Ordering Miscellaneous Items

You can create orders for miscellaneous items such as exam fees, frames, accessories, gift cards, repair charges, and shipping fees, or add them to existing non-invoiced eyeglass or contact lens orders.

The following procedures explain how to add individual items to an order.

Adding a Miscellaneous Item to a Non-Invoiced Eyeglass or Contact Lens Order

  1. On the left side of the Demographics screen, click Material Orders.
  2. Click the Non-Invoiced tab, if it is not already displayed.
  3. Locate the order in the Non-Invoiced Orders list and select Price from the Actions drop-down list.

    The Current Pricing screen opens.

  4. Follow the directions in the relevant procedure below, starting with step 3.
  5. Once you have completed all the steps, price and invoice the order, as appropriate.

Adding an Inventory Frame to a Miscellaneous Order

You can use this procedure to add a frame from your inventory to an order (for example, when you are creating an order for non-prescription glasses such as plano sunglasses).

  1. On the left side of the Demographics screen, click Material Orders.
  2. Under Create an Order, click Add Miscellaneous Order.

    The Current Pricing screen opens.

  3. Click + Frame.
  4. 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.

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

    If the frame has not already been priced for your practice, the Frame Price window opens. Complete these steps:

    1. Record a Retail Price for the frame.
    2. Click Save.

    If the frame you need is not listed, click +Custom Frame to create it. For more information, go to Setting Up Custom Frames.

  7. Click Add To Order.

Adding an Accessory to a Miscellaneous Orders

  1. On the left side of the Demographics screen, click Material Orders.
  2. Under Create an Order, click Add Miscellaneous Order.

    The Current Pricing screen opens.

  3. Click + Accessory.
  4. Select the Item #.
  5. Record the Quantity and Price.
  6. Click Add To Order.

Adding a Gift Card to a Miscellaneous Order

  1. On the left side of the Demographics screen, click Material Orders.
  2. Under Create an Order, click Add Miscellaneous Order.

    The Current Pricing screen opens.

  3. Click + Gift Card.
  4. Record the Card Number, Amount, and Quantity.
  5. Click Add Gift Card.

Adding Repair Charges to a Miscellaneous Order

  1. On the left side of the Demographics screen, click Material Orders.
  2. Under Create an Order, click Add Miscellaneous Order.

    The Current Pricing screen opens.

  3. Click + Repair Charges.
  4. Select the Item # for the repair item.
  5. Record the Quantity and Price.
  6. Click Add To Order.

Adding a Shipping Fee to a Miscellaneous Order

  1. On the left side of the Demographics screen, click Material Orders.
  2. Under Create an Order, click Add Miscellaneous Order.

    The Current Pricing screen opens.

  3. Click + Shipping Fee.
  4. Select a Shipping Method.
  5. Click Add To Order.

Adding a Miscellaneous Fee to a Miscellaneous Order

  1. On the left side of the Demographics screen, click Material Orders.
  2. Under Create an Order, click Add Miscellaneous Order.

    The Current Pricing screen opens.

  3. Click + Misc. Fee.
  4. Select a miscellaneous fee.
  5. Click Add To Order.

Related Topics