Knowledge Base
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| Modifying A Stock Transfer - Enterprise Stock transfers are used to create stock adjustments for multiple products in one go. Either because they are being sent back to the supplier or because they are being sent to another branch.
(To record stock movements into the practice for more than one product at a time, the purchase order system should be used. See our other articles and training videos on this subject).
The Stock module can be accessed by click the Back Office and System Modules drop-down and clicking Stock.
... Stock - Enterprise |
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| Receiving A Stock Transfer - Enterprise Stock transfers are used to create stock adjustments for multiple products in one go. Either because they are being sent back to the supplier or because they are being sent to another branch.
To record stock movements into the practice for more than one product at a time, the purchase order system should be used. See our other articles and videos on this subject.
The Stock Module is accessed by clicking on the Back Office and System Modules drop-down and then clicking 'Stock'.
... Stock - Enterprise |
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| Creating Staff Types - Enterprise Staff Types are used to allocate appointments to Staff Groups. When you add a User, you allocate them to a Staff Group from this list that you are creating now. They will then be bookable for the appointments in that group. (The appointments are added in 'Appointment Types' in Maintenance). For example, Contact Lens Opticians will be assigned Contact Lens Aftercare appointments and Contact Lens Trial appointments but not Eye Exam appointments.
Navigate to the Maintenance module by clicking on the Back Office and System Modules drop-down and then clicking on 'Maintenance'. Then click 'Users' and then 'Staff Type'.
This will load the following screen.
... Maintenance - Enterprise |
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| Add A New User - Enterprise Please note: We recommend that you complete the 'Staff Type' and 'Form Permissions' sections of Maintenance before completing the Users Tab. If you have not already done so, please go back to the 'Creating Staff Types' and 'Creating or Editing Form Permissions' articles.
Navigate to Maintenance by clicking on the Back Office and System Modules drop-down and selecting 'Maintenance'.
... Maintenance - Enterprise |
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| Understanding Purchase Order References - Enterprise All Purchase Orders are identified by a unique Purchase Order Number which has the following format:
BBB/TXXX
BBB is the Branch Code, T is the Type and XXX is a sequential number.
The Types are as follows:
S - Spectacle, i.e. glazing orders.
L - Lenses ordered separately from the glazing order, e.g. Uncuts or Remote Edged.
F - Frame ordered for a glazing order but from a separate supplier to the workshop.
ST - Stock, i.e. products NOT ordered for a specific patient.
C - Contact Lenses.
So a typical Purchase Order Reference might look like these -
... Stock - Enterprise |
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| Creating Purchase Orders Through The Dispense Module - Enterprise i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial Purchase Order.
Sending it to the supplier.
Recording the goods and services that have been received.
Reconciling the goods received with the supplier invoice.
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
Purchase Orders are created in 5 different ways:
When you create a spectacle order by confirming a dispense.
When you create an order from the CL Management form.
From the Stock Form - e.g. for frame stock.
From the Stock Form - automated 'Impress' ordering.
From the Stock Form - using automated reorder quantities.
This article looks at method 1, creating a Purchase Order through the Dispensing module by confirming a dispense.
Creating A Spectacle Order... Stock - Enterprise |
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| Locking And Unlocking Clinic Times - Enterprise You can now lock and unlock clinic times within the diary. This is a separate feature to reserving appointments.
Locking an appointment is designed to make it difficult to book an appointment in to that slot, with only the user who has locked it/ the user whose clinic it is/ a super user able to unlock it. In this respect a locked appointment is for blocking out time in the clinic that isn’t intended to be booked into, this could be for training, a visit from a rep, or lunch.
Locking An Appointment
To lock an appointment, right click the appointment and select 'Lock Slot & Make Unbookable'.
... Appointment Diary - Enterprise |
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| Defaulting Lunches As Locked/Unlocked - Enterprise By default, lunches are marked as locked. However, should you wish this to be just a 'Reserved' appointment, you can do so through the Users tab in Maintenance.
Click the 'Edit' button next to the user you wish to change their lunch set up.
... Appointment Diary - Enterprise |
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| Deleting A Clinical Record To delete a clinical record, navigate to Maintenance > Misc > Delete Clinical Record.
... Clinical Records - i-Clarity |
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| Custom Appointment Durations - Enterprise You may have a user who needs a different amount of time to carry out an appointment to the one that the appointment is set to. E.g. you may set an eye exam to be 30 minutes, but your pre-reg optometrist may need 45 minutes. In order that the correct amount of time is blocked out for the pre-reg, without users having to manually alter appointment times, you can create custom appointment lengths.
Click the Back Office & System Modules drop-down and then click on 'Maintenance' to navigate to the Maintenance module.
... Maintenance - Enterprise |