Finding Products and Services

Only users in distribution centers and the administrative location can modify information in the Products window.

  1. Open the Products window. For more information, go to Opening the Products Window.

    The Products window opens.

  2. To conduct an advanced search for a product, click Advanced Search to open the Find Product window and search for a product using additional criteria. Right-click on a product in the Find Product window to view the product’s inventory by location.
  3. To add a new product or service through the Find Product window, follow the instructions below:
    1. Select a product type from the Product Type drop-down menu.
    2. Click Add Product.

      The Products window opens.

    3. Add additional product or service information before recording this product or service on a fee slip or maintaining inventory for this product. For more information on recording product or service information, go to Recording Product Information or Recording Service Information.
  4. Select a product or service from the Product Type drop-down menu.

    Frame and lens add-ons are included in the Other and Lens Treatment product types.

  5. Select a product manufacturer from the Manufacturer drop-down menu or select a service CPT code radio button.
  6. If you are searching for ophthalmic lenses, select search criteria from the Color, Material, or Cat/Base drop-down menus.
  7. Type a product or service name in the Product Name text box.
  8. Select the Show Consignment Items ONLY check box if you want to maintain product or service information for consignment items.
  9. Select the Include inactive products check box if you want to maintain product or service information for inactive products or services.
  10. Click F2-Find or press Enter to search for a product or service.
  11. Double-click a product or service to view or modify information. For more information on recording or modifying product or service information, go to Recording Product Information or Recording Service Information.

    Drag and drop column headings to rearrange column views.