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Introduction

This document provides instructions for setting up the Commercial Branding Tool (CBT) function allowing the ability to use a branded name to produce a digital lens.

Procedure

Required Job Data Definition

The following Job Data Definition must be setup before proceeding.

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 6 – Configuration Editor and press enter.

Type 7 – Edit Job Data Definitions and press enter.

The Prompt Configuration for Miscellaneous Job Related Data window displays.

Enter all the data as shown in the example below pressing enter past each field.
Press escape to save the data
Type E to exit the screen.

Now you may proceed to setup the CBT screens:

From the Optifacts main menu:

Type 3 - Editor Utilities and press enter.

Type 14 - Commercial Brand Editor and press enter.

The Commercial Branding (CBT) Menu displays.

Step 1: Create the CBT name.

Type 1 - CBT Master Editor and press enter.

The Commercial Brand Master Editor window displays.

Type A to add a new record.

Note: An entry in this table is required for every CBT lens.

Type the CBT name and press enter. This describes the lens name or design.
Type the CBT family and press enter. This describes the family name where familiar lenses can be grouped together.
Comments may be added if desired.
Type the calculation engine if applicable and press enter.
Press Escape to save the data.
Type E to exit.

Examples: Notice in the following two diagrams, that two lens designs are using the same family.

Step 2: Setup the Order Entry Parameters.

From the Commercial Branding (CBT) Menu:

Type 2 - CBT Order Entry Editor and press enter.

The Commercial Branding Order Entry Control Editor displays.

Type A to add a new record.
Type the Commercial Brand Name and press enter.

The Commercial Brand Name must be an exact match to the name created in the CBT Master Editor.

Enter all the other required fields.

If a field is left blank, it will look at all codes described by the field name.

Along with the Commercial Brand Name, some of the usual fields that are completed are Lens Type Code, Lens Color/Coat Coat and Lents Material Code.

Press Escape to save the data.
Type E to Exit.

Example: Notice that in the following diagram, there are 44 rows for the one design name. That is because each material and color available for that lens design has its own entry. If you entered this particular lens design and left the material and/or color fields blank, then all materials and/or colors in the database would show up in order entry causing issues if the material and/or color does not really exist. By narrowing down the materials and/or colors, then the order entry operators would only be able to select those specified in this table. Something to remember in this case is that every time a new material and/or color becomes available, it would need to be added.

Step 3: Setup any required Job Data Triggers.

The field names must be defined in the Job Data Definition Table (Menu 3-6-7). Refer to the Job Data Definitions and Triggers section from the User Documentation Index for details on setting up definitions and triggers..

Order Entry will be prompted to enter the required job data.

From the Commercial Branding (CBT) Menu:

Type 3 - CBT Job Data Fields Editor and press enter.

The Commercial Branding Job Data Triggers window displays.

Type A to add new record.
Type the Commercial Brand Name.

The Commercial Brand Name must be an exact match to the name created in the CBT Master Editor.

Enter all the other required fields.
Press Escape to save the data.
Type E to Exit.

Examples: Notice that in the first diagram that the entry is specific to material TLT, but the second diagram is applicable to the same lens design for all materials. (Material code field is blank).

Here are a few more examples of job data triggers. There are various CBT Job Data Triggers. This document may not contain the full list of available options. Please contact Optifacts Support as others may be needed.

Step 4: Setup any required field validations

Field validations are used to define restrictions for the specified lens design, materials and/or colors.

From the Commercial Branding (CBT) Menu:

Type 4 - CBT Field Validation Editor and press enter.

The Commercial Branding Field Validation Editor window displays.

Type A to add a new record.
Type the Commercial Brand Name.

The Commercial Brand Name must be exact match to the entry in the CBT Master Editor.

Enter all the other required fields.
Press Escape to save the data.
Type E to Exit.

Examples: Notice that in the first diagram there is a sphere power restriction of -10.00 to 6.00 for type VXY material P, but in the second diagram the sphere power restriction is -12.00 to 8.00 for the same lens type VXY with material TL.

Step 5: Setup any required invoice mapping.

Invoice mapping is used to define how certain fields should be represented on the printed invoice.

From the Commercial Branding (CBT) Menu:

Type 5 - CBT Invoice Mapping Editor and press enter.

The Invoice Commercial Branding Editor window displays.

Type A to add a new record.
Type the Priority Number and press enter.

The priority number represents the hierarchy in which the system will look at matching records.

Type the Account Number (0 zero to represent all accounts) and press enter.
Type the Commercial Brand Name.

The Commercial Brand Name must be exact to the entry in the CBT Master Editor.

Enter all the other required fields.

Data on the left side (incoming fields) represents what is entered and data on the right side (Invoice representation) indicates what will be printed on the invoice.