Optizone Enterprise - Brochure Inventory ordering from client file - Newsletter 103 Individual inventories are highly specialized, select the appropriate inventory module and enter items by pushing add. Be sure to enter the store location if you have more than one. This will assure that inventory on hand only shows at the proper location. You are able to view inventory when adding to client file by checking the show all locations button and then selecting a supplier. These screens must be filled in prior to using the Insert From Inventory buttons. Form description: Add to file- the quantity of product typically being inserted to the patient file Type- description of product that is inserted to invoice or patient file Quick Code- for easy reference and search Supply code- numeric or character tracking of inventory items Control- the wholesale price of the product Retail price- selling price Quantity in stock- amount on hand Reorder level- when the quantity falls below this level it will show on reorder inventory Deductible- the in-house Contact Lens Warranty price Quantity sold- how many have been sold since this item was added to inventory Pick supplier- create from default settings in the supplier phone book Charge Tax- Select the proper taxes to charge by checking the appropriate buttons. Default tax settings are located in Business Information. Parameters available - For the eyeglass lens and contact lens prescriptions, you can define what powers the product is available in for future reference. Inventory search by list: You can view on inventory lists by filtering by location and supplier. Contains - is a special tool for searching for items by description, type the characters found in the descriptions and a search will limit the results to that criteria. Inventory reports are available by supplier, complete detail and summary. Make a separate summary report for each specialized inventory for year end tax accounting.  Under inventory security, you can track items "Inserted" onto client files without a invoice being generated. These items can be corrected by generating an invoice under that client file for manager correction and control. Bulk orders of inventory - contact lenses, eyeglass lenses and or eyeglass frames. Bulk orders of inventory that were not available from stock can be ordered from the client files. For instance, if a client had a frame ordered on his eyeglass file, the days order can be generated and subjugated by supplier and business location. At the end of day, all the frames required could be ordered by individual suppliers by fax or e-mail. Certain requirements have to be made to achieve this. 1. The client has to have an order for contact lenses, eyeglass lenses and or eyeglass frames created on their file. 2. The "Ordered" check button must be off. 3. The model or type field must not be empty. 4. Supplier name and account should be filled in for faxing to supplier. *But not required if phoning the orders to the supplier. To use the tool, go to the inventory menu and select "Order Inventory", select "From Client File" and choose department. i.e. contacts, glasses. Use the 1-2-3 order description tools to create the desired list. Print to fax or e-mail and send. When completed, use the "Update" button to mark the product ordered on the client file. The products will not show on this list again unless the "Ordered" button is clicked off.