Click here to view the Accounts Receivable menu.

Click here to view the complete Optifacts Page User Documentation Index.

Click here to Contact contact us.

Introduction

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

Procedure

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.

Image Removed

Image Added

• 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)

Image Removed

Image Added

• 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.

Image Removed

Image Added

Image Removed

Image Added

The Billing Information displays.

• Select any applicable billing options.

Image Removed

To apply a special discount, type 3

Image Added

• 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.

Image Removed

To apply postage, type 2 and press enter

Image Added

• 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.

Image Removed

To

Image Added

• 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.

Image Removed 

Image Removed

Image Added

• 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.

"

”

Image Removed

Image Added

• Enter the date of the original invoice.

Image Removed

Image Added

• Enter the price and cost if not populated automatically.

Note: Pricing is

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

Image Removed

Image Added

• 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.

Image Removed

Image Added

Image Removed

Image Added

Image Removed

Image Added

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.

Image Removed

Image Added

• 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

.Image Removed

• .

Image Added

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).

Image Added

• 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.

Info

Note:

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

Image Removed

Image Added

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

"DO

Warning
“DO NOT CHANGE THE WORD

"OPTIONS"Image Removed

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

Image Added

The Options Selector screen will displaydisplays.

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

Image Removed

Image Added

• 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.

Image Removed

Image Added

• Press enter Enter to continue.

Image Removed

Image Added

Stock

Lens Credit by SKU

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

Image Removed

Image Added

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

Note: A quantity of 1 = 1 lens not a pair.

Note
When entering a lens credit by SKU, the value for one lens is -1.0 and -2.0 for a pair. “The quantity must be entered as a negative value when issuing a credit memo.”

The SKU number field will be is displayed.

Image Removed

Type

Image Added

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 and press enter. Alternatively, you may scan the SKU number.

The pricing

will be

is populated based on the customer’s price list.

Image RemovedPrice/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.

Image Added

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

Image Added

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

 

Miscellaneous Credit

Click here to return to the top of the page.