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Introduction

This document provides instructions for adding, editing, deleting and managing your automatic lite-ups.

Procedure

Automatic Lite-up Options Report

It is recommended that you run the Lite-up Options report from Optifacts menu 5-4-5 to print a list of existing lite-ups.. 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 placement of the new entry. Once you have the information you can proceed to setup your lite-ups.

Add/Edit Lite-up Options

Using this option will allow you to add new, or edit existing, lite-up options on the Billing Options screen. You will be prompted specify if the lite-up option is for glass, plastic, or both materials, you may enter G, P, or *. You are then prompted for the lite-up number, or optionally you can enter 0 as the lite-up number and be prompted for the lite-up name. If a match is found, it is displayed on the screen and you are prompted if you wish 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 need be displayed at a time. In such a situation, automatic and dependent lite-ups cannot be used in conjunction with these lite-up numbers.

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 4 - Pricing Database Editor and press enter.

Type 4 – Lite-Up Options and press enter.

Type 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.

Type Y to edit.
Type 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.

Following the directions as described below.

Lite-up Option Fields

If adding or editing, you will be 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 need be displayed at a time. In such a situation, automatic and dependent lite-ups cannot be used in conjunction with these lite-up numbers.

Type G (glass), P (plastic) or * (both) and press enter.

LITE-UP NUMBER

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

At the prompt for Lite-Up Number, type the number to be used and press enter. 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 of any conflicting lite-up numbers.

LITE-UP NAME

Optionally, a 0 (zero) or pressing the space bar in the lite-up number field will prompt for the lite-up name. If a match is found, it is displayed on 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. Type the lite-up name and press enter. There is a limitation of is 15 characters in length. This name is what will be displayed in the Pricing Options screen within order entry and print on the invoice.

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

Enter the name in the Lite-up Name field and proceed to enter all the fields as described in this document.

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

Note: If you are adding by name, the system will assign a lite-up number automatically using the next available number in the system.

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

Type the name of the lite-up and press enter.
Continue to enter the rest of the fields as described in this document.

DISPLAY OPTION IN COLUMN

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

Type the number (1-20) and press enter.

DISPLAY OPTION IN ROW

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

Type the number (1-16) and press enter.

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.

Type Y (yes) to disable or N (no) to enable and press enter.

ITEMIZE UNDER

This is the itemization category to group the lite-up into. 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 being grouped to a numerical category on the invoice.

Type the itemization category and press enter.

FLAT PRICE OVERRIDE TEXT/~PACKAGE

This field defines the invoice category to override. A package number prefixed with a tilde (~) to point this lite-up 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.

Type a tilde (~), a – (minus sign) or the invoice category and press enter.

PRINT TEXT ONLY ON THE INVOICE

This field defines where the lite-up name will print on the invoice.

Type Y and press enter to assign the lite-up as a comment only. No pricing will occur.
Type N and press enter to result in this lite-up appearing in the price list under lite-ups where a price can then be assigned to it.

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

Type one of the options below and press enter.

N to not print the lite-up text on the invoice.
I to print the lite-up in the Instructions box.
E to print in the Edge box.
T to print in the Tints box.
S to print in the Specials box.

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

Type one of the options below and press enter.
- P to price per Pair (Price will be divided in half for half pairs).
- L to price per Lens (Price will be doubled for pairs).
- J to price per Job (Price remains constant regardless of half or complete pair).
- 0 (zero) to apply complete price right lens only.
- 1 (one) to apply complete price left lens only.

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

Type Y and press enter to prompt the operator.
Type N and press 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, then the lite-up will not appear on the pricing options screen for the job type entered.

Type one of the options below and press enter.
- U to have this option available only to Uncut Rx’s.
- E to have this option available only to Edged Rx’s.
- * (asterisk) to have this option available to all Rx’s.

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.

Type one of the options below and press enter.
- I to have this option available only to Industrial thickness Rx’s. (The “I” suffix is used to define the lens style in order entry (SVI, DI28, PI, etc.).
- D to have this option available only to Dress thickness Rx’s. (The “I” suffix is not used in the lens style field in order entry (SV, D28 P, etc.).
- * (asterisk) to have this option available to all Rx’s.

HELP TEXT TO PRINT ON SCREEN: This field is optional. If this field contains anything, and the PRINT TEXT ONLY ON INVOICE flag is 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 as a reminder to what the lite-up is for.

Once complete, you will be asked to confirm your entries.

Are the entries correct (Y?N) ?

Type Y if correct.
Type N to edit the entry.

Delete Lite-up Options

This menu item will allow you to permanently delete a lite-up option from the database. The only way to restore a deleted option is to reenter the option as a new lite-up with the Add/Edit menu option. You will be prompted to specify if the lite-up option to be deleted is for glass, plastic, or both materials, you may enter G, P, or ♦. (Hint: If you simply hit enter you are then prompted for the lite-up number, or optionally you can enter 0 as the lite-up number and be prompted for the lite-up name. If a match is found, it is displayed on the screen and you are prompted if it is the correct lite- up to be deleted. Only a response of Yes will delete the lite-up.