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Introduction
This document provides instructions for entering a Stock Order for Stock Lenses, Frames, Miscellaneous, and other items. There are several steps to entering a stock order.
Procedure
From the Optifacts main menu:
- Select Option 6 – Stock Pricing and press E
The Invoicing Information screen displays.
Invoicing Information
- Enter the Account Number.
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 |
Optifacts automatically assign the Invoice Number.
- Enter the Patient’s Name.
- Enter the Purchase Order No. (Optional)
- Press “Y” to continue or “N” to edit the information.
- Enter the Tray Number (if not automatically assigned by Optifacts.)
- Enter the Date needed. (Optional)
- Enter the Time needed. (Optional)
- Enter the Tray Notes. (Optional)
- Enter the Material Code to Post Invoice by.
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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.
- Select option 2 and press Enter 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, or option 4 to apply a dollar value. A field will display, allowing entry of the amount.
- 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.
- Select option 8 and press enter to suppress the pricing on the invoice.
- Select option 9 and press Enter to suppress the pricing on the 2nd copy of the invoice.
- Select option 10 and press Enter to print a duplicate invoice.
- Select option 11 (automatically populated) and press Enter to continue when you have completed all applicable selections.
The item details screen will display.
Item Details
- Enter the appropriate Stock Option code.
- Press the question mark key (?) and press 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” and press 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 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” if correct or “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 to complete the order.
Stock Lenses by SKU
- Select Option code “I” and press Enter.
The cursor jumps to the quantity field.
- 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” to quit when complete.
Are these entries correct <y/n>?
- Press “Y” to accept or “N” to return to the form.
If there are any discounts or handling charges, they are shown on the form.
- Press any key to continue.
- Press Enter to complete the billing.
Frame Billing
- Select option “F” and press Enter.
- Enter or scan the Frame SKU.
- Enter the quantity.
The frame information and pricing are shown on the form.
If you do not know the frame SKU, press Enter, and the frame UPC field displays.
If you need to search by description, press Enter through the frame UPC field, and description fields display. Use the ( * ) asterisk wild card, press Enter, and the system prompts 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 fills in the data.
When it finds frames based on the criteria, it will display the choices on the form.
- Make the selection and press Enter.
The frame SKU displays.
- Type the quantity and press Enter.
The frame gets added to the order.
- Continue the billing process as described previously in this document.
Miscellaneous Billing
- Select Option code “M” and press Enter.
- Enter the quantity.
- Enter the description.
- Enter the price.
- Continue the billing process as described previously in this document.
Option Table Entries
- Select Option code “O” and press Enter.
- Enter the Quantity.
- Enter the Option Code or press enter to scroll through the available items.
- Press “Y” to select the displayed option or “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.
To view and download these instructions as a PDF file, click on the following document image.
View file name Stock Order Entry (Lenses, Frames, Miscellaneous Items, Parts).pdf height 250