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Introduction

This document provides instructions for entering Credit Memos for Stock LensLenses, Frames, and Miscellaneous items through the Stock Billing menuPricing.

Procedure

Coming Soon........

From the Optifacts main menu:

Type Select Option 6 – Stock Pricing and press enterEnter.

Note:

Info
Any credit you apply to an account through stock pricing

will go

goes toward current balances only.  To apply a credit to a past-due balance, you must use menu 1 - Accounts Receivable, 1 - Daily Routines, 1 - Add

a Transaction

Transactions.

The Invoicing Information screen displays.

• Type the Account Number and press enter.

Note:

Info
Any credit you apply to an account through stock pricing goes toward current balances only.  To apply a credit to a past-due balance, you must use menu 1 - Accounts Receivable, 1 - Daily Routines, 1 - Add Transactions.

• Enter the Account Number. If the account number is unknown, type the first few letters of the account name to display a list of accounts.
• The Optifacts automatically assigns the Invoice Number is automatically assigned by Optifacts.
• Type Enter the Patient Name and press enter.
• Type Enter the Purchase Order No. and press enter. (Optional)
• Type Y Press “Y” to continue or N “N” to edit the information.

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• Type Enter the Tray Number and press enter if not automatically assigned by Optifacts.
• Type Enter the Date needed and press enterNeeded. (Optional)Type
• Enter the Time needed and press enter. (Optional)
• Type Enter the Tray Notes and press enter. (Optional)

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• Type Enter the Material Code to Post Invoice by and press enter.

Note:

• By. Pressing (?) in the Material Code field

will display

• displays a list of options.

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The Billing Information displays.

• Select any applicable billing options.

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To apply a special discount, type 3

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• Select Option 3 – Spec Disc % to apply a percentage or 4 discount.
• Select Option 4 – Spec Disc $ to apply a dollar value.

A field will display allowing displays to allow the entry of the amount.

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To apply postage, type 2 and press enter

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• Select Option 2 – Handling to apply a postage or handling fee.

A field will display allowing displays to allow the entry of the Handling Cost amount.

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To

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• Select Option 5 – Net Invoicing to flag the order as Net , type 5 and press enter.
• To view pricing debug, type 6 and press enter.
• To (no further statement discount applies.)
• Select Option 6 – Pricing Debug to view pricing debug.
• Select Option 7 – Mail to Patient to add a Mail to Patient address, type 7 and press enter.To suppress
• the pricing Select Option 8 – Suppress Pricing to suppress the prices on the invoice (prices won’t print on the invoice, type 8 and press enter.To )
• Select Option 9 – Suppress Pricing 2^nd to suppress the pricing on the 2nd copy of the invoice (prices won’t print on the 2^nd copy of the invoice, type 9 and press enter.To )
• Select Option 10 – Duplicate Invoice, to print a duplicate invoice , type 10 and press enter to continueat mail out.
• When you have made all applicable selections have been made, press enter Enter to continue.

The item details screen will displaydisplays.

• Type Enter the Stock Option code and press enter. Type Press (?) and press enter to view a list of options.

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• Select the applicable stock option and follow the on-screen prompts to continue the order.

Lens Credit

Some examples of different types of Stock Orders are as follows:

Stock Lenses Credit by Description

• Select Option code L “L” and press Enter to display the following description entry window.
• Enter all details of the lens. 

Note:

Note
When entering a lens

order

credit by description, the value for one lens is - .5 and -1 for a pair.

"The

“The quantity must be entered as a negative value when issuing a credit memo.

"

”

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• Enter the date of the original invoice.

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• Enter the price and cost if not populated automatically.

Note: Pricing is

• Price and cost are per unit (quantity 0.5 = 1 lens)

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• Respond to the tax and discount questions, pressing Enter past each field.

Note:

• If the customer profile setup reflects that the account is

set to

• non-taxable for the item, the order

will not be charged

• won’t charge tax. The operator does not need to answer

Y

• “Y” or

N

• “N” to the tax questions.

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Note: This

The discount question in the following diagram is related to the month-end discount, not the special discount applied earlier in the credit.

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• Enter the SKU number is available.

Note:

• If Optifacts finds

a

• the SKU number for the manually entered lens information, it

will populate

• populates the SKU field

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• .

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Example of pricing for half a pair and full pair:

Info
The Price/Line does not include any special discounts, but the  Invoice Total includes the 10% discount).

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• Continue with more entries or press Q to quit when complete.

Are these entries correct? <y/n>?

• Respond with “Y” if correct
• Respond with y or n“N” to edit.

The following screen will displaydisplays.

• Type C Enter “C” to continue and press enter.

Note:

Info
Depending on lab parameters, you may be required to enter credit reasons.

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• Enter any applicable comments.
• Press Enter past the “Enter for Reason Options” OPTIONS field.

"DO

Warning
“DO NOT CHANGE THE WORD

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“OPTIONS” You may not see the Enter for Reason Options line if your lab does not use OPTIONS.

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The Options Selector screen will displaydisplays.

• Select the applicable appropriate credit reason option and press enterEnter.

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You may be prompted

• The system may prompt you to select additional credit reason options

. The system may be set up to cascade

• by cascading through various credit reason menus.
• Press Enter to print the invoice.

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• Press

enter

• Enter to continue.

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Stock

Lens Credit by SKU

• Select Option code “I” Inventory Lens and press E
• Enter the date of the original order if not already filled in.

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• Enter the quantity using a negative value to indicate that it is a credit.

The SKU number field is displayed.

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The Stock Options defaults to I (Inventory Lens), but the operator may change it. (Refer to the list of options described in the previous section.)

• Enter the SKU number. Alternatively, you may scan the SKU number.

The pricing is populated based on the customer’s price list. Price/Item and Price/Line populate automatically based on the Stock Price List and do not include any special discounts, but the Invoice Total would include any special discounts given.

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Example of credit for 1 lens and a pair of lenses:

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• Continue the stock credit process as described in the previous section.

Miscellaneous Credit

• Select the Stock Option Code (Example: “M” Miscellaneous) and press Enter.

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