Pricing module for Rx-Universe
The pricing changes can be broken down into 3 separate sections, Addons, Invoicing and Pricing.
There are two types of prices in Rx-Universe - Rx prices (based on the Rx itself) and Addon prices (services or additional features added to the lenses or order).
In both cases, pricing is based on "groups" - groups of materials, groups of lens styles, groups of addons. This allows prices to be set up for all 167-index materials, for example, as a group, eliminating the need to individually price them. Similarly, progressives can be grouped and priced as a group, eliminating the need to price each progressive design individually.
Addon Section
Create a new database for the addon codes and the code specific data. Currently the addons are part of the pricing database and if an addon code is required for more than one pricelist, its job flow settings along with other addon specific information must be repeated from one pricelist to the other. The new Addon database will have hooks built in to allow for language specific descriptions to be used when invoicing.
The Addon database maintenance program will use the standard browse grid.
The actual maintenance window will be a tab type window with the general information in one tab and the job flow information in the other tab. The general information tab will contain information regarding "extra days processing", EPRESS and CLAMP setting for edgers, exclude from DLAB, language codes and descriptions for invoices(if needed). The job Flow tab will contain the job flow flag settings for the addon.
To simplify the coding process when addons are required on an order, the existing process used for updating addons in orders will remain the same, the only modification that will be made for Rx-Universe is that when an addon is required on an order, the job flow flags will be taken from the addon database and copied to the job flow section of the price database. The "addon" tab on an order will display the list of addons for the job.
Pricing Maintenance
To make pricing easier to maintain, new databases have been added to group similar price options together. The new groupings will be for lens styles, materials and addon codes. Each grouping will have its own maintenance screen accessible from the "Pricing" menu selection.
All 3 of these maintenance screens use the standard GUI browse grid screen that allows users to add/delete/edit the various groups.
The maintenance screens look and operate as follows:
Material group contains the name for the grouping while description allows the user to give a brief description of the group. The sequence number will be used be the pricing maintenance screens to determine the placement of the group within the list of groups. A low sequence number will place the group at the beginning of the list while a higher number places the group further down the list. If two groups have the same sequence number they will be placed alphabetically in the grouping list.
The "Available" grid contains a list of all the available items that could be placed in the group. Only items that are not part of another group will be in the list. Also, in the case of materials and lens styles, only items that have their active switch checked will be in the list.
The "Included" grid contains the list of all the items that currently make up the grouping.
Items can be moved from one grid to the other by highlighting them and pressing the appropriate arrow, or by double-clicking with the mouse on the desired grid item that you want to move.
Price lists
Price list are contained in a separate database to make verification with the various programs that use the pricelist easier. The price list database browse screen will give the user a method of maintaining the "Price Lists" and allow the user to enter the Price List details maintenance via the "Pricing summary" box.
Double clicking on one of the PriceLists codes or pressing the "Add" or "Edit" buttons at the top of the screen will take the user to the Price List maintenance screen where the user can change modify the basic Pricelist information.
The "Pricing Summary" box displays a summary of the price list detail records. The "Rx Prices" entry is always the first entry in the summary box while any addon pricing information is located under the green headings line.
A popup menu is available within the "Pricelist Summary" grid by pressing the right mouse button while the cursor is within the grid. The available menu options are:
- Add addon pricing – which allows you to add a new addon price to the pricelist
- Delete addon pricing – will delete the selected addon price grouping from the pricelist
- Copy price list – This function allows the user to copy the selected complete pricelist contents to another pricelist. Note that the "copy to" pricelist must be a completely new pricelist.
Double clicking on one the items in the pricelist summary will popup one of the pricelist details maintenance screens. This will allow price list details maintenance as follows.
Pricelist – Rx Prices
The price list details grid is made up of the material/lens style groups. The order that the material/lens style groups appear in is dependent of the sequence field entered in the "groups" maintenance screens. The sequence numbers allows a lab to format the grid specific to their labs needs. The lower sequence numbers will appear first in the grid. The first row of the lens styles is called "Base". The prices contained in the base pricing will be used as default pricing for all lens styles for the material group they are applied to.
Right clicking on any of the material or lens style group headings will display a list of the material or lens styles that are contained within the group that was clicked.
The prices shown on this screen will display the initial price for the lens style/material combination. To set specific pricing based on sphere/ cylinder double double-click on the desired style/material price and a pricing detail screen will appear.
Finished
Semi-Finished
1.501.751.501.25Cylinder / Diopter $Sphere / Diopter $
The pricing details screen allows the user to specify if the price is based on pairs or lenses. On an order, pair pricing will divide the specified price by 2 when a lens that uses this price is selected on an order. Lens pricing will use the specified price if an order uses this price.
The lab can select if this price is a taxable item, whether the item is always net (no order discount allowed for this price except for the "Item Discount").
An "item Discount" allows the lab to set a promotional price discount for the material/lens style combination. The "Item Discounts" are displayed in their own bucket on the order screen "Pricing tab".
The lab can streamline the prices based on sphere/cylinder power or blank diameter. Right clicking the mouse button while in the sphere/cylinder grid will popup a menu allowing the user to add, delete or modify a sphere cylinder line. When selecting the add/modify function, a maintenance grid will appear to the right of the grid allowing for the modification of the sphere/cylinder information.
Accepting the changes, will save the information in the sphere/cylinder grid, the lines will automatically be sequenced based on sphere power, then cylinder power then diameter. Prices can be entered for both semi-finished and/or finished lens blanks.
The "Sphere per diopter" and "Cylinder per diopter" pricing entries can be used to augment the price contained in the last grid entry. When a lens is priced and its sphere/cylinder is above the breakpoints in last entry, then the price contained in the last entry will be increased by the $ amount specified for each diopter that the Rx prescription is in excess of the breakpoint.
Priceslist – Addon prices
The Addon Price Detail screen grid is similar to the Rx prices grid with the exception that an entry for "Base" materials has been added. Similar to the Base lens style, an entry in the base material column will apply to all materials for the specified lens style, or all lens styles if the "Base material/Base lens style" grid cell is populated with a price.
When adding a new addon price entry, the user can select the type of addon that is being priced. This is controlled by the "Auto Code" entry. Auto code pricing allows addons to be automatically applied to an order when an order goes through its pricing routine. For addon items that the lab wants to aplly manually, set the "Auto code" fields to "Manual Entry".
The lab then selects the "Addon group" that the pricing applies to.
The lab can set the pricing mode for the addon as follows:
- Pair and lens pricing is the same as for "Rx pricing".
- "Price per order" will apply the price to the order regardless of the number of lenses used.
- "Order discount" will apply a discount based on the percentage entered in the grid to all discountable addons that appear above this addon within the addon list, and also to the discountable lenses, frames, temple, side shields and misc prices on the order.
- "Order reduction" will apply a discount based on the percentage entered in the grid to the discountable lenses, frames, temple, side shields and misc prices on the order but not discount any addon entries.
The lab can select if the addon is taxable, or if the addon is set as "Net pricing" which makes it non-discountable. The addon group that the autohas an added style entry for "Base All" that will allow for the setting of a base price for all lens styles.
An "item Discount" allows the lab to set a promotional price discount for the material/lens style combination. The "Item Discounts" are displayed in their own bucket on the order screen "Pricing tab".
When an addon price is set to an "Auto Code" and not "Manual- Addon", it's placement within the addon list can be controlled. The "Keep Addon Separate" checkbox, determines if the addon price will be rolled into the lens price during the order pricing routine. The "Print auto-addon if zero" checkbox when checked will display the addon code in the addon list even if its price is zero.
Order pricing – Pricing tab
There are 2 tabs on the right side of the order maintenance screen that apply to pricing. The Addon tab and the Pricing tab.
The 'Pricing" tab allows the user to set the pricelist used for pricing the order. The default pricelist used when an order is created is dependent on the account in use and the job type selected. Each account allows the lab to maintain separate pricelists for full-service and uncut jobs. The user can chose to change the existing pricelist or enter the pricelist override mode by entering "000" as the pricelist. The override mode allows the user to override all automatically set prices (lens, addons, extra-power, discounts) that would automatically be set when an actual pricelist is assigned to the order.
The user can manually enter prices for frame, temple, side shield, misc 1 and misc 2 items as well as set their discountable and taxable flags.
The pricing tab shows the prices used for the lenses, extra power, addons, addons discounts and item discounts, but these are not modifiable unless the order is in override mode.
The user also has the ability to modify the "tax code" associated with the order. The taxes displayed are automatically calculated by the order pricing routine based on all the taxable prices contained on the order.
Order pricing - Addon tab
Once an order has gone through the pricing routine (automatically run when the "Do Calcs" button is pressed) any addons automatically added to the order will be shown in the addon tab. An addon is differentiated from a manual addon by the 2 character "auto-code" that appears in the first column of the addon grid. The remaining columns show the addon code, the addon description, the quantity for the addon, the per-quantity price and the discountable and taxable flags related to the addon. Note that automatic addons are not modifiable on an order unless the pricelist override is in effect.
To add a new manual addon, select its location within the addon grid and press F7 or the addon browse button at the top of the grid. If you know the addon code, you can also type it into the "addon" column of the grid. If the addon is valid, it will be added to the grid and its pricing information included. In some cases, the addon description, quantity, price, discountable flag and taxable flag can be manually entered, this is controlled by 2 separate flags in the addon maintenance screen. One flag allows access to all these fields while the other limits modifications to the quantity entry only.
Any errors that occur due to pricing will be displayed in the area under the "Do Calcs" button. Note that if an addon is only used to set the job flow variables and no pricing is entered within the pricelist, the error generated by the lack of pricing can be overridden by setting the "allow addon with zero price on order" checkbox located in the addon maintenance program.
Invoicing
The Order Entry screen has been changed to add a new check box, "Print Invoice". When the order is saved and "Print Invoice" is checked, an invoice will be printed automatically for that order.
Invoices can be printed or e-mailed from the Customer Service screen by right clicking on the order and selecting the appropriate option. An invoice can also be viewed by right clicking on the order and selecting "View", and then "View Invoice". The invoice will be displayed in Adobe Reader where it could also be printed, saved to a file, etc.
Under System Settings, "Invoice" tab, the user can set options as to when to print the invoice and what to print on it.
The user will need to set the "Rx Order Invoice Device Name" on the "Orders1" tab.
Then, the user must set the printer for the specified device under the "PDF Printing" tab in Workstation Setup.
