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Introduction:
This document provides instructions for entering Credit Memos for Stock Lens, Frames and Miscellaneous items through the Stock Billing menu.
Procedure:
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From the Optifacts main menu:
Type 6 – Stock Pricing and press enter.
Note: Any credit you apply to an account through stock pricing will go toward current balances only. To apply a credit to a past due balance, you must use Accounts Receivable, Daily Routines, Add a Transaction.
The Invoicing Information screen displays.
- Type the Account Number and press enter.
Note: If the account number is unknown, type the first few letters of the account name to display a list of accounts.
- The Invoice Number is automatically assigned by Optifacts.
- Type the Patient Name and press enter.
- Type the Purchase Order No. and press enter. (Optional)
- Type Y to continue or N to edit the information.
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- Type the Tray Number and press enter if not automatically assigned by Optifacts.
- Type the Date needed and press enter. (Optional)
- Type the Time needed and press enter. (Optional)
- Type the Tray Notes and press enter. (Optional)
- Type the Material Code to Post Invoice by and press enter.
- Note: Pressing (?) in the Material Code field will display a list of options.
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The Billing Information displays.
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- To apply postage, type 2 and press enter. A field will display allowing entry of the Handling Cost amount.
BILLING
---------------
1) NOT POST TO AR
2) POSTAGE
3) SPEC DISC %
4) SPEC DISC $
5) NET INVOICING
6) PRICING DEBUG
7) CONTINUE
Handling Cost . . . [1.50 ] Select Option 7
- To apply a special discount, type 3 to apply a percentage or 4 to apply a dollar value. A field will display allowing entry of the amount.
BILLING
---------------
1) NOT POST TO AR
2) POSTAGE
3) SPEC DISC %
4) SPEC DISC $
5) NET INVOICING
6) PRICING DEBUG
7) CONTINUE
Special Discount % [50 ] Select Option 7
- To flag the order as Net, type 5 and press enter.
- To view pricing debug, type 6 and press enter.
- Type 7 and press enter to continue.
- Type the Stock Option code and press enter. Type (?) to display a list of options.
- Follow the on screen prompts to continue the order.
┌────────────────────────────────────────────────────────┐
│ │
┌───│ VALID STOCK OPTION INPUTS │─────────────────┐
│Sto│ │/ Price/ │
│Opt│ L = Stock Lens By Description │ Line │
│---│ I = Stock Lens By Sku Number │--- -------- │
│ ? │ C = Contact Lens │ │
│---│ F = Frame │--- -------- │
│---│ FH = Frame Half │--- -------- │
│---│ FT = Frame Temple │--- -------- │
│---│ FF = Frame Fronts │--- -------- │
│---│ M = Miscellaneous, Tax Misc │--- -------- │
│---│ MA = Miscellaneous, Tax A │--- -------- │
│---│ MB = Miscellaneous, Tax B │--- -------- │
│---│ O = Option Table, Tax Misc │--- -------- │
│---│ OA = Option Table, Tax Misc A │--- -------- │
│---│ OB = Option Table, Tax Misc B │--- -------- │
│---│ T = Text Line │--- -------- │
│---│ TT = Many Text Lines │--- -------- │
│---│ Q = Quit PQ = Promo Override │--- -------- │
│ │ CTRL/E = Edit line │ │
│ │ Hit key to continue │ │
└───└────────────────────────────────────────────────────────┘─────────────────┘
Some examples of different types of Stock Orders will follow on the next pages.
- Stock Lenses Credit by Description:
- Select Option code L and press Enter to display the following window.
│┌──────────────────────────────────────────────────────────────────────────┐ │
││ │ │
││ Mat Style Diameter Color Sphere Cylinder Quantity Price Cost │ │
││ --- ----- -------- ----- ------ -------- -------- ----- ---- │ │
││ P SV 70.0 W -1 0.0 -0.5 2.50 [0.00 ] │ │
││ SKU #[ ] │ │
│└──────────────────────────────────────────────────────────────────────────┘ │
- Fill in the applicable information pressing Enter past each field.
NOTE: When entering a lens order by description, the value for one lens is .5 and 1 for a pair.
The quantity must be entered as a negative value when issuing a credit memo.
┌──────────────────────────────────────────────────────────────────────────────┐
│Stock Price/ Price/ │
│Option Quantity Description Item Line │
│------ -------- ------------------------------- -------- -------- │
│ 1 -0.5 SV 1.498 Plas PLANO 70MM W 2.500 -1.25 │
│[L ] │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│ │
│ Press '?' for help Invoice Total = -1.25 │
└──────────────────────────────────────────────────────────────────────────────┘
- Respond to the tax and discount questions, pressing Enter past each field.
- If a SKU is found for the lens, Optifacts will display the SKU number. Press Enter.
- Continue with more entries or press Q to quit when complete.
- Stock Lenses Credit by SKU:
- Stock Credit entry by SKU is not available.
- Miscellaneous Credit:
- Select Option code M and press Enter.
- Type the quantity using a (-) minus sign to indicate a negative value and press Enter.
- Type the description and press Enter.
- Type the price and press Enter.
- Respond to the tax and discount questions, pressing Enter past each.
┌──────────────────────────────────────────────────────────────────────────────┐
│Stock Price/ Price/ │
│Option Quantity Description Item Line │
│------ -------- ------------------------------- -------- -------- │
│ M -1.0 TEST MISC CREDIT 10.000 -10.00 │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│ Is this item Fed taxable? . . . . .[Y] │
│ │
└──────────────────────────────────────────────────────────────────────────────┘
- Continue with more entries or press Q to quit when complete.
- Frame Credit:
- Select Option code F and press Enter.
- Type the Frame SKU and press Enter.
- Type the quantity using a (-) minus sign to indicate a negative value and press Enter.
- Respond to the tax and discount questions, pressing Enter past each.
┌──────────────────────────────────────────────────────────────────────────────┐
│Stock Price/ Price/ │
│Option Quantity Description Item Line │
│------ -------- ------------------------------- -------- -------- │
│ 1 1.0 1226,ALTAIR EYEWEAR, -50.000 -50.00 │
│ 2 52.0:21.0 135.0 LIGHT BRONZE FL │
│[F ] │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│------ -------- ------------------------------- -------- -------- │
│ │
│ Press '?' for help Invoice Total = -50.00 │
└──────────────────────────────────────────────────────────────────────────────┘
- Continue with more entries or press Q to quit when complete.
- Option Table Entries:
- Select Option code O and press Enter.
- Type the quantity using a (-) minus sign to indicate a negative value and press Enter.
- Type the Option Code or press Enter to scroll through the available items.
- Type Y to select the displayed option or N to view more.
┌──────────────────────────────────────────────────────────────────────────────┐
│Stock Price/ Price/ │
│Option Quantity Description Item Line │
│------ -------- ------------------------------- -------- -------- │
│ O │
│┌──────────────────────────────────────────────────────────────────────────┐ │
││ │ │
││ │ │
││ CONSUMABLES/PARTS PRICING OPTIONS │ │
││ │ │
││ │ │
││ Option Code. . . . . . . 6-198 │ │
││ Option Description . . . RED DYE │ │
││ Consumable/Part Type . . BPI │ │
││ │ │
││ Unit . . . │ │
││ Unit Qty . . . 0.0 │ │
││ │ │
││ Press esc to return to Stock Option . . . │ │
││ More than one entry exist, is this the correct one (Y/N)?. .[Y] │ │
└│ │──┘
└──────────────────────────────────────────────────────────────────────────┘
- Continue with more entries or press Q to quit when complete.
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