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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:

1.  Type Type in an Account number in the Account # field.
2. Type in the name and address followed by a phone number and contact person if desired. 
3. On the right hand side of the screen, choose a default job type.
4. At the top of the screen, select the "Pricing Tab".
5.  In the Rx and Uncut, enter the pricelist code created in Step 1.
6. Save the record.

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1.  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.  
2. Type in a description.
3. 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.
4. 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.
   
5. Save the record.
6. 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".
7. 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:Image Removed

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1. 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".
2.  Type in a description.
3. 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.
4. 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.
   
5. Save the record.
6. Click the "ADD" button and repeat the above but enter something like "FT" for flat top lenses in the Lens Style Group.
7. Type in a description.
8. Enter the sequence number or leave it as 99.
9. 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.

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. 

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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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Step 6- Automatic Addon Groups

Automatic addons allow you to specify the "Kind of Lens" that the pricing is applied to.  Select "Semi-Finished", "Finished" or "Both".  

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