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Introduction

This document provides instructions for adding, editing, deleting, and managing your automatic lite-ups.

With this editor, you have great flexibility over your lite-up options. You can activate or deactivate one or more lite-ups based upon almost endless conditions.

With the capabilities of automatic lite ups, the Order Entry operator is no longer required to keep as many notes regarding customer requests, marketing events, lens packages, etc. Additionally, for accounts that want special coatings or do not want certain options applied to the Rx, automatic lite-ups can turn these on or off without operator intervention.

Special pricing packages can also be activated automatically without any operator intervention by adding a few entries to the automatic lite-ups. An example could be an automatic lite-up for a polarized lens package by adding entries that will automatically turn on the polarized lens package whenever using a lens color of PG3 or PB3, resulting in one less item the entry operator needs to remember.

It is possible to have separate lite-ups for glass and plastic sharing the same lite-up number since only one of them needs to be displayed at a time. However, you cannot use automatic and dependent lite-ups with these lite-up numbers in such a situation.

Procedure

Automatic Lite-up Options Report

We recommend that you run the Automatic Lite-up Options report from Optifacts menu 5-4-6 to print a list of existing automatic lite-ups. Then, review the report to see if the automatic lite-up you are adding already exists. You can also decide what number to use and the placement of the new entry. Once you have the information, you can proceed to set up your automatic lite-ups.

Add/Edit Automatic Lite-ups

This feature allows you to create or edit automatic lite ups.

From the Optifacts main menu:

Select Option - 3 Editor Utilities and press Enter.

Select Option 4 - Pricing Editor and press Enter.

Select Option 5- Automatic Lite-up Options and press Enter.

Select Option 1 - Add/Edit Dependent Lite-up Options and press Enter.

The Add/Edit Automatic Lite-up Options screen displays.

Edit an Existing Automatic Lite-up

You get prompted for the account number or pricing group to apply this automatic lite up.

If any entries exist for that account number or group, you get prompted to add a new entry. Responding “Yes” skips the current entry and begins adding a new entry. Responding “No” begins editing. Pressing Escape (Esc) at the account/group number prompt returns you to the Automatic Lite Up Editor Menu. Pressing Escape at any other field returns you to the account/group number prompt.

Press “N” to edit an existing entry.

The system proceeds into Edit Mode.

The 1st entry is displayed. The total number of entries is displayed at the bottom of the screen.

To edit the current entry, press “Y” to make any necessary changes. Then, enter through all the fields to save the data.
Press “N” to scroll through the entries until you find the one you need to edit.

Add a New Automatic Lite-up

When you have reached the last entry in the series for the account number or group specified, you get prompted to add an entry. Responding “Yes” will begin to add a new entry. Responding “No” will return you to the Automatic Lite Up Editor Menu.

When adding a new entry, the fields may display the values from the last entry displayed. This is normal, and you may change them to the required values for your new entry.

Press “Y” and Enter to add a new entry.

The Add/Edit Automatic Lite-up screen displays.

Automatic Lite Up Option Fields

Account Number - Enter the specific account number or pricing group to apply this automatic lite up to, or enter 0 to apply this option to all accounts. When specifying a pricing group, you must precede the group number with a minus symbol (-); this is a flag for Optifacts to know it is a pricing group and not a specific account.

Override Or Add-On Lite-Ups - This option is not available if you entered an account number of 0. This option allows you to add to or separate from the generic entries (account 0) when creating entries for an account or pricing group. Choosing Add-on signifies that this automatic lite-up will be active in addition to the generic automatic lite-ups. Choosing Over-ride signifies that the generic entries will not be active, and only the entries specific to the account/pricing group will be active.

Priority Number - Enter a number 1 through 32767 for lite-up priority. Lesser numbers have higher priority. Priority numbers will be processed from highest to lowest first for generic entries (account 0), second for pricing groups, and last for specific accounts.

Manufacturer Code - Enter the manufacturer code or enter an asterisk (*) for all manufacturers.

Material Code - Enter the material code for the automatic lite-up. Use the same code as entered in Order Entry, enter *P for all plastic materials (including high indexes and polycarbonate), enter *G for all glass materials, or enter an asterisk (*) for all materials to price from this list. Entering a specific material code will lock out any other material code from activating this automatic lite-up. If multiple materials use the automatic lite-up, you must create an entry for each material or use *P or *G if possible.

Lens Style - Enter the lens style for this automatic lite-up. Do NOT include any suffixes (ST, I, U, etc.) or seg sizes.

Lens Type - Enter the lens type code for this automatic lite-up, enter *L for all lenticular lenses, or *F for all full-field lenses. Enter an asterisk (*) to have this auto lite-up active for all lens types. Enter specific lens type codes for progressives or full-field lenses just as you would in Order Entry.

Edged and/or Uncut - To activate this lite-up, enter “E” for Edged jobs, “U” for Uncut jobs, or * for all jobs.

Finished and/or Semi-Finshd - Enter “F” for Finished lenses (Stock lenses), “S” for Semi finished lenses, or * for all.

Industrial and/or Dress - Enter I for Industrial thickness Rx’s, D for Dress thickness Rx’s, or enter * for all thicknesses. Optifacts will recognize an Rx as Industrial thickness if the lens style is entered in Order Entry with the I suffix. (i.e., SVI, DI, PI)

Seg Size(s) - Enter the beginning and ending seg sizes. Entering the same beginning and ending values would lock out any other seg sizes from activating this lite-up. The ending seg size must be equal to, or greater than, the beginning seg size. You can also optionally specify SV lenses only with a beginning and ending seg size of 0, or specify progressives and executives with a beginning and ending seg size of 99

Diameter(s) - Enter the beginning and ending lens diameters. Entering the same beginning and ending values would lock out any other lens diameters from activating this lite-up. The ending diameter must be equal to or greater than the beginning diameter.

Base Curve(s) - Enter the beginning and ending base curve. Entering the same beginning and ending values would lock out any other base curve from activating this lite-up. The ending base curve must be equal to, or greater than, the beginning base curve.

Add Power(s) - Enter the beginning and ending add powers. Entering the same beginning and ending values would lock out any other add power from activating this lite-up. The ending add power must be equal to, or greater than, the beginning add power. Note that entering a beginning and ending add powers of 0.00 signifies single vision lenses.

Color(s) - Enter up to five (5) color codes or enter an asterisk (*) in the first field to signify all colors. Enter the color code exactly as you would in Order Entry. If editing, you may press the space bar on an entry to remove that color.

CBT Description - Enter the CBT (Commercial Brand Name).

Default Option(s) - Enter up to five (5) lite-up numbers to automatically turn on or off. Use the letter “O” to specify turning the option on and “F” to turn the option off. When entering lite-up numbers, the number and text description gets displayed in the upper right corner of your screen.

You get asked to confirm the data.

Are The Entries Correct (Y/N)?

Press “Y” to save the data.
Press “N” to return to the screen to make your corrections.
Press Escape to exit.

Delete an Automatic Lite-up

This feature allows you to delete automatic lite-ups.

From the Automatic Lite-up Options menu:

Select Option 2 - Delete Dependent Lite-up Options and press Enter.

The Delete Automatic Lite-up Options screen displays.

You get prompted for the account number or pricing group you wish to delete this automatic lite up.

The system indicates that it is entering delete mode.

If any entries exist for that account number or group, you get prompted to delete the entry. Responding “Yes” will delete the entry. Responding “No” skips the current entry and goes to the next entry, where you again get prompted. You may also press the Escape (Esc) key to start over at the account/group number prompt. If no more entries exist for the account number or pricing group specified, you return to the Automatic Lite Up Editor Menu.

The screen displays indicating at the bottom left side of the screen how many entries exist for the specified account number.