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Introduction:
This document provides instructions for billing Stock Lenses, Frames and Miscellaneous items.
Procedure:
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 │
└──────────────────────────────────────────────────────────────────────────────┘
- 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.
- 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.
- 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.
- 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.....
