon Separate if the item should appear separately on the invoice.
- The Print Auto-Addon if Zero only applies if there is no charge for this addon but the item should appear on the invoice. For this record, uncheck check this box.
- Select a position for the segment add charge. The position selected will dictate in what order the addon will appear on the invoice.
- If the segment add charge is the same for all materials and lens styles, type in the amount in the Base box as shown below. If different prices are required for material/lens style combinations, type in the prices in the appropriate boxes. Use the tab key to change from field to field.. Once completed, click on the Save button.
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- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
Change the Auto Code field from Manual Addon to SF special frame add by using the drop down box.
- Type in a Frame type. To view all frame type, click on the button beside this field to browse the frame type database.
- Type in a Pricing description
- Chose the kind of Lens the pricing applies to
- Select the Price per Order under Pricing Mode.
- Checkmark Addon Taxable is applicable.
- Select Keep Addon Separate if the item should appear separately on the invoice.
- The Print Auto-Addon if Zero only applies if there is no charge for this addon.
- Select a position for the special frame charge. The position selected will dictate in what order the addon will appear on the invoice.
- Type in the amount in the Base box as shown below. Save your record.
SN - Manual Thickness
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- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
- Change the Auto Code from Manual Addon to SN Manual Thickness..
- Type in a Pricing Breakpoint. The first pricing breakpoint will be the one with no charge. In the example below, $20.00 will be added to each invoice where the thickness on the job is changed from the default to a 1.0 edge thickness.
- Type in a Pricing description
- Chose the kind of lens the pricing applies to
- Choose a pricing mode.
- Checkmark Addon Taxable is applicable.
- Select Keep Addon Separate if the item should appear separately on the invoice.
- The Print Auto-Addon if Zero only applies if there is no charge for this addon but the item should appear on the invoice.
- Select a position for the thickness charge. The position selected will dictate in what order the addon will appear on the invoice.
- If the thickness charge is the same for all materials and lens styles, type in the amount in the Base box as shown below. If different prices are required for material/lens style combinations, type in the prices in the appropriate boxes. Use the tab key to change from field to field.. Once completed, click on the Save button.
SO - Slab Off
This addon will automatically price is the job is marked as a slab off.
- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
- Change the Auto Code from Manual Addon to SO Slaboff..
- Type in a Pricing description
- Chose the kind of lens pricing applies to
- Choose a pricing mode.
- Checkmark Addon Taxable is applicable.
- Select Keep Addon Separate if the item should appear separately on the invoice.
- The Print Auto-Addon if Zero only applies if there is no charge for this addon but the item should appear on the invoice.
- Select a position for the slaboff charge. The position selected will dictate in what order the addon will appear on the invoice.
- If the slaboff charge is the same for all materials and lens styles, type in the amount in the Base box as shown below. If different prices are required for material/lens style combinations, type in the prices in the appropriate boxes. Use the tab key to change from field to field.. Once completed, click on the Save button.
ST - Special Thickness Code
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- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
- Change the Auto Code from Manual Addon to ST Special Thickness Code..
- Type in the Code. In the example below, the addon is for an extra thick lens.
- Type in a Pricing Description.
- Chose the kind of lens pricing applies to
- Choose a pricing mode.
- Checkmark Addon Taxable is applicable.
- Select Keep Addon Separate if the item should appear separately on the invoice.
- The Print Auto-Addon if Zero only applies if there is no charge for this addon but the item should appear on the invoice.
- Select a position for the code charge. The position selected will dictate in what order the addon will appear on the invoice.
- If the code charge is the same for all materials and lens styles, type in the amount in the Base box as shown below. If different prices are required for material/lens style combinations, type in the prices in the appropriate boxes. Use the tab key to change from field to field.. Once completed, click on the Save button.
SW - Segment Width
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- From the main menu of RxUniverse, click on the Pricing tab.
- Select Price Lists.
- Click on the newly created price list on the left hand side.
- Right click the Addon Type and choose Add Addon Pricing.
- The following screen will appear:
- Change the Auto Code to TN - Lens Tinting
- Change the Addon Group to TINT.
- Chose the Kind of Lens pricing applies to
- Select a Pricing Mode which is usually Price per Pair for this addon.
- Checkmark the field Print Auto Add if zero to ensure that the tint will appear on the invoice even if there is not cost.
- Type in 0.00 in the Base price.
- Glass lenses are available with a Grey 3 tint. These are not transition or polarized lenses. Type in a price in the glass column if applicable as shown in the example below.
Save your changes.
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