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Introduction:

This document provides instructions for billing Stock Lenses, Frames and Miscellaneous items.

Procedure:


Coming soon:








From the Optifacts main menu:

Type 6 – Stock Pricing and press enter.

The Invoicing Information screen displays.

  • 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.

The Billing options display.

  • Select the billing options to be applied to the order.

  • 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.
  • To view pricing debug, type 6 and press enter.
  • Type 7 and press enter to continue.


  • Type the Stock Option code and press enter. Type (?) to display a list of options.
    • Follow the on screen prompts to continue the order.

    ┌────────────────────────────────────────────────────────┐                  
    │                                                        │                  
┌───│     VALID STOCK OPTION INPUTS                          │─────────────────┐
│Sto│                                                        │/    Price/      │
│Opt│     L = Stock Lens By Description                      │     Line        │
│---│     I = Stock Lens By Sku Number                       │---  --------    │
│ ? │     C = Contact Lens                                   │                 │
│---│     F = Frame                                          │---  --------    │
│---│     FH = Frame Half                                    │---  --------    │
│---│     FT = Frame Temple                                  │---  --------    │
│---│     FF = Frame Fronts                                  │---  --------    │
│---│     M = Miscellaneous, Tax Misc                        │---  --------    │
│---│     MA = Miscellaneous, Tax A                          │---  --------    │
│---│     MB = Miscellaneous, Tax B                          │---  --------    │
│---│     O = Option Table, Tax Misc                         │---  --------    │
│---│     OA = Option Table, Tax Misc A                      │---  --------    │
│---│     OB = Option Table, Tax Misc B                      │---  --------    │
│---│     T = Text Line                                      │---  --------    │
│---│     TT = Many Text Lines                               │---  --------    │
│---│     Q = Quit                     PQ = Promo Override   │---  --------    │
│   │     CTRL/E = Edit line                                 │                 │
│   │  Hit key to continue                                   │                 │
└───└────────────────────────────────────────────────────────┘─────────────────┘


 

Some examples of different types of Stock Orders will follow on the next pages.

 

 

 

 

 

 

  1. Stock Lenses by Description:
    • Select Option code L and press Enter to display the following window.

│┌──────────────────────────────────────────────────────────────────────────┐  │
││                                                                          │  │
││     Mat Style Diameter Color  Sphere Cylinder  Quantity  Price  Cost     │  │
││     --- ----- -------- -----  ------ --------  --------  -----  ----     │  │
││     P    SV     70.0    W      -1      0.0       0.5     10    [5.   ]   │  │
││      No lens price found!                                                │  │
│└──────────────────────────────────────────────────────────────────────────┘  │


  • Fill in the applicable information pressing Enter past each field.

Note: When entering a lens order by description, the value for one lens is .5 and 1 for a pair. The price and cost must be entered in pair pricing.

  • Respond to the tax and discount questions, pressing Enter past each field.
  • If a SKU is found for the lens, Optifacts will display the SKU number. Press Enter.
  • Continue with more entries or press Q to quit when complete.

 

  1. Stock Lenses by SKU:
    • Select Option code I and press Enter.
    • The cursor will jump to the quantity field.

Note: When entering a lens order by SKU, the value for one lens is 1.  The lens and pricing information will display.

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

┌──────────────────────────────────────────────────────────────────────────────┐
│Stock                                                   Price/    Price/      │
│Option   Quantity     Description                       Item      Line        │
│------   --------     -------------------------------   --------  --------    │
│ 1           1.0      0100444421 -1.00 +0.00 W SVST       41.250     41.25    │
│[I  ]                                                                         │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│                                                                              │
│  Press '?' for help                               Invoice Total =    41.25   │
└──────────────────────────────────────────────────────────────────────────────┘



  1. Miscellaneous Billing:
    • Select Option code M and press Enter.
    • Type the quantity and press Enter.
    • Type the description and press Enter.
    • Type the price and press Enter.
    • Respond to the tax and discount questions, pressing Enter past each.

┌──────────────────────────────────────────────────────────────────────────────┐
│Stock                                                   Price/    Price/      │
│Option   Quantity     Description                       Item      Line        │
│------   --------     -------------------------------   --------  --------    │
│ M           1.0      TEST MISCELLANEOUS BILLING          10.000     10.00    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│  Is this item Fed taxable?  . . . . .[Y]                                     │
│                                                                              │
└──────────────────────────────────────────────────────────────────────────────┘
                                                                                
                     Control R -> Return to BILLING OPTIONS                     


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


  1. Frame Billing:
    • Select Option code F and press Enter.
    • Type the Frame SKU and press Enter.
    • Type the Quantity and press Enter.
    • Respond to the tax and discount questions, pressing Enter past each.

┌──────────────────────────────────────────────────────────────────────────────┐
│Stock                                                   Price/    Price/      │
│Option   Quantity     Description                       Item      Line        │
│------   --------     -------------------------------   --------  --------    │
│ 1           1.0      1226,ALTAIR EYEWEAR,                50.000     50.00    │
│ 2                    52.0:21.0 135.0 LIGHT BRONZE FL                         │
│[F  ]                                                                         │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│                                                                              │
│  Press '?' for help                               Invoice Total =    50.00   │
└──────────────────────────────────────────────────────────────────────────────┘


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


  1. Free Format Text entries:
    • Select Option code T and press Enter.

Note: Using the text option does not allow for any pricing to be applied.

┌──────────────────────────────────────────────────────────────────────────────┐
│Stock                                                   Price/    Price/      │
│Option   Quantity     Description                       Item      Line        │
│------   --------     -------------------------------   --------  --------    │
│ 1                    FREE FORMAT TEXT ENTRY                                  │
│[T  ]                                                                         │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│------   --------     -------------------------------   --------  --------    │
│                                                                              │
│  Press '?' for help                               Invoice Total =     0.00   │
└──────────────────────────────────────────────────────────────────────────────┘

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


  1. Option Table Entries:
    • Select Option code O and press Enter.
    • Type the Quantity and press Enter.
    • Type the Option Code or press Enter to scroll through the available items.
    • Type Y to select the displayed option or N to view more.

┌──────────────────────────────────────────────────────────────────────────────┐
│Stock                                                   Price/    Price/      │
│Option   Quantity     Description                       Item      Line        │
│------   --------     -------------------------------   --------  --------    │
│ O                                                                            │
│┌──────────────────────────────────────────────────────────────────────────┐  │
││                                                                          │  │
││                                                                          │  │
││                    CONSUMABLES/PARTS PRICING OPTIONS                     │  │
││                                                                          │  │
││                                                                          │  │
││     Option Code. . . . . . .  6-198                                      │  │
││     Option Description . . .  RED DYE                                    │  │
││     Consumable/Part Type . .  BPI                                        │  │
││                                                                          │  │
││     Unit . . .                                                           │  │
││     Unit Qty . . .             0.0                                       │  │
││                                                                          │  │
││     Press esc to return to Stock Option . . .                            │  │
││     More than one entry exist, is this the correct one (Y/N)?. .[Y]      │  │
└│                                                                          │──┘
 └──────────────────────────────────────────────────────────────────────────┘   

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


Coming Soon.....






























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Optifacts is now utilizing a help-desk ticket system to better serve your emailed support needs and have your requests assigned to a team member that can support you best.
Please consider emailing your support requests to support@optifacts.com rather than individual addresses for more efficient support.
You may also log in to your account at https://rxuniverse.atlassian.net/servicedesk/customer/portal/12 to submit your requests directly and see the status of any currently open tickets your lab may have.
If you are in need of immediate support, please call the support desk directly at (800)  678-4322 during business hours of 8 am to 5 pm CST/CDT, Monday through Friday.  

Optifacts, Inc.   Suite 100 - 18 Riverside Ave. S.   Sartell MN 56377

Phone: (800) 378-4322   Phone: (320) 258-3559   Fax: (320) 258-3880

Email: sales@olsssystems.com   Email: support@optifacts.com

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