It’s important to record what your lab charged you and the wholesale invoice number. This ensures accurate COGS tracking and makes it easy to recall invoice details later if you need to process a remake or dispute a charge.
Check Lab Status
Go to
Lab Status and locate the Order / Job # for the glasses you’ll be marking as received. No action is needed here—just copy or remember this number for the next step.
Open Receiving
Click
Receiving, enter the Job # in the text box, and press Enter on your keyboard. Do not click Received yet—this comes later.
Record Invoice & Costs
When the pop-up appears, enter the
Wholesale Invoice Number and the Wholesale Cost your lab charged. Click OK when done.If an order contains more than one pair of Rx glasses, SpexMan will automatically prompt you to enter each invoice number and cost one after another until all jobs are recorded. You can always enter the unique job # if you just want to go straight to recording that pairs data.
Mark Order as Received
Click
Mark Received. This indicates to your store that the order has arrived safely in your office.
Run Lab Cost Report
Go to
Lab Cost Report, select a Date Range of when jobs were ordered, and run the report to see a clean list of lab charges. This helps with verifying COGS and recalling invoices for remakes or disputes.
