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Introduction

This document provides instructions for adding, editing, deleting, and managing your pricing options. (lite-ups)

Procedure

Lite-up Options Report

We recommend running the Lite-up Options report from the Optifacts menu 5-4-4 to print a list of existing lite-ups. Then, you can review the report to see if the lite-up you are adding already exists. You can also decide what number to use and the placement of the new entry. Once you have the information, you can proceed to set up your lite-ups.

Add/Edit Lite-up Options

This option will allow you to add new or edit existing, lite-up options on the Billing Options screen. First, you get prompted to specify if the lite-up option is for glass, plastic, or both materials. You may enter G, P, or *. Then, you get prompted for the lite-up number, or optionally you can enter 0 (zero) as the lite-up number and be prompted for the lite-up name. If a match is found, it gets displayed on the screen, and you get prompted to edit the entry. If no match is found, you begin adding a new lite-up option. It is possible to have separate lite-ups for glass and plastic sharing the same lite-up number since only one of them needs to be displayed at a time. In such a situation, you cannot use automatic and dependent lite-ups in conjunction with these lite-up numbers.

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 4 - Pricing Database Editor and press Enter.

Select Option 4 – Lite-up Options and press Enter.

Select Option 1 – Add/Edit Lite-up Options and press Enter.

The Lite-up Options window displays.

Edit an Existing Lite-up

If you are editing an existing lite-up, you will see the following message at the bottom of the screen.

• Press “Y” to edit.
• Press “N” to exit.

Adding a New Lite-up

If you are adding a new entry, you will see a message on the top right side of the screen.

Follow the directions as described below.

Lite-up Option Fields

If adding or editing, you get prompted for all of the following:

Valid for Glass, Plastic, Both - A prompt to specify if the lite-up is valid for glass, plastic, or * (both) materials will display. The lite-up will display in the Pricing Options screen within Order Entry only when the material of the RX is of the material type specified in this option. It is possible to have separate lite-ups for glass and plastic sharing the same lite-up number since only one of them needs to be displayed at a time. In such a situation, you cannot use automatic and dependent lite-ups in conjunction with these lite-up numbers.

• Enter G (glass), P (plastic) or * (both).

Lite-up Number - This option appears only if a lite-up number is specified.

• At the prompt for lite-up Number, enter the number to be used. This is the lite-up number that will display in the Pricing Options screen within Order Entry.
• The lite-up number appears only if specified. Numbers 1-20 are in column 1, numbers 21-30 are in column 2 – numbers 41-60 are in column 3 and so forth up to number 320 if 4 pages of lite-ups are displayed or up to number 480 if 6 pages of lit-ups are displayed, etc. Otherwise, the name typed will display in the lite-up name field. A notification will display if any conflicting lite-up numbers.

Lite-up Name - Optionally, a 0 (zero) or pressing the space bar in the lite-up number field prompts for the lite-up name. If a match is found, it is displayed on the screen, and a prompt to verify editing of the lite-up will display. If no match is found, begin adding the new lite-up option. Enter the lite-up name. There is a limitation of is 15 characters in length. This name displays in the Pricing Options screen within Order Entry and prints on the invoice.

The following is an example using a specified lite-up number.

• Enter the name in the lite-up field and enter all the fields described in this document.

The following is an example using a Lite-up name.

• Enter a 0 (zero) or press the space bar, and the field opens up for data entry.

• Enter the name of the lite-up.
• Continue to enter the rest of the fields as described in this document.

DISPLAY OPTION IN COLUMN - This option 0 was specified for the lite-up number to add or edit based upon the lite-up name. This is row number 1-20, where the lite-up will appear. A notification will display any conflicting row and column locations.

• Enter the number (1-20).

DISPLAY OPTION IN ROW - This option gets used if 0 was specified for the lite-up number to add or edit based upon the lite-up name. This is column number 1-16, where the lite-up will appear. A notification will display any conflicting row and column locations.

• Enter the number (1-16).

OPTION IS DISABLED - Use this option to disable a lite-up from being active rather than deleting the lite-up. The lite-up still exists but will not be visible for operators to use.

• Press “Y” (yes) to disable or “N” (no) to enable.

ITEMIZE UNDER - This is the itemization category to group the lite-up. Any charges stemming from this lite-up will be grouped into an invoice master category if defined here. Optionally, if no itemization is required, entering a – (minus sign) will result in the charges grouped to a numerical category on the invoice.

• Enter the itemization category.

FLAT PRICE OVERRIDE TEXT/~PACKAGE - This field defines the invoice category to override. Use a package number prefixed with a tilde (~) to point this lite-up to a package or enter a (-) minus sign if not overriding any categories or not pointing to a package. If assigning this lite up to a package, the package assignments must exist before assigning this lite-up.

• Enter a tilde (~), a – (minus sign), or the invoice category.

PRINT TEXT ONLY ON THE INVOICE - This field defines where the lite-up name will print on the invoice.

• Press “Y” and Enter to assign the lite-up as a comment only. No pricing will occur.
• Press “N” and Enter to result in this lite-up appearing in the price list under lite-ups, where a price gets assigned to it.

PRINT TEXT IN INVOICE BOX: This field defines where the lite-up name will print on the invoice.

• Enter one of the options below. Be sure to use upper case letters, or it will not print correctly on the invoice.
  • N - Do not print the lite-up text on the invoice
  • I -  Print the lite-up in the Instructions box
  • E - Print in the Edge box
  • T - Print in the Tints box
  • S - Print in the Specials box

PRICE PER PAIR, LENS, JOB, R/L: This field defines how to price the lite-up.

• Enter one of the options below.
  • P - Price per Pair (Price gets divided in half for half pairs)
  • L - Price per Lens (Price gets doubled for pairs)
  • J - Price per Job (Price remains constant regardless of half or complete pair)
  • 0 (zero) - Apply a complete price for the right lens only.
  • 1 (one) - Apply a complete price for the left lens only

PROMPT FOR HAND PRICE: This option will prompt the order entry operator to enter a price for this item.

• Press “Y” and Enter to prompt the operator.
• Press “N” and Enter to have the program retrieve the price from the price list.

EDGED, UNCUT, BOTH:  This field defines the job type. If the criteria do not match, the lite-up will not appear on the pricing options screen for the entered job type.

• Enter one of the options below.
  • U - Available only to Uncut Rx
  • E - Available only to Edged Rx
  • * (asterisk) - Available to all Rx

INDUSTRIAL, DRESS, BOTH: This field defines the edge thickness. :  If the criteria do not match, then the lite-up will not appear on the pricing options screen for the job type entered.

• Enter one of the options below.
  • I -  Available only to Industrial thickness Rx (Use the “I” suffix to define the lens style in order entry (SVI, DI28, PI, etc.)
  • D - Have this option available only to Dress thickness Rx (Do NOT use the “I” suffix in the lens style field in order entry (SV, D28 P, etc.).
  • * (asterisk) - Available to all Rx

HELP TEXT TO PRINT ON SCREEN: This field is optional. If this field contains anything, and the PRINT TEXT ONLY ON INVOICE flag gets set to N, then the contents of this field will display on the user screen of the price list editor when the cursor is on the corresponding row. This field is commonly used for hints, tips, comments, or an in-depth description to remind what the lite-up is for.

Once complete, you get asked to confirm your entries.

Are the entries correct (Y? N)?

• Press “Y” if correct.
• Press “N” to edit the entry.

Delete Lite-up Options

This menu item will allow you to delete a lite-up option from the database permanently. The only way to restore a deleted option is to reenter the option as a new lite-up with the Add/Edit menu option. Next, you get prompted to specify if the lite-up option is for glass, plastic, or both materials. You may enter G, P, or *.

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 4 - Pricing Database Editor and press Enter.

Select Option 4 – Lite-up Options and press Enter.

Select Option 2 – Delete Lite-up Options and press Enter.

The Delete Lite-up Options window displays.

• Enter G (glass), P (plastic) or * (both).
• Enter the lite-up number or name (as described in the Add/Edit section above).

You get prompted to confirm: Would you like to delete this one (Y/N)?

• Press “Y” to delete.
• Press “N” to abort the action.

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