Finding Products and Services
Only users in distribution centers and the administrative location can modify information in the Products window.
- Open the Products window. For more information, go to Opening the Products Window.
The Products window opens.
- 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.
- To add a new product or service through the Find Product window, follow the instructions below:
- Select a product type from the Product Type drop-down menu.
- Click Add Product.
The Products window opens.
- 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.
- 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.
- Select a product manufacturer from the Manufacturer drop-down menu or select a service CPT code radio button.
- If you are searching for ophthalmic lenses, select search criteria from the Color, Material, or Cat/Base drop-down menus.
- Type a product or service name in the Product Name text box.
- Select the Show Consignment Items ONLY check box if you want to maintain product or service information for consignment items.
- Select the Include inactive products check box if you want to maintain product or service information for inactive products or services.
- Click F2-Find or press Enter to search for a product or service.
- 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.
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