Looking Up Frames and Accessories in Inventory

This section describes how to look up frames and Accessories in your inventory. Topics include:

Using the Lookup Tab

  1. Click Inventory and select Product Inventory.
  2. Click the Lookup tab.
  3. Select the Item Type for the item you want to locate.

  4. If you know the UPC Code and/or Item Number you want to locate, enter it and click Search.

    If you do not know the UPC or item number, or if you want a more refined search, go to Using the Stock Item Search to Look Up Frames or Using the Stock Item Search to Look Up Accessories.

    The following inventory information for the item displays under Inventory Balance:

    • On Hand: The actual inventory count at the location.
    • On Order: The number of inventory items on order from vendors.
    • In Transit: All inventory items in transit from one location to another that are not for specific patient orders.
    • WIP (work in progress): All inventory items currently at the location that have been placed into production for an existing order (that is, products waiting for customer pickup).
    • WIP In Transit (work in progress in transit): All inventory items in transit from one location to another location for specific patient orders.
    • Committed: All sold, but not yet dispensed, inventory items. All WIP and WIP In Transit items are included in Committed quantities.
  5. Select an item and click Recalculate, or click Recalculate All to recalculate the WIP, WIP In Transit, and Committed totals. Recalculate All is available only for frames.

Using the Stock Item Search to Look Up Frames

To refine your frame search, use the Stock Item Search.

  1. On the Inventory Lookup tab, select Frames for the Item Type.
  2. Click the Lookup link next to the Search button.

    The Stock Item Search window opens.

  3. Enter the manufacturer, collection, model number, color, eye size, and/or UPC for the frame you want to locate.

    Entering more frame information provides more precise results.

  4. Click Search.
  5. Select a frame from the list.

    If the frame has not already been priced for your practice, the Frame Price window opens. Record a Retail Price for the frame, and click Save.

    The details for the selected frame appear on the Lookup tab.

Using the Stock Item Search to Look Up Accessories

To refine your accessory search, use the Stock Item Search.

  1. On the Inventory Lookup tab, select Accessory for the Item Type.
  2. Click the Lookup link next to the Search button.

    The Stock Item Search window opens.

  3. Select the Accessory you want to locate.
  4. Click Search.
  5. Select an accessory from the list.

    The details for the selected accessory appear on the Lookup tab.