🚧 Getting Started

How to Checkout an Item

How to Create an Order for Prescription Eyeglasses

Tool to Create Lens Bundle Pricing

Add / Edit a Lens in Inventory

Tool to Create Tints Pricing for Lenses

Add / Edit a Coating in Inventory

Add / Edit a Tint in Inventory

How to manage Orders  

Using Order Detail Page to manage everything related to an Order

Send Order to the Lab & Print lab tickets 

Manage Orders which have been sent to Lab

Receiving Lab Orders

Set Orders as Ready for Pickup by Customer

Inform Customer about Pickup by sending notifications via email

Dispense Order - Deliver order to customer

How to Find and Select Any Customer

Add Outsider Prescription (Rx) for a customer (EyeExam)

Add / Edit a Customer Profile

Delete an invoice/order permanently

Learn about the Data Grid & Action bar with Frames as an example

Bulk Add / Edit Frame Inventory with Excel

Use Master Online Catalog to Add Frames in Inventory quickly

Add / Edit a Product or Service in Inventory

Give a discount on an Item or whole Order - % or $ terms

Add / Edit a Frame in Inventory

Bulk Add Frames Quickly with Table View

Strategy For Bulk Printing Frame Labels and Staying Organized

Add / Edit an Add-On / Supplement

Bulk Update Product Items in Inventory via Excel file 

Beginner Video Training

How to use Action Toolbar & Data Grid

How to Process Orders Using patient’s own frame (POF)

Sell Random Items that are not in Inventory

Checkout with taking partial or full Payment

Checkout without taking Payment - Pay later

Delete items from the Cart

Change Item Quantity and Price

Apply Taxes to Order

Add / Edit Employees 

Add / Edit Common Prescribing Doctors

Add / Edit Vendors for Labs & Frames

How to Add Services as Items in the Inventory?

How are Stock levels in inventory computed?

What is the Publish functionality on Product Items?

Give a quotation to the customer

How to handle Pending Orders / Abandoned Carts?

How to Print or Email Invoice at Checkout

Editing lens options after adding to the Cart

 How to Handle Pending Payments

How to Add Frame Image


Allocating Payments to Orders

Adjust Lens or Frame Prices in Bulk

Discount Reasons Setup

Adding a New Frame to Inventory

Managing Frame Inventory: Vendors, Manufacturers, and Collections

Adding or editing lab special instructions after checkout completed

How to Print Product Labels

Edit or add a discount on an existing order

Tracking Late Optical Orders

Add Favorite Lenses

Receiving an Order vs. a Single Job

Dispensing an Order vs. a Single Job

Understanding Order Numbers vs. Transaction Numbers

How to create a balance lens

Sending Orders To Lab via VisionWeb

Setup VisionWeb Integration

Recording Lab Wholesale Invoice Data for Customer Jobs

Setup of fees for prism by diopter

How do I create a drill-mount fee as an add-on?

Add or Edit a Patient Own Frame (POF) Fee

Email Setup

Setup Sales Tax

Inactivate or Mark Customer as Deceased

Add insurance payers

Add Customer Alerts

Add Custom QR Codes to Customer Invoices

Pick or Add Customer before starting Checkout

Screenshot Frame Images

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Learn about managing products and inventory. From Bulk import to automatic pulling from internet based on SKU.

Inventory Management

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How to Add Frame Image