Order Entry screen

Order Entry Screen

The Order Entry Screen is made up of several sections. This document will look at each section and the components that comprise them.

General Information

Account # - This field is designated for the account number associated with the customer who placed the order. Customers and assigned account numbers are maintained in the Customer Database. This field can be useful for searching for a particular order.

Job Type – From the dropdown menu, select whether the job will be a full job, uncut no frame, or uncut with frame. This field can be useful for searching for a particular order within the Customer Service screen.

Full Job – When selected, the lab is expected to edge lenses. Frames may either be supplied by the account, lab, customer, the vendor, or the order could be lenses only. Please include box measurements or trace information. To learn more about what to do with frames when received, please visit: Receive Frame and Assign To Bin
Uncut No Frame – When selected, the lab is expected to return only a pair of surfaced (and apply any applicable coatings) lenses not edged. The account will edge the job in-house. For this selection only, trace information, or box measurements are not needed; but crib diameter will need to be specified.
Uncut With Frame - When selected, the lab is expected to return only a pair of surfaced (and apply any applicable coatings) lenses not edged. The account will edge the job in-house. Please include box measurements or trace information.
Edge Only - When selected, the lab is expected to edge the lenses. Frames may either be supplied by the account, lab, customer, the vendor or the order could be lenses only. Please include box measurements or trace information. To learn more about what to do with frames when received, please visit: Receive Frame and Assign To BinThe difference between an edge only and a full job, is that Edge Only orders will not relieve lens inventory.
Addons - When selected, this order type allows the lab to enter only addons for an order. No lens processing or edging is done.

Patient – Patient name associated with the order. This field can be useful for searching for a particular order within the Customer Service screen.

Tray # - Depending on how your specific instance of RX Universe is configured; the tray number will either auto-populate or can be edited manually. This field can be useful for searching for a particular order within the Customer Service screen.

To learn more about tray numbering, please visit: Enter Trays for Remote Jobs

Order # - Also dependent on configuration, the order number will auto-populate. Character length can range from 4-8, depending on lab preference. Note that some of the functions allow searching for the order by tray#, order# or PO#. If you plan on using the Order number when doing some other functions (ie lens pick or device interfacing) the order number must be 7 or 8 characters in length. This field can be useful for searching for a particular order within the Customer Service screen.

PO # - This field is not required, but can still be used at the discretion of the lab. In the past, some customers used this for third-party billing or safety contracts. This field can be useful for searching for a particular order within the Customer Service screen.

Release # - This field is not required. In the past, some customers required tracking of a release number for third-party billing, or safety contracts.

Ship To # - Typically this will default to the account “Bill To” address. There may be times a dropship or a different location may be requested. The option to browse Account Database and Ship To Database exists as well.

Date – Defaults to current date of entry.

Wanted – Can be modified if the account has requested by a specific date.

Hot Job – Toggle if this job needs to be rushed. An icon will populate in the Customer Service screen for all hot jobs. Once flagged, the word “*RUSH*” will appear on top of the standard PCL work ticket.

Print WT – Check the box to print a work ticket. RX Universe can be configured to default this as checked within the auto-print work tickets as well.

Print WT at Dig - Check the box to print a work ticket at time of digital processing. RxUniverse can be configured to default this as checked within the workstation setup screen.

Print Invoice – Toggle to print the invoice for the specific job. Applicable if the Account Receivable module is activated.

When populated, the General Information area will look similar to the image below.

Select OPCs

Select by OPC – When toggled, the user will be able to scan, or manually enter an OPC code into the dialogue box.

Lens Information

Lens Information – This area is where the desired lenses will be selected. Within the four available dropdown menus, users will select lens style, lens material, pretreatment, and color.

· By default, the “Filter lenses by availability” will be toggled to only show lenses which are turned on in your Lens Inventory file.

RX Information

RX Information – Area to be populated with prescription associated with the patient. As the RX is entered, you will see the optimal base curve populate above the entry screen. Ensure the “Select” toggle boxes are selected for the eye(s) lenses are needed.

Sphere – Enter sphere power as prescribed
Cylinder – Enter cylinder power as prescribed; may be entered as either +/-, if + cylinder RX Universe will transpose
Axis – Enter axis for the cylinder. If no cylinder, this will be greyed out.
PD – Pupillary distance (PD) may be entered as either binocular or monocular.

o Near PD - When PD is entered for a multifocal lens, the near PD will default to -1.5mm the PD if monocular; if entered as binocular the near PD will be -3.0mm total. If lenses are SV, NPD becomes vertical decentration.

Vertical Decentration - If vertical decentration is specified, enter it in this field. Only applicable for SV lenses. This is not required.
Seg Height – Enter seg height in this field. Ensure it is appropriate for the lens style and frame selected. Only required for multifocal lenses.

o Seg Height Breakpoint (System Settings > Surf1) – There are two methods of specifying seg heights. RX Universe allows the use of either method or both methods at once. All seg heights that are entered, that are less than or equal to the breakpoint, will be interpreted as the distance above/below the datum line. All seg heights that are entered above the breakpoint, will be interpreted as distance from the bottom of the frame.

Below Optical Center – The distance between the optical center and the segment.
Add – This field is only for multifocal lenses. This is where the prescribed additional (add) power would be entered.
U-Add – This field is used only for occupational glasses, sometimes referred to as “Double D”. With these types of lenses, the wearer has a second add power on the upper portion of the lens.
Center Thickness - Center thickness will default to the thickness which was configured unless otherwise specified. To learn more about thickness and how it can be configured, please visit: Thickness On An Order and Default Thicknesses
Minimum Edge Thickness – Just like CT, unless otherwise specified, edge thickness will default to the thickness which was configured.
FC – This field indicates the true front curve of the lenses selected

Trace Information

Trace Information – This section allows you to either select a frame trace from a library or enter box measurements. If searching for an existing trace, select the browse icon to the right of the “Name” box to find the desired frame.

After selecting the frame, the dimensions and pattern will populate below. If using generic box measurements, populate the eye, bridge, A, B, ED, and DBL boxes. If using a trace, the option to get a 2D or 3D preview of the lenses exists.

Lens Selection

Lens Selection - This section allows you to specify/force some conditions for the blank to be selected.

Manuf: Specify for each Eye which manufacturer only should be considered during blank selection (Ex YOU, SILO, etc.)
Base Curve: Force for each Eye which base curve you want to use during blank selection (Ex 0500, 0250, etc.). If this is used the tolerances to build a list of possible blank options are 0.05 for Exact, 0.35 for Approx and 0.75 for Marginal.
Diam: Force for each Eye which size/diameter you want to use during blank selection (Ex 75, 60, etc.).
Thick: Specify a special thickness code to be selected Ex T, N)
Lab Choice, Force Finished and Force Semi-Finished: Lab Choice is set by default, will pick the blanks according to the system settings of the lab for blank selection. Force Finished/Semi-Finished will set to pick only Finished or Semi-Finished accordingly.

Finalizing Order Entry

F9/Do Calcs – after populating all necessary fields above, the last step before saving the entry, is to perform calculations. Pressing the F9 button on the keyboard, or F9/Do Calcs button in RX Universe will command the system to select optimal blanks, and tools needed to execute the job. After pressing the button, a “Performing Calculations” message will appear, and when successfully executed; the optimal lenses will be shown as indicated below.

Save Job

Saving – once calculations are completed, select the save button in the upper left corner of the screen to save the order. Depending on the configuration of your instance, a work ticket will print.