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Introduction
This document provides instructions for setting up and maintaining prices and quantity breaks for contact lenses in the stock-pricing module.
Procedure
Use the menu options below to maintain prices and quantity breaks for contact lenses in the stock pricing module.
The options available may be used to add, edit or delete contact lens manufacturers, contact lens names, selling price, cost, and tax information for contact lenses.
Quantity breaks may be set up to determine when to prices lenses from the next tier price. The account material configuration editor can also be used to set individual accounts to price from selected tiers.
Add/Edit Contact Lens
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 4 – Pricing Database Editor and press enter.
Type 11 – Stock Contact Lens Prices and press enter.
Type 1 - Add/Edit Contact Lens and press enter.
The Add/Edit Contact Lens menu displays.
- Fill in the manufacturer and lens name and press enter to display additional fields.
Prompts are displayed for the information shown in the diagram above when adding or editing contact lens entries. The manufacturer and lens Name cannot be edited in existing entries, although all remaining fields can be altered.
Optifacts will use the values in the manufacturer and name locations shown to query the database for any matches. If matches are found, you will be prompted to edit the entry.
- Responding ‘Yes’ will begin editing at the A Price prompt.
- Responding ‘No’ will skip the current entry and display the next entry. If no further entries exist, you will be prompted again for the CL Manufacturer code.
The bottom of the screen will always display hints about what to enter in the current field as well as any special function or editing keys.
The following is a list of the various fields for each record in the contact lens database.
CL Manufacturer: Enter the code or name to define the contact lens manufacturer.
Contact Lens Name: Enter the name of the contact lens for this record.
A Price: Enter the price to charge for this entry on tier 1, or A. Quantity breaks are determined with the add/edit quantities menu option in the contact lens options menu. This field is also the price charged if not using quantity discounts.
B Price: Enter the price to charge for this entry on tier 2, or B. Optionally, this field may be left blank if not utilizing the quantity discount feature.
C Price: Enter the price to charge for this entry on tier 3, or C. Optionally, this field may be left blank if not utilizing the quantity discount feature.
D Price: Enter the price to charge for this entry on tier 4, or D. Optionally, this field may be left blank if not utilizing the quantity discount feature.
A Cost: Optional - Enter the cost for this lens in the quantity break A or tier 1. If requested, Optifacts can be customized to print the cost along with the price on the stock invoice.
B Cost: Optional - Enter the cost for this lens in the quantity break B or tier 2.
C Cost: Optional - Enter the cost for this lens in the quantity break C or tier 3.
D Cost: Optional - Enter the cost for this lens in the quantity break D or tier 4.
Inv Discountable: Enter Y for Yes or N for No to determine if this entry will be a discountable item on the invoice.
Fedrl Taxable: Enter a Y for Yes or N for No to determine if the entry will be eligible for federal tax.
State Taxable: Enter a Y for Yes or N for No to determine if the entry will be eligible for state tax.
Local Taxable: Enter a Y for Yes or N for No to determine if the entry will be eligible for local tax.
Delete Contact Lens
Use this option to permanently delete one or more contact lens entries from stock pricing.
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 4 – Pricing Database Editor and press enter.
Type 11 – Stock Contact Lens Prices and press enter.
Type 2 – Delete Contact Lens and press enter.
The Delete Contact Lens screen displays.
Enter the manufacturer and name information and press enter.
The database is searched for any matching entries.
- If unsure of the exact entry, use asterisks (*) in the CL Manufacturer and Contact Lens Name fields.
- Respond ‘Y’ for Yes to delete the entry.
- Respond ‘N’ for No to keep the current entry and skip to the next entry.
- Press the Escape key at any time to abort or exit the Delete Contact Lens function and return to the Contact Lens Options menu.
Add/Edit Quantities
This editor allows the alteration of the quantity break for contact lens purchases. The system will prompt through four screens similar to the diagram above. Enter the start and end quantities to price from a given field.
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 4 – Pricing Database Editor and press enter.
Type 3 - Add/Edit Quantities and press enter.
The Edit Contact Lens Quantities screen displays.
In the example above, up to and including ten pairs will price from tier 1, or Price A field of the Contact Lens entry. The system will also prompt for the B, C and D quantity breaks. Remember to set the Quantity End for quantity break D to 9999 to ensure all quantities entered will have a quantity break.
- Press the Escape key at any time to abort or exit the Delete Contact Lens function and return to the Contact Lens Options menu.
