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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.

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 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.
  • 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.

  • 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 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.

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.

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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Did you know?...
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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