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Table of Contents (on this page)

Introduction

This document provides instructions for entering a Stock Order for items such as Stock Lenses, Frames and Miscellaneous items. There are several steps to entering a stock order.

Procedure

From the Optifacts main menu:

Type 6 – Stock Pricing and press enter.

The Invoicing Information screen displays.

Invoicing Information

Type the Account Number and press enter.

Note: If the account number is unknown, type the first few letters of the account name to display a list of accounts.

The Invoice Number is automatically assigned by Optifacts.

Type the Patient Name and press enter.
Type the Purchase Order No. and press enter. (Optional)
Type Y to continue or N to edit the information.

Type the Tray Number and press enter if not automatically assigned by Optifacts.
Type the Date needed and press enter. (Optional)
Type the Time needed and press enter. (Optional)
Type the Tray Notes and press enter. (Optional)
Type the Material Code to Post Invoice by and press enter.

Note: Pressing (?) in this field will display a list of options.

Select the applicable material code and press enter.

Billing Options

The Billing options display.

Select any applicable billing options.

To apply postage, type 2 and press enter. A field will display allowing entry of the Handling Cost amount.

To apply a special discount, type 3 to apply a percentage or 4 to apply a dollar value. A field will display allowing entry of the amount.

To flag the order as Net, type 5 and press enter.

CAUTION:

*** Before using the Net Invoicing option, review your lab's policy on netting stock orders. When highlighted, Net Invoicing prevents a further volume discount (for prompt payment) from being applied to this invoice at the end of the month. ***

To view pricing debug, type 6 and press enter.
To add a Mail to Patient address, type 7 and press enter.
To suppress the pricing on the invoice, type 8 and press enter.
To suppress the pricing on the 2nd copy of the invoice, type 9 and press enter.
To print a duplicate invoice, type 10 and press enter to continue.
When all applicable selections have been made, press enter to continue.

The item details screen will display.

Item Details

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

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

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

Stock Lenses by Description

Select Option code L and press enter to display the following window.
Enter all details of the lens.

Note: When entering a lens by description, the value for one lens is .5 and 1.00 for a pair.

Enter the price and cost if not populated automatically.

Note: When entering a lens order by description, the price and cost must be entered in pair pricing.

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

Note: If the customer profile is set to non-taxable, the order will not be charged tax. The operator does not need to answer Y or N to the tax questions.

Enter the SKU number is available.

Note: If Optifacts finds a SKU number for the manually entered lens information, it will populate the SKU field.

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

Are these entries correct <y/n>?

Answer Y if correct or N to return to the form.

The selected billing options will be shown on the form and calculated into the final price.

Press any key to continue.

Press enter to complete the order.

Stock Lenses by SKU

Select Option code I and press Enter.
The cursor will jump to the quantity field.
Type the SKU number and press enter or scan the SKU number.

Note: When entering a lens order by SKU, the value for one lens is 1.

The lens information and pricing will be populated automatically based on the price list.

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

Are these entries correct <y/n>?

Type Y to accept or N to return to the form.

Any discounts or handling charges will be shown on the form.

Press any key to continue.

Press enter to complete the billing.

Frame Billing

Select Option code F and press enter.
Type the Frame SKU and press enter or scan the frame SKU.

Type the Quantity and press Enter.

The frame information and pricing will be shown on the form.

If you do not know the frame SKU press enter and the frame UPC code field will display.

If you need to search by description, press enter through the frame UPC code and description fields will display. Use the ( * ) asterisk wild card, press enter and the system will prompt you to make choices based on what is in the system. If there is more than one option available, you will have to select a choice. If only one option exists, then the system will just fill in the data.