Difference between revisions of "Maintaining the Contact Lenses Module"
From Optisoft
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| + | ==Adding Suppliers== | ||
| + | In order to add products into Optisoft.NET, you will need to add Suppliers first. To add a Supplier through the Contact Lens module, do the following: | ||
| + | *Go to the Contact Lens module. | ||
| + | *Either click the Supplier button onscreen, or go to the Maintenance tab and click Suppliers. | ||
| + | *Enter the name, address and contact details of the Supplier. | ||
| + | *From the Type list, double click on each Product Type that your Supplier provides. This will add the Types to the Selected list. | ||
| + | *Click Save or use the auto save feature. | ||
| + | |||
| + | ==Status== | ||
| + | Status's allow you to track your Dispenses through to their collection. There are a few fixed Status's that must be retained, however, you can create your own custom status's in the following way: | ||
| + | *Go to the Contact Lens module. | ||
| + | *Click on the Maintenance tab. | ||
| + | *Click the Status button. | ||
| + | *Enter a Status Name. | ||
| + | *Choose a colour. | ||
| + | *Select a validation option. | ||
| + | *If you would like to send a notification when dispenses are updated to your new status, then select a notification category from the list. | ||
| + | *Click Save or use the Auto Save feature. | ||
| + | *After you have Saved, you can move your new Status to the correct position, but using the Up and Down buttons on the right hand side. | ||
| + | |||
[[Contact Lenses|Back]] | [[Contact Lenses|Back]] | ||
[[Optisoft.NET Help|Home]] | [[Optisoft.NET Help|Home]] | ||
Latest revision as of 16:32, 6 March 2023
Adding Suppliers
In order to add products into Optisoft.NET, you will need to add Suppliers first. To add a Supplier through the Contact Lens module, do the following:
- Go to the Contact Lens module.
- Either click the Supplier button onscreen, or go to the Maintenance tab and click Suppliers.
- Enter the name, address and contact details of the Supplier.
- From the Type list, double click on each Product Type that your Supplier provides. This will add the Types to the Selected list.
- Click Save or use the auto save feature.
Status
Status's allow you to track your Dispenses through to their collection. There are a few fixed Status's that must be retained, however, you can create your own custom status's in the following way:
- Go to the Contact Lens module.
- Click on the Maintenance tab.
- Click the Status button.
- Enter a Status Name.
- Choose a colour.
- Select a validation option.
- If you would like to send a notification when dispenses are updated to your new status, then select a notification category from the list.
- Click Save or use the Auto Save feature.
- After you have Saved, you can move your new Status to the correct position, but using the Up and Down buttons on the right hand side.
