Copying Eyeglass Orders

To create a new order, you can copy an existing invoiced eyeglass order. The entire order, including Rx and lab information, is copied.

  1. On the left side of the Demographics screen, click Material Orders.
  2. Locate the order you want to copy in the Invoiced Orders grid, and select Copy from the Actions drop-down list.

  3. Select insurance for the new order.
  4. On the Order Summary screen, review the shipping, lab, frame, Rx, lens, and pricing information for the order, and click Change to edit, if necessary.
  5. To print the order summary, click Print Summary.
  6. Perform one of the following steps:
    • Click Save Draft to save the order without completing it and return to the Material Orders window.

      The order appears in the Draft Orders list.

      When an order is in Draft, any authorizations associated with it remain available for use on other orders.
    • Click Continue to Pricing to open the order in the Order Pricing window.

      For more information on pricing orders, go to Pricing and Adding Insurance to Orders.