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Introduction

This document provides instructions for managing price lists using the Price List Editor.

Procedure

Add/Edit Price List

This option creates a new price list if one does not exist for the number you select. 

From the Optifacts main menu:              

Select Option 3 - Editor Utilities and press Enter.

Select Option 4 – Pricing Database Editor and press Enter.

Select Option 1 – Price Lists and press Enter.

Select Option 1 - Add/Edit Price List and press Enter.

First, you get prompted for the price list number to add or edit. You may choose a number from 1 through 32767.

• Enter the price list number.

Next, you get prompted for the price list type (N) Normal or (P) Progressive, the price list title, and the description. The title and description fields are for internal purposes only. Use the title and description to help you remember what types of prices are within the list and if the list is a base, add on, or override type of list.

• Enter the information, pressing Enter past each field.

If a price list exists for the specified number, you can edit the list’s title, description, and contents (prices). However, you cannot edit the price list type once created. Instead, you have to delete the list and recreate it to change the price list type if needed.

A Normal price list type allows you to assign prices to lens types of the normal variety, such as Single Vision and Multi-focal. In addition, there is a generic progressive column in the Normal list that all progressives price from unless you assign progressive lenses to price from a Progressive type of list. A price list with a type of Progressive allows you to assign prices to individual progressive lens types. This type of list is needed if you charge different prices for different progressive lenses.

When entering prices for aspheric lenses, create a list with the type of Normal and then enter prices in the respective Single Vision and multifocal columns. Later, when assigning the accounts to the price lists, we specify aspheric lenses to price.

Complete descriptions of all the pages within a price list and valuable tips and techniques for entering price lists are available on the following pages.

After entering past all fields, the price list page menu gets displayed.

In this section, we try to cover everything about a price list. We include how to move around in the price list, how the program expects you to enter prices, and how to change itemization categories for certain fields within the price list. Screenshots from various pages are included in this document to help you follow along.

Please keep in mind that the screenshots included are from the base distribution version of Optifacts, and your laboratory may have some customization, resulting in a screen that may not appear exactly as they do here.

At the very top of each window of the price list editor, the program prints the price list type, either Normal or Progressive, the price list number, and the price list title. This view is a quick and easy reference for the user to know which price list is open for editing.

ALL billable items appear in every price list you create. The price list title and description are for reference to help remind you what sort of prices are in the list. Which pricing options are available to you in Order Entry depends on the material type, glass or plastic. Therefore, entering a price for HARDEN LENS and then assigning that particular list to plastic material only results in the HARDEN LENS field never being used.

If you edit a price list, the menu you see below shows which pages have prices assigned by placing an asterisk (*) in front of the menu option. Menu options that do not have an asterisk get filled with zero (0.00).

Cursor Movements and Editing

The following help window is available once you select one of the menu options shown above.

Example: Type 1 and press Enter to access the Sphere page. Press (?) the question mark to view the special characters available in the Pricing Editor.  The screen below is displayed.

Most of the pages in the editor are too large to view the entire content at one time. Your terminal acts similar to a viewfinder looking at a larger picture. We need to keep moving the viewfinder to see more of the picture. Typing a (?) question mark in the editor pops up a display showing the cursor movement keys and editing options. See diagram above.

The cursor movement in the editor is very straightforward. The four “arrows” or cursor movement keys are active at all times. You can move up, down, left, or right one cell at a time with these keys. (A cell is a location that you enter a value into.)

Pressing the letters U, D, L, or R shifts the view window up, down, left, or right, one section at a time. A horizontal section is roughly three columns, and a vertical section is roughly ten lines. So, for example, the letter “H” takes the cursor “Home” or moves you immediately to the upper-left most part of the current page.

The Enter or Return key moves your cursor to the right. You do not need to press the Enter key to accept an entry. Typing a number and pressing an arrow key accepts the new value for that cell. The Backspace key only works within a cell to erase digits to the left of the cursor.

In addition to being able to move around very quickly, working with the prices is also enhanced. A cell value can be carried upwards, downwards, forwards, or reversed through the whole page with a single press of a key. For example, holding down the “Ctrl” or Control key and simultaneously pressing the letter F, R, D or U carries a preceding value forward, reverse, down, or upward.

The following example represents the cursor location by highlighting a cell, or your screen may indicate a blinking cursor or a blinking underline. Locate the cursor on the cell in column D25, row 3.12-4.00 S. It highlights a value of 31.50.

Pressing “Ctrl-f” takes the 999.00 to the left of the cursor and carries it forwards throughout the spheres page, as indicated in the following example.

Pressing “Ctrl-r” takes the 31.50 to the right of the cursor and carries it reverse, as indicated in the following example.

Pressing Ctrl-d takes the 31.50 above the cursor and carries it downward, as indicated in the following example.

Pressing Ctrl-u takes the 37.50 below the cursor and carries it upwards, as indicated in the following example.

Another helpful command, +$ (a plus sign with a dollar value), such as +3, opens another window allowing you to enter $3.00 to each row below where the cursor is sitting.

Example: Let’s say that the SV price is 14.80 up to a power of 4.00, and you want to add $3.00 incrementing for the row below power 4.00. Enter 14.80 in the top row and move down to 1.12-2.00 s—Press “ctrl-d” to copy down. Then move down to the 4.12-5.00 s row: press +3, and the following window displays.

• Press Enter and notice that each row below increments by $3.00.

Changing Itemizations

Pressing the letter “I” while adding or editing a price list page opens a small window showing the itemization categories for each page row. This feature allows you to enter a new itemization category for any of the rows. Unfortunately, you can only make Itemizations to existing categories. However, you can make a new Itemization category if necessary with the Invoice Master Category Editor.

The following chart illustrates which pages you can itemize within the price list editor. If you cannot itemize a page within the price list editor, then another editor specific to the page can edit itemizations for the line items.

The following example shows the DR. Redo page of a price list with the itemization window open. The itemizations within this window can be changed, or you can add new itemizations where the entry contains a (-) dash. Any prices grouped into the categories you itemize here will discount the percentage you specify.

The example below shows the Index Add-ons page from the price list with the itemization window open.

The $65.00 charge from the D28 column gets added to “LENS.” So, for example, if the base price for a D28 lens was $20.00 and the index of the lens is less than 1.54 but equal to or greater than 1.52, then the invoice would display a price of $85.00 for the category “LENS.”

The $55.00 charge for the D28 lens gets added to “SPECIAL.” So, for example, if the base price for a D28 lens was $20.00 and the index of the lens is less than 1.60 but equal to or greater than 1.59, then the invoice would display a price of $20.00 for the category “LENS” and a price of $55.00 for the category “SPECIAL.”

Editing Price Lists

Sphere Page

The sphere page allows entry of prices for sphere powers. There are ten ranges for which to enter prices. Any sphere ranges over +/- 10 diopters prices additional from the Overpower page.

If the price list is going to be a Base price list, the sphere page requires entries for any billing to occur. Prices get entered as per pair pricing. Any entries of 0.00 errors at billing with a message stating “NO SPHERE/COMPOUND PRICES. WILL NOT POST.”  This applies to LENS costs only—most of the add-on prices bill at 0.00. As an Add-on list, prices entered here would be added to any dollar value in the same row and column of the base price list. As an Override list, prices entered here will replace any dollar value in the same row and column of the base price list.

With the default setting, an entry of 999.00 automatically rejects an item from being processed, as the price would be too high as set by the maximum amount to bill on page 18. By default (set to 0), the value for MAX INVOICE OK is $499.00. You can change this to whatever the particular needs may be, and the changes affect the dollar value needed to enter to force an item, not to bill.

For a Base List, we recommend filling the page with 999.00 first and then changing values to the price to be charged, thus forcing any non-carried items to reject at invoicing with a message. Thus, in the example above, a D22 would not price, and the lower portion of the work ticket would state, “INVOICE TOO HIGH. WILL NOT POST.”

The D30 item in the above example won’t bill either. The error message for this item would state, “NO SPHERE/COMPOUND PRICES. WILL NOT POST.” Remember that an entry of $0.00 won’t invoice or post to accounts receivable ONLY if it gets taken from the Spheres or Compounds pages. Any other item gets processed at no charge with an entry of $0.00.

For this reason, we recommend filling areas with $999.00 if you DO NOT want that item to be available to your customer. This practice can save you from mistakes at Order Entry and underpriced products from escaping your attention. This practice also prevents any item from being billed at $0.00 and mailed to the customer. Of course, for services that your lab provides at no charge, you must enter $0.00 for that item.

For pricing progressives, there is a progressive column labeled “PROGS” included on the Normal price list, and using it prices ALL progressive types the same price. For example, you may opt to use 999.00 in the progressive column so that if the lens type does not have an override price list, it won’t pass mail out. In this example, if the lens type does not have an override price list, it defaults to 65.00.

Creating a Progressive type price list allows you to enter different prices for each of the progressive lens types, and through the price list assignments, you can point progressive lenses to that list as a base, add-on, or override list. If the Progressive type price list gets assigned as an override list, keep in mind that an entry of 0.00 in the override list results in using the price in the “PROGS” column.

Trifocal Pricing Logic

It depends on the segment’s width.  Here is the full trifocal logic flow; the first one that matches is how it prices:

• If the width is less than 28, it prices from the 7X25 column.
• If the width is less than 35, it prices from the 7X28 column.
• If the width is 35 or greater, it then looks at the intermediate size:
  • If the intermediate is less than 8, it prices from the 7X35 column.
  • If the intermediate is less than 10, it prices from the 8X35 column.
  • If the intermediate is less than 14, it prices from the 10X35 column.
• If none of the above, it prices from the 14X35 column.

Example: 12x35 trifocal prices from the 10x35 column of the Spheres page.

Compounds 1^st Div.

The compounds page allows you to enter a different price for prescriptions with a cylinder value. The sphere ranges are the same as on the spheres page, and you are allowed to enter the cylinder range on the bottom row. For example, a “CYLINDER TO” entry of 2.00 would mean price all compounds from the page up to and including a 2 diopter cylinder. If the first row is 0.00, this page gets skipped, and cylinder charges get applied from page 5 (the Overpower page).

In the example above, the SV column has entries. Thus any SV lens with a cylinder up to and including 2.00 diopters price from this page. Any SV lens with a cylinder power over 2 diopters price from the Compounds 2 page and the Overpower page. Sphere powers over 10.00 diopters price from the Overpower page 5. All multifocal with ANY cylinder price cylinder charges from page 5, Overpower.

Compounds 2^nd Div.

Use this page if you wish to price differently for yet another cylinder range. Any Rx with a cylinder between the “CYLINDER TO” value on page 2 and up to/including the “CYLINDER TO” value set on this page price from this page. If the top row of this page is 0.00, this page gets skipped, and cylinder charges get applied from page 2, COMPOUNDS 1^st DIV. and page 5 Overpower. Note: Page 2 won’t get used if the top row of page 2 is also set to 0.00; only page 5 is used in such a case.

In the examples shown for the compounds pages, all cylinder charges for multifocal are taken from price list page 5 since the top row is 0.00 on pages 2 and 53. Single Vision lenses bill up to 2.00 diopters cylinder from page 2 and anything over 2.00 diopters from the Overpower page.

Lenticulars

Use this page to enter prices for lenticular lenses. ONLY the lens style with a prefix of AL or LS price from this page. The bottom row can contain a 1.00 if the price from the spheres/compounds page gets added to the amount on this page, or you can set it to 0.00 to bill the prices as entered.

In the example above, an aspheric lenticular or a lenticular sphere single vision lens prices at a flat $45.00 for a sphere power or $53.00 for a compound power or a Balance lens. Thus, the aspheric lenticular D22 lens is simply a #30.00 add-on to the base prices on the spheres or compound pages.

Full-fields or aspheric lenses (not lenticular in style) get handled a little bit differently. Create a new price list with a price list type “N” Normal, like you would for regular lenses, and assign to a price through the Price Lists Assignments menu option where the price list is created as a Normal Type list but gets assigned as a Full-Field list. For most laboratory needs, creating a new list with prices under the spheres and compounds pages for Single Vision, Flat Tops, Curve Tops, and Round Segs and then assigning the list as a full-field list would suffice for pricing needs. Please see the documentation on assigning price lists for more information regarding aspheric and pricing.

Over Power

The Overpower page handles pricing for sphere and cylinder powers not covered in the spheres or compounds pages. In addition, this page can set all range limits for spheres and cylinders.

The sphere and cylinder diopter limits for LMT1 must be greater than the last value set on the spheres or compounds page. For example, greater than 10.00 for the spheres since that value is hardcoded into the spheres page. However, for the cylinder value, you must be careful to ensure your limit 1 value is greater than the value “CYLINDER TO” on your compounds page(s). Failing to do this results in no pricing since the equation (if CYL RANGE LMT > CYLINDER TO then get the price from CYL LMT 1+) would fail.

Any price entered here needs to be entered as a per pair price. If a charge of $2.25 per diopter/per lens, then $4.50 would be entered on this page. The calculation program splits this price into a per lens charge.

In the example above, the charge is $2.25 per diopter/per lens for sphere powers over 10 diopters and up to 99 diopters, as shown in the upper part of the diagram. The lower part of the diagram shows a flat rate charge of $2.25 per pair for any cylinder up to 2 diopters. Finally, the center part of the diagram shows a charge of $2.25 per diopter/per lens for cylinder powers over 2 diopters and up to 99 diopters.

The following example shows how pricing works for different ranges.

In the diagram above, Overpower for sphere powers is priced on per diopter/per lens method for three separate ranges. Cylinder powers get priced on a per pair method for two ranges.

Since sphere powers up to 10 diopters are handled on the spheres page, the SPH.DIOP.LMT1 row refers to sphere power range 10 up to 12 (the range indicated in this example), so the sphere range is 10.1-12.0 diopters.

The next row is SPH 10.1-LMT+ contains a dollar value of $4.00. NOTE: Rows with a + at the end refer to entries for dollar amounts. Since LMT1 is defined as 12.0 diopters, it prices $2.00 per diopter/per lens for any sphere power between 10.1 and 12.0 diopters.

The SPH DIOP. LMT2 row shows an entry of 15, thus defining another sphere range from 12.1-15. This range prices at $3.00 per diopter/per lens as defined in the SPH LMT1-LMT2+ row. The SPH > LMT2+ row has an entry of $8.00, showing a charge of $4.00 per diopter/per lens for any sphere power greater than 15 diopters.

The + symbol also means that these rows do add together. For example, this means that a single lens with a sphere power of +/- 18.00 diopters gets charged the base price from the sphere page 9.12-10.00 S row PLUS $4.00 for the range 10.1-12 PLUS $9.00 for the range 12.1-15 PLUS $12.00 for the range over 15 diopters.

In the same diagram, the bottom three rows reflect the charges for cylinder powers by range. For any cylinder value up to and including 2.00 (CYL RANGE LMT1) diopters, a flat price of $2.25 (CYL LMT1*) gets charged per pair. For any cylinder over 2.00 diopters, another flat price of $5.00 (CYL > LMT1+) gets added to $2.25.

The following example shows that the pricing scheme for sphere powers remains the same, but cylinders’ pricing comes from the center portion of the page per diopter.

Assuming that the compounds page(s) is not used and all cylinders get priced from the Overpower page, the CYL DIOP. LMT1 is set to 2 diopters. With CYL DIOP. LMT1+ set to 0.00, no additional charge gets added for a cylinder up to 2 diopters. For cylinder values between 2 and 5 diopters (taken from CYL DIOP. LMT1 and CYL DIOP. LMT2 for the power range and CYL LMT1-LMT1+ for the price), the charge would be $3.00 per diopter per pair or $1.50 per diopter per lens. For cylinder values between 5 and 8 diopters (from CYL DIOP. LMT2 and CYL DIOP. LMT3 for the power range and CYL LMT2-LMT3+ for the price), the charge would be $5.00 per diopter per pair or $2.50 per diopter per lens. For cylinder powers greater than 8 (from CYL DIOP. LMT3 for the power and CYL > LMT3+ for the price), the charge would be $10.00 per diopter per pair or $5.00 per diopter per lens.

For an Rx with a cylinder value of 2 diopters, there would be no charge. However, for a pair of lenses with cylinders of 5, the charge totals $9.00, or $3.00 for each range 2-3, 3-4, and 4-5. For a cylinder of 10, the charge would be $44.00 ($3.00 for each range 2-3, 3-4, 4-5 and $5.00 for each range 5-6, 6-7, 7-8 and $10.00 for each range 8-9, 9-10).

Prism

The upper portion of the Prism page prices total prism. The lower portion prices prism per diopter per lens. Setting the PAIR FLAG on the bottom row alters prices on this page to price per pair or per lens. If set to “0,” then the price is per lens. If set to “1,” then the price is per pair.

In the example below, there are three ranges specified. Any prescribed prism amount up to 3 diopters gets charged at $5.00 per pair (TTL to 1 + and no charge to TTL 1.1-2 + and TTL 2.1-3 +). Prism between 3 and 6 diopters get charged at $7.00 per pair.

In the example below, all the prism pricing is on a per diopter per lens basis.

Oversize on FA

Use this page to charge oversize based upon the “A” measurement of the frame. These values do add together and can be flagged to be active for all jobs, uncut jobs only, or edged jobs only by setting the EDGED/UNCUT FLG on the bottom row (0 - prices all jobs, 1 - prices edged jobs only, 2 - prices uncut jobs only from this page).

In the example shown above, a SV job with a frame A of 56 be charged $8.00 for oversize taken from the FA > - 54+ ($4.00) added to FA > = 56+ ($4.00). Oversize for SV lenses price both edged and uncut work based on the EDGED/UNCUT FLG setting of 0.

Oversize for a D22 lens is only taken from this page if it is an edged lens due to the EDGED/UNCUT FLG set to 1 for D22. A D25 lens only prices oversize from this page if it is an uncut job.

Oversize on Diameter

This page prices oversize charges based upon the blank diameter used. There is also an EDGED/UNCUT FLG on this page, and its function is identical to the same flag on the Oversize on the FA page of the price list.

The row that reads OVSZ ON DIA WKS translates into a yes/no (or 1/0 setting) for pricing oversized based on the lens blank needed rather than the lens blank used. This option is only active if running blank selection and inventory. For example, it is beneficial if a job would only require a 68.7mm lens for cut-out, and the inventory program reports that your lab is temporarily out of stock of 70mm blanks in that line item. Inventory would substitute a 75mm lens but not charge the customer for oversize usage. Thus, oversize pricing is based upon the blank required for cut out (68.7mm) and not the actual lens used (75mm).

Another option on this page is the last row, USE LARGEST ONLY. For example, if you set both Oversize on FA and Oversize on Diameter for pricing, set the USE LARGEST ONLY flag to 1 (yes), and Optifacts only charges the greater of two prices.

Oversize on Color

Use the Oversize on Color page when your oversize charges for PGX differ from White (clear) lenses. For example, by entering oversize charges on the page AND setting the PGX FRM THIS PG flag to 1, PGX tinted lenses price diameter oversize from this page. All other colors price oversize from page 8 (Oversize on Diameter).

In the diagram above, an SV PGX lens price oversize charges from this page at $8.00 for a 71mm lens and $15.00 for a 75mm lens. The D25 and D28 PGX lenses WON’T price from this page because the PGX FRM THIS PG flag is set to 0 for these lens styles.

The presence of this page is a carry-over from previous versions of Optifacts. The price list assignment editor has much greater power for pricing oversize charges based on PGX, ANY color, diameter, and manufacturers.

Specials 1

This page allows you to define prices for various add-on options. All of the prices on this page get added to the total cost of the Rx. Some of these options price automatically based upon operator entries. Other options require the operator to highlight an option in the PF2 (or F2 on the console) Calculation Options menu in the Order Entry screen.

DECENTERED BLANK - Price entered in this column gets added to the invoice if the inset of the bifocal is greater than 0. Generally used for executive or progressive style lenses but pick up charges for any multifocal product that has entries in the price list. Pricing is automatic based on the “Seg Inset” value found in the lens database or given from operator input.

PRISM THIN - Prism thinning is currently used on progressive lens styles only. This price is added to the invoice whenever Prism Thinning is lit in the Calculation Options Menu by the operator or through the Special Lens Types Configuration Editor settings for progressive lenses.

SPECIAL INTER - This option is for trifocal lenses only but not executive trifocals. The price is added to the invoice when the Special Intermediate option gets highlighted in the Calculation Options Menu.

GRIND SLAB OFF - Added to invoice when Slab-Off is lit in the Calculation Options menu by the operator.

MFR SLAB OFF - Added to invoice when “Manuf. Slab-Off Lens” is lit in the Calculation Options Menu by the operator.

BI-CONCAVE - Automatically added to the invoice when using a concave base curve, and the curves ground into the lens are also concave. (Minus base with minus curves)

BI-CONVEX - Automatically added to the invoice when using a convex base curve, and the curves ground into the lens are convex. (Plus base with plus curves)

PRISM SEG LENS - Added to invoice when Segment Prism is lit in the Calculation Options Menu by the operator and an entry greater than 0 is given for Near Prism Used. When Segment Prism gets lit, a Near Prism window appears after the Billing Options screen. First, the operator gets prompted to enter the segment prism (near prism) prescribed in the Rx on this screen. Then, the operator gets prompted for the prism used (prism already used in the lens). If the prism used is greater than 0, Optifacts assumes the prism is in the lens already. The Billing Options lite up of “Press on Prism” overrides this charge regardless of the value of prism used.

SEG PSM/BLCKING - Added to invoice when Segment Prism is lit in the Calculation Options Menu by the operator, and an entry of 0 is given for Near Prism Used. When Segment Prism gets lit, a Near Prism window appears after the Billing Options screen. In this screen, the operator gets prompted to enter the amount of segment prism (near prism) prescribed in the Rx. Then the operator is prompted for the amount of prism used (prism already used in the lens). If the prism used equals 0, Optifacts assumes the lab blocks and decenters the lens blank to achieve the near prism. The billing Options lite up of “Press on Prism” overrides this charge regardless of the value of prism used.

(open) - These fields are reserved for future use.

Specials 2

This page allows you to define prices for various add-on options. All of the prices on this page get added to the total cost of the Rx. Some of these options price automatically based upon operator entries, while others require the operator to highlight an option in the F2 Calculation Options menu in Order Entry.

SPCL SEPARATION - This price is added to the invoice if the seg separation is not 13mm. A Misc. Blank Info window displays after filling in the Multifocal Blank window prompting for the upper add value and the segment separation. Any segment separation value above or below 13mm results in this charge getting added to the invoice. The seg separation value gets used only on a double segment or quadrifocal job. In the example shown above, there is a $35.00 add-on charge for this item.

SEG HGT LIMIT - This field is not a price but an adjustable parameter for the laboratory to set. For example, if there is an extra charge for multifocal jobs at or above a certain seg height, use this field to enter the value equal to the seg height limit to begin charging the value entered in the following field SEG HGT ADD-ON.

SEG HGT ADD-ON - This price is added to the invoice for multifocal jobs when the seg height is at or above the value entered in SEG HGT LIMIT. Thus, in the example shown above, there is an $8.00 charge for CRT Exec Rx’s when the seg height is at 25mm or higher.

SEG <= 24MM - This price is added to the invoice when a segment width equals or less than 24mm. So in the example above, $15.00 is being added under the 2D25 column. When any 2D with a seg width of 24mm or less gets calculated, it picks up the additional $15.00 from this field.

25MM SEG - This price is added to the invoice when a segment width equals 25mm. So in the example above, the price of $10.00 gets added to double round seg Rx if it is a 2R25.

28MM SEG - This price is added to the invoice when a segment width equals 28mm. So, in the example above, $20.00 gets added to double round seg Rx if the style code is 2R28.

SEG > 28MM - This price is added to the invoice when a segment width is greater than 28mm. In the example above, $15.00 gets added if a double flat top has a seg greater than 28mm. Thus, a 2D35 lens would price at $15.00 more than a 2D28 Rx in the example.

ADDS < 1.00 - This price is added to the invoice when the Add power is less than 1.00 diopter. So in the example above, there is a charge of $5.00 for add powers under 1.00 diopter.

ADDS > 3.00 - This price is added to the invoice when add powers are greater than 3.00 diopters. Thus, there is a $7.00 charge for Add powers over 3.00 diopters and less than 4.00 diopters in the example above.

ADDS > 4.00 - This price is added to the invoice when add powers are greater than 4.00 diopters. In the example above, there is a charge of $25.00 for add powers over 4.00 diopters. This price in this row does NOT add to the row “ADDS > 3.00.”

Index Add-ons

Use this page for Add-on prices for different index materials. This page adds prices based upon the ACTUAL REFRACTIVE INDEX and not the index’s commonly “rounded” or “marketing” references. An example of this is with plastic 1.60 index material or material code PU in Order Entry. The value 1.60 is the “rounded” or “marketing” index. The actual refractive index is 1.597.

Printing a Material Database report (Optifacts menu 5-8) is helpful when working with this page. It lists the actual refractive index and the Order Entry material code and description for your reference.

The example above is from a plastic list. For SV, $40.00 gets added for a 1.60 high index lens which is material code PU entered in Order Entry. The actual refractive index of this lens is 1.597, so the entry needs to be placed in the INDEX < 1.60 row.

There is also an add-on charge of $80.00 for a 1.66 high index SV lens which is material code PX and has a refractive index of 1.660. This entry needs to be placed in the INDEX < 1.68 row.

Using this page is not mandatory. An alternative is to create a new list for different material codes and assign them via the “Account Price List Assignments” menu. In addition, if you create a new material code whose index falls into the same category as another material, it may be easier to create an override price list for materials rather than using the Index Add-ons page.

For reference, the following is a modified report to determine where to place add-on prices for different materials.

Index Add-on Reference List

Tints

This page currently deals only with polarized lenses. Pricing for Manufacturer lens colors appears on the Lens Colors page. Pricing for lab-added tints appears in the lite-ups section.

POLARIZD ADD ON - This is a dollar amount to add to the invoice if the job is a polarized color. Overpower charges and oversize charges are still valid with this add-on price. In the example above, $30.00 gets added to the base price for a polarized SV lens. (NOT a Plano Rx, refer to POL PLANO FIXED)

POLARIZD FIXED - This is a FLAT charge for polarized products. Overpower charges, and oversize charges are no longer valid. The example above shows a flat price of $52.00 for a polarized D28 lens.

POL PLANO FIXED - This is a FLAT charge for a polarized Plano Rx. The example shows a flat price of $18.00 for an SV lens with no prescription.

(open) - This row(s) is reserved for future use.

All the items on this page get itemized under LENS on the invoice. You can change the itemization category by pressing the letter “I” while on this screen. For more information on changing itemizations, refer to the “Changing Itemizations” section in this document.

Lens Colors

This page consists of add-on charges for lens colors. These charges are picked up through the lens color as entered in Oder Entry. 

You can price all color codes that exist in the color database on this page. Use the cursor movement keys to access all of the different colors and lens styles.

If pricing polarized product from page 13 Index Add-ons prices should NOT be put on this page (page 14) for a polarized product. Doing so results in prices being taken from both areas and invoiced—price polarized product from page 13 or page 14 but never both on the same price list.

Lite-ups (Pricing Options)

This page opens another menu to the lite-ups (pricing options) options. After choosing page 15 from the menu, the submenu displays as shown above. Then choose one of the submenus. The diagram shown has 16 columns of available lite-ups. You may see as little as 16 or as many as 48, depending on your lab parameters.

All submenus are available for use and modifications. This document covers only submenus 1 through 4)

You can add, delete and modify lite-up options via the Lite-ups Editor. Once created or edited, you can see the changes and prices entered through the price list editor on this page.

Examples:

Edging - All prices on this page get added to the invoice. Enter prices for various types of edging or finish-related items. The description fields in the left column print just as they display in Order Entry on the Pricing Options screen. All prices on this page get activated via lite-ups.

Tints/Coats - All prices on this page get added to the invoice. Enter prices for various types of tinting or coating-related items. The description fields in the left column print just as they display in Order Entry on the Pricing Options screen. All prices on this page get activated via lite-ups.

Specials - All prices on this page get added to the invoice. Enter prices for various types of specials or special processing-related items. The description fields in the left column print just as they are in Order Entry on the Pricing Options screen. Most prices on this page get activated via lite-ups—others price based upon operator input throughout Order Entry.

Some of the items on this page only affect their apparent lens style, such as Trifocal 10x25. HARDEN LENS is only applicable to glass lenses.

Billing

All prices on this page get added to the invoice. Enter prices for various types of specials or special processing-related items. The description fields in the left column print just as they display in Order Entry on the Pricing Options screen. All prices on this page get activated via lite-ups.

Dr. Redo

Use this page to enter the discount percentage to apply to various itemization categories when the operator lights up DR REDO in the Pricing Options Screen. Any row item set to 0.00 won’t apply any percentage discount.

The example above shows a 15% discount on lens cost, 10% discount on any coatings, and 25% discount on frame costs. No other discounts apply since the other entries contain a 0.00.

Balance Lens

This page allows you to enter a percentage of a lens cost to charge for balance lenses. The prices from this page get applied when the operator highlights BALANCE R or BALANCE L in the Pricing Options screen.

If you want to charge 25% of the cost for ALL balance items, the example above will work. Any row item left at 0.00 won’t apply any percentage discount. If the balance discount percentage is applied only to the lens cost, only fill in the BALANCE LENS row.

Billing

This page contains special billing charges and flags used by the calculations module. An itemized description of each row item follows.

This page contains special billing charges and flags that are used by the calculations module. An itemized description of each row item follows.

1/2 PAIR CHARGE - Automatically added to the invoice if the job run is a half-pair Rx. This amount is a dollar amount to charge, NOT a percentage.

UNCUT DEDUCT $ - Automatically deducted from the invoice if the job run is an Uncut Rx. It does not matter if you enter a value in a positive or negative format. That absolute value gets deducted from the invoice.

NET BILL FLAG - Setting this row to 1.00 results in any invoice billing from this list to be posted to accounts receivable as a NET invoice. Leaving this row at the default setting of 0.00 allows invoices from this list to have discounts applied at statement run time.

REVERT LIMIT - This row determines the invoice dollar limit at which to revert to another price list. The price list number to revert to gets taken from the next row, REVERT PRC LIST.

REVERT PRC LIST - This row determines which price list number to price from if the total invoice amount taken from the current price list exceeds the limit given in the row above, REVERT LIMIT. If doing package pricing, entering a negative value here drops the package pricing and does pricing from the original price list. The Account/Material configuration contains an option for Pricing Revert, which must be “Yes” to enable this feature.

MAX INVOICE OK - This row determines the invoice limit where the calculations module errors and prints the message “INVOICE TOO HIGH. WILL NOT POST” on work tickets and invoices. By default or with an entry of 0.00, the calculations module errors at $499.00. Keep in mind that this value is a total invoice dollar amount. For example, you need to allow for half pair Rx; thus, entering $999.00 results in a charge of $499.50 for a half pair Rx which exceeds the default entry for MAX INVOICE OK.

OVRRIDE LST FLG - This row determines if an override price list overrides both the base list and add-on lists (set to 0.00 by default) or if the override list just overrides the base list (set to 1.00).

INDUST. ADD-ON - This value gets added to the invoice if running the job using the Industrial Flag (I) lens style code. Enter a negative value to deduct an amount.

STOCK ADD-ON - This value is added to the invoice if running the job with the Stock Flag (ST) lens style code. Enter a negative value to deduct an amount.

0% PL DISCOUNT - This field is utilized only on override or add-on price lists. By entering a value in this field, any price taken from another list that has this field set to 0 gets this discount applied to it. The example above shows a value of 15.00 (15%). This field is useful for accounts with a set of special prices that are lower than regular prices. For example, rather than creating an entire set of prices, one list could be created as an override for all materials and a discount amount placed in this field. This field also works well for accounts with a few special lens prices, where the rest get discounted from the regular price list(s).

PRINT DISC FLAG - This field works with the above field and determines when to print the discount amount on the invoice. Setting this field to 0 never prints the discount percentage, 1 - prints the discount percentage for edged work, 2 - prints the discount percentage for uncut work, and 3 - prints the discount percentage for all jobs.

(open) - Reserved for future use.

Copy Entire Price List

This option allows you to copy an entire list to another price list number. If the destination list exists, only the prices are copied into that list, preserving the price list title and description of the destination list.

If the destination list exists, it MUST be the same type (Normal or Progressive) as the original list, or you won’t be allowed to make the copy.

If the destination list does not exist, an exact copy is made, including the prices, title and description, and price list type. The program does display some information on the screen, so you know if the destination list exists before beginning the copy process. You get prompted to verify this option.

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 4 – Pricing Database Editor and press Enter.

Select Option 1 – Price Lists and press Enter.

Select Option 2 - Copy Entire Price List and press Enter.

• Enter the number of the price list to be copied from
• Enter the price list number to copy to

Is this Okay (y/n)?

• Press “Y” to continue.
• Press “N” and “C” to discard.

The copy processes and displays a confirmation when complete.

• Press “C” to continue.

• Press Escape to exit.

Copy Partial Price List

This option is very similar to copying an entire price list, but it allows you to copy those sections you want rather than the whole list at one time.

If the destination list exists, it must be of the same type (Normal or Progressive), and you can only copy like pages (I.e., You cannot copy lens colors page to a prism page).

If the destination list does not exist, then the price list title and description get copied into the destination list with the section. The program displays information on the source and destination lists before performing the copy. You get prompted to verify this option.

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 4 – Pricing Database Editor and press Enter.

Select Option 1 – Price Lists and press Enter.

Select Option 3 - Copy Partial Price List and press Enter.

• Enter the number of the price list to be copied from
• Enter the page number to copy
• Enter the price list number to copy to
• Enter the page number to copy to

Is this Okay (y/n)?

• Press “Y” to continue.
• Press “N” and “C” to discard.

The copy processes and displays a confirmation when complete.

• Press “C” to continue.

• Press Escape to exit.

Delete Entire Price List

This option permanently erases a price list specified by number. It then frees up that price list number to use again.

You cannot delete a price list if it is in use in a price list assignment. You must first delete the assignment to the price list from the price lists assignment menu. You get prompted to verify this option.

From the Optifacts main menu:

• Select Option 3 – Editor Utilities and press Enter.
• Select Option 4 – Pricing Database Editor and press Enter.
• Select Option 1 – Price Lists and press Enter.
• Select Option 4 - Delete Entire Price List and press Enter.
• Enter the price list number to delete

Is this Okay (y/n)?

• Press “Y” to continue.
• Press “N” and “C” to discard.

The delete request processes and displays a confirmation when complete.

• Press “C” to continue.

• Press Escape to exit.

To view and download these instructions as a PDF file, click on the following document image.

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