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Table of Contents (on this page)
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Introduction
This option
will allowallows you to assign a price list to
a specifica specific account, group of accounts, or pricing package. Assigning price lists is required for Optifacts to know where to look to retrieve prices for each account as jobs are processed.
You can point any single account, group of accounts, or lite-up package to an individual price list or a group of price lists.
Price lists can be assigned Based uponIn addition, you can assign price lists based upon several variables. These variables include a particular lens style
,(Normal, Progressive, or Full-Field), a material edged or uncut, finished or semi-finished work dress or industrial thickness a manufacturer, color, diameter, specific aspheric lens type, or a multitude of combinations
Based on these.
Assigning price lists requires you to know
information regardinghow you want the prices in the list to behave
in relation towith other lists. We will begin with
alisting
ofthe separate fields within
an accounta price list assignment record. Then,
thenan overview
of addressingaddresses the types of price lists
,or how we want these lists to behave
in relation towith other lists. We will be covering each of these individually in the following sections.
Procedure
From the Optifacts main menu:
Type Select Option 3 - Editor Utilities and press enterEnter.
Type Select Option 4 - Pricing Database Editor and press enterEnter.
Type Select Option 2 - Account Price List Assignments and press enterEnter.
Add an entry:Entry
TypeSelect Option 1 - Add/Edit Account Price List Assignments and press
enterEnter.
- Follow the prompts at the bottom of the screen and enter the applicable data, as described in the following sections.
Overview of Assignment Prompts
Non-Editable Entries
The following entries of an account a price list assignment record are not editable once entered. If changes Therefore, if you need to be made make changes to these entries in any record, the entire record must be deleted and a new record created with the changes you need.
Account/ ~Package/-Group Number: - Enter the specific account number to assign this list to, or enter 0 (zero) for all accounts. Prefixing a number with a tilde (~) signifies the assignment will be related to a package of the same number. The package must exist before doing the price list assignments. Prefixing a number with a minus symbol (-) signifies the assignment will be is part of a group pricing.
Lens Style/Group Flag: - Enter- the lens style you wish to price from this list, either N for normal lenses , (SV, D28, 7X28, etc.), P for progressive lenses, or F for full-field lenses , (Aspheric lens types, FFSV, FFD28, etc.). You may also enter an asterisk, which would mean that you wish to assign the account number entered to a group. When entering the asterisk, the remaining fields will be fields get filled with an asterisk, and you will be get prompted for the group number to price fromuse.
Material Code : - Enter the material to price from this pricelist. Use the same code as entered in Order Entry. Alternatively, or you can enter *P for all plastic materials , (including high indexes and polycarbonate), enter *G for all glass materials, or enter an asterisk (*) for all materials to price from this list. Entering a specific material code will lock out any other material code from using this list. If multiple materials will use this list, you must use multiple assignments pointing to the same list, or if possible, use *P or *G.
Price Last Type Code : - Enter the type of price list you want. B means the Base list, O means Override list, and A means Add-on list.
Edged, Uncut, Both : - Enter U to price Uncut lenses only, E to price Edged lenses only, or * to price both edged and uncut from this list.
Finished, Semi-Finished, Both: - Enter F to price only Finished lenses (stock) from this list, S to price only Semi-Finished (need to grind) lenses, or * to price both finished and semi-Finished from this list.
Industrial, Dress, Both: - Enter T to I to price only Industrial thickness jobs, D to price only Dress thickness jobs, or * to price both dress and industrial thick thickness jobs from this list. In order for For this flag to work, you must use the ’I' I suffix must be used in the order entry lens style , (i.e., SVI, DI28, etc.). For example, simply running an SV or D28 lens and entering a thickness of 3.2 will NOT toggle this flag.
Editable Entries
The following entries of
an accounta price list assignment record
can be editedare editable once entered. If
changesyou need to
be mademake changes to these entries in any record,
simplyenter matching entries for the non-editable fields, and the program will display all matching entries allowing you to edit any you choose.
Manufacturer Code
:- Enter the manufacturer code you wish to price from this list or * to price all manufacturers
from this list. Manufacturer codes are the same as used in order entry.
Color Code
:- Enter the color code to price from this list or * to price all colors
from this list. Color codes are the same as used in order entry.
Diameter Range
:- Enter the diameter to price from this list or enter 1 to 99 to price all diameters
from this list.
Commercial Brand
:- Enter the applicable Commercial Brand name to
be priced from this listprice.
Lens Type Code
:- Enter the applicable lens type code to
be priced from this listprice.
Price
LastList Number
:- Enter the price list number to price from, or enter 0 (zero) to create a work ticket-only assignment.
Price List Types
Base Price List
ThisThe Base list is the first set of prices that Optifacts will use and is required for any pricing
to occur. It should contain all prices that exist for
whateverany material for which the list contains prices
for. Edging Charges, Power Over Standard, Tint, etc., are some examples of prices that
could be included ina Base list could include. Even though Optifacts may be getting some prices from an Override or Add-on price list, it will still fall back to the Base list and pick up any other charges
that werenot covered on the Override list. Think of the Base list as just that, the base for all prices.
Add-on Price List
The next price list that could
beget used is
going to bean Add-on list. This price list contains prices that
willget added to any price on the Base list that resides in the same location as the price list. (i.e., the Solid Tint charge on the Base list is $5.00, and the Solid Tint charge on the Add-on list is $2.00. The price charged will be $7.00) An Add-on list is a filter that
will beis applied or laid over the Base list.
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Note that you can place a minus (-) |
value into an Add-on list, and that amount would |
get subtracted. Thus, in the example above, the resultant tint price charged would have been $3.00 if the Add-on List price contained a value of -2.00 in the Solid Tint field. |
Add-on lists are
usefulhelpful if you have a few accounts with pricing exceptions
that areadded
onto, or deducted from, your Base list. Add-on lists can also benefit special pricing for special promotions.
A goodAn excellent example of this would be a lab running a special promotion on AR coating. Rather than change prices in the Base list for the promotional period
,and then
have tochange them back to normal when the period is over, use an Add-on list
could be madeand place the amount to deduct
placedin the AR COAT field. This price list is then assigned as an Add-on list to the normal prices for the promotional period
,and removed from the price list assignments when the promotion is over.
Override Price List
Another price list type, and probably the most powerful, is the Override price list. An Override list is a filter that lies over the top of the Base list and the Add-on list, replacing any overlapping prices with the prices in the Override list.
The Override List is powerful
in the sense that it has the ability tobecause it can force entries to zero or replace entries with a different dollar value.
ItFor example, it is possible to bring an entry to $0 with an Add-on list, but you would have to enter the exact negative dollar value to do so. With an Override list, entering -999.00 will bring the value to zero regardless of
whatthe price
ison the Base list.
Entering a value to charge, as opposed toAs opposed to adding or subtracting, entering a value to
add or subtractcharge may make
thea list easier to maintain and read from the operator’s viewpoint.
Using the pricing example from the Add-on list, a Solid Tint charge of $5.00 on a Base list, a Solid Tint charge of $2.00 on an Override list would result in an invoice charge of $2.00
being charged.
Progressive and full-field (aspheric) lenses are commonly priced as Override lists.
In the case whereIf there are no price list assignments for a lens type of P, then progressive pricing will occur from the progressive column in the normal type of price list. Since all progressives
wouldprice from this column,
it isyou will most likely
that you willcreate a progressive type price list and assign that list as an override, thus overriding any overlapping charges from the normal type price list. Full-field lenses
are handledget handled in the same fashion. If there is no price list assignment for a lens type of F, then full-field lenses will price from the Base list with a list type of N. The FF prefix
isgets dropped, and pricing
is donedone from the respective lens column
,(i.e., FFD28 will price from D28, FFSV will price from SV, etc.). By placing full-field specific prices into a separate list
,and assigning that list as an Override list of lens type F,
thenyour full field lens
will getgets all related prices from the new list
,and
commoneveryday prices from the Base list.
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Remember that entry of 0.00 in an Add-on or Override list |
does not affect pricing at all. Only with an entry of -999.00 on the Override list can a value be forced to $0.00. |
Examples:
The screenshots in the following
screenshotssections are just a few examples of the various ways to assign price lists through an account, package, or all accounts.
Assignments
Assigning a Generic Base List
The diagram below shows a base list assignment for all plastic materials for all accounts to price list number 1000. An assignment to an actual account number will take precedence over an
assignment foraccount zero (0) assignment.
The following example
will priceprices both edged and uncut jobs in any plastic material
,finished and semi-finished lenses, dress or industrial thickness from any manufacturer and in any color or diameter.
It willHowever, it will not price any glass jobs.
Assigning a Package Base List
The diagram below shows the price list number 242
isassigned as a package. When assigning price lists to packages, you must enter the
grouppackage number with a preceding tilde symbol (~). This symbol is a flag to Optifacts that the number will reference a package from the lite-ups. When a price list
isgets assigned as a package list, it is available to all accounts
,but active only when the accompanying package lite-up
isgets toggled on in the billing options screen of order entry.
The following example
will priceprices only edged polycarbonate jobs, either finished or semi-finished lenses, only if industrial thickness,
fromany manufacturer,
andcolor, or any diameter. It will not price any material other than polycarbonate,
anyuncut, or
anydress thickness jobs run with
the T flagthe D flag. (i.e. SV or D28). It will only price jobs using the lens style’s industrial flag (I)
in the lens style(i.e., SVI or DI28).
Assigning a Group Base List
The diagram below shows the price list 1000
beingassigned with group #1000. When assigning price lists to groups, you must enter the group number with a preceding minus symbol (-). This symbol is a flag to Optifacts that the number will be a group. When an account is assigned to price from a group, it will only follow the
pricelist assignments for that group number or
forits account number. It will not follow any assignments for account 0 or to another group.
The following example
will priceprices any plastic edged jobs, either finished or semi-finished lenses, only if dress thickness, from any manufacturer, and color, any diameter. It will not price any glass materials,
anyuncut, or
anyindustrial thickness jobs run with the ’I’ flag. (I.e., SVI or DI28).
Assigning a Specific Base List
The diagram below shows account 12345
isassigned to a specific list #85. This type of assignment will take precedence over any matching assignments done for account 0.
IfIn addition, if the account number
isgets assigned to a group, then this assignment takes precedence over any group assignments that match.
The following example
will priceprices only uncut plastic
uncutjobs, only semi-finished lenses, only if industrial thickness, only from manufacturer ES (Essilor), any color, any diameter. It will not price any material other than material code P (Plastic), any edged jobs,
anydress thickness jobs, or any manufacturer
other than Essilor.
Assigning an Account to a Group
The diagram below following example shows account 12345 is assigned to a price from within-group #1000. This account will only price from within this group or from an assignment to the actual account number.
This assignment only places an account into a group. Assigning price lists to the group must still be done
in orderfor this account to price correctly.
Edit Price List Assignments
From the Optifacts main menu:
Type Select Option 3 - Editor Utilities and press enterEnter.
Type Select Option 4 - Pricing Database Editor and press enterEnter.
Type Select Option 2 - Account Price List Assignments and press enterEnter.
To Edit an entry:
TypeSelect Option 1 - Add/Edit Account Price List Assignments and press
enterEnter.
The diagram example below shows a general assignment for full-field (aspheric) Essilor lenses to price from list #104.
The box around the upper portion of the diagram shows the entries of a price list assignment that cannot be editedthat you cannot edit. If there is you need to edit an entry in this section that you need to edit, first, you must delete the assignment and re-enter a new assignment with your desired values.
The box around the lower portion of the diagram shows the entries that you can be edited edit for an assignment. Notice that the lowest portion of the screen states 2 two entries exist and is prompting prompts the user to add or edit an entry.
- To add an entry, type A and press enterpress “A” and Enter.
- If Add you choose to add an entry is chosen, the cursor will be gets placed at Manufacturer Code, and you can then fill in the lower section with new entries.
- To Edit edit an entry, type E and press enterpress “E” and Enter.
- If Edit entry is chosenyou choose to edit an entry, the editor will scroll scrolls through all matching entries, prompting at each one if you wish to edit the entryeach field. A response of No will scroll “No” scrolls to the next entry; a response of Yes, will place “Yes,” places the cursor at Manufacturer Code and allow allows you to edit the current entry.
Delete Price List Assignments
From the Optifacts main menu:
Type Select Option 3 - Editor Utilities and press enterEnter.
Type Select Option 4 - Pricing Database Editor and press enterEnter.
Type Select Option 2 - Account Price List Assignments and press enterEnter.
To Delete an entry:
TypeSelect Option 2 -Delete Account Price List Assignments and press
enterEnter.
This option allows you to permanently remove a price list assignment permanently from the database. You will be get prompted to fill in an Account Price List Assignment screenthe fields, and any matching entries will appear on your screen, with the program prompting you if you wish to delete the entry. You must
respond yes “Yes” to delete the assignment.
Since you must fill in the assignment fields exactly to find the correct price list assignment, it is recommended we recommend that you first print a listing of the Account Price List Assignments to assist you with finding the correct list to be deleted. Again, all entries must be entered exactly in order you must enter all fields exactly to delete an
assignment.
Would you like to Delete this one (Y/N)?
- Type Y Press “Y” to delete the entry.
- Type N Press “N” to view the next entry.
Press Escape to exit.
To view and download these instructions as a PDF file, click on the following document image.
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