Optisoft - User contributions [en-gb]

Cash

2025-12-08T11:45:20Z

Optiwiki: /* Correction Wizards */

__FORCETOC__
=Overview=
<center>[[image:CashMainMay23.png|border|1020px]]</center>

=Using the Cash Module=
==Creating a Transaction==
Find out how to put a transaction into the Cash module by clicking the link below.

[[Creating a Transaction|Creating a Transaction]]

==Adjusting a Transaction==
Find out how to Adjust the price of products during a transaction by clicking the link below.

[[Adjusting a Transaction|Adjusting a Transaction]]

==Correction Wizards (Refunds)==
See how to do a refund using the Correction Wizards using the link below.

[[Correction Wizards|Correction Wizards]]

==Petty Cash==
Use the link below to find out how to process Petty Cash through the Cash module.

[[Selling Petty Cash|Selling Petty Cash]]

=Setting up the Cash Module=
Before you can use the Cash module, some setup will be required.

Most of the Maintenance in Optisoft.NET can be done on the fly, or through the Maintenance Tab located in the menu ribbon at the top of the screen.

[[Maintaining the Cash Module|Maintaining the Cash Module]]

[[Optisoft.NET Help|Home]]

Cash

2025-12-08T11:43:47Z

Optiwiki:

__FORCETOC__
=Overview=
<center>[[image:CashMainMay23.png|border|1020px]]</center>

=Using the Cash Module=
==Creating a Transaction==
Find out how to put a transaction into the Cash module by clicking the link below.

[[Creating a Transaction|Creating a Transaction]]

==Adjusting a Transaction==
Find out how to Adjust the price of products during a transaction by clicking the link below.

[[Adjusting a Transaction|Adjusting a Transaction]]

==Correction Wizards==
See how to do a refund using the Correction Wizards using the link below.

[[Correction Wizards|Correction Wizards]]

==Petty Cash==
Use the link below to find out how to process Petty Cash through the Cash module.

[[Selling Petty Cash|Selling Petty Cash]]

=Setting up the Cash Module=
Before you can use the Cash module, some setup will be required.

Most of the Maintenance in Optisoft.NET can be done on the fly, or through the Maintenance Tab located in the menu ribbon at the top of the screen.

[[Maintaining the Cash Module|Maintaining the Cash Module]]

[[Optisoft.NET Help|Home]]

Using the Messenger Tab

2023-06-07T13:19:09Z

Optiwiki:

The Messenger tab allows users to send instant messages to each other, within the same database.

<center>[[image:MessengerTabMay23.png|border|400px|Appointments Module]]</center>

To send a message, do the following:
*Click the New Conversation button
*Select the users you wish to include, then click Create.
*Type your first message and press Send.

You will then be able to send instant messages to each other.

All conversations that are relevant to your user, will be listed on the Messages tab.

You can also see which users are currently Online, on the users tab.

To change your current status, use the Status drop down to select one of the following 4 options:
*Online
*Away
*Do Not Disturb
*Offline

[[Activity Pane|Back]]

[[Optisoft.NET Help|Home]]

Using the Messenger Tab

2023-06-07T13:18:55Z

Optiwiki:

This page is currently under construction
The Messenger tab allows users to send instant messages to each other, within the same database.

<center>[[image:MessengerTabMay23.png|border|400px|Appointments Module]]</center>

To send a message, do the following:
*Click the New Conversation button
*Select the users you wish to include, then click Create.
*Type your first message and press Send.

You will then be able to send instant messages to each other.

All conversations that are relevant to your user, will be listed on the Messages tab.

You can also see which users are currently Online, on the users tab.

To change your current status, use the Status drop down to select one of the following 4 options:
*Online
*Away
*Do Not Disturb
*Offline

[[Activity Pane|Back]]

[[Optisoft.NET Help|Home]]

Using the Messenger Tab

2023-06-07T13:17:20Z

Optiwiki:

Using the Messenger Tab

2023-06-07T13:06:00Z

Optiwiki:

This page is currently under construction
The Messenger tab allows users to send instant messages to each other, within the same database.

<center>[[image:MessengerTabMay23.png|border|400px|Appointments Module]]</center>

To send a message, click the New Conversation button and select the users you wish to include.

You will then be able to send instant messages to each other.

All conversations that are relevant to your user, will be listed on the Messages tab.

You can also see which users are currently Online, on the users tab.

[[Activity Pane|Back]]

[[Optisoft.NET Help|Home]]

Using the Appointments Tab

2023-06-07T13:01:48Z

Optiwiki:

The Appointments tab allows you to manage your next appointments directly from the Activity Pane, without the need to open the Appointments module.

<center>[[image:AppointmentsTabMay23.png|border|400px|Appointments Module]]</center>

The Appointments tab will show you the next 2 appointments for each Diary you have selected in the diaries filter.

If you hover over each appointment, you will see the appointment details popup, the same as you would in the Appointment Module.

You can also right click on each appointment and be presented with the following menu:
*Edit - This will take you to the appointment details screen.
*Source - The will allow you to update your appointments Source.
*Reason - The will allow you to update your appointments Reason.
*Status - The will allow you to update your appointments Status.
*Outcome - The will allow you to update your appointments Outcome.
*Notification - The will allow you to update your appointments Notification.

[[Activity Pane|Back]]

[[Optisoft.NET Help|Home]]

Using the Appointments Tab

2023-06-06T10:46:36Z

Optiwiki:

This page is currently under construction

The Appointments tab allows you to manage your next appointments directly from the Activity Pane, without the need to open the Appointments module.

<center>[[image:AppointmentsTabMay23.png|border|400px|Appointments Module]]</center>

The Appointments tab will show you the next 2 appointments for each Diary you have selected in the diaries filter.

If you hover over each appointment, you will see the appointment details popup, the same as you would in the Appointment Module.

You can also right click on each appointment and be presented with the following menu:
*Edit - This will take you to the appointment details screen.
*Source - The will allow you to update your appointments Source.
*Reason - The will allow you to update your appointments Reason.
*Status - The will allow you to update your appointments Status.
*Outcome - The will allow you to update your appointments Outcome.
*Notification - The will allow you to update your appointments Notification.

[[Activity Pane|Back]]

[[Optisoft.NET Help|Home]]

Using the Appointments Tab

2023-05-31T13:42:42Z

Optiwiki:

Using the Messenger Tab

2023-05-31T13:42:02Z

Optiwiki:

Using the Messenger Tab

2023-05-31T13:41:51Z

Optiwiki:

Using the Messenger Tab

2023-05-31T13:41:43Z

Optiwiki:

Using the Messenger Tab

2023-05-31T13:41:17Z

Optiwiki:

This page is currently under construction

MessengerTabMay23.png

[[Activity Pane|Back]]

[[Optisoft.NET Help|Home]]

File:MessengerTabMay23.png

2023-05-31T13:41:01Z

Optiwiki:

Using the Appointments Tab

2023-05-31T13:40:46Z

Optiwiki:

This page is currently under construction

AppointmentsTabMay23.png

[[Activity Pane|Back]]

[[Optisoft.NET Help|Home]]

File:AppointmentsTabMay23.png

2023-05-31T13:40:33Z

Optiwiki:

Using the Messenger Tab

2023-05-31T13:37:08Z

Optiwiki:

This page is currently under construction

[[Activity Pane|Back]]

[[Optisoft.NET Help|Home]]

Using the Appointments Tab

2023-05-31T13:36:57Z

Optiwiki:

This page is currently under construction

[[Activity Pane|Back]]

[[Optisoft.NET Help|Home]]

Using the Messenger Tab

2023-05-31T12:41:03Z

Optiwiki: Created page with "This page is currently under construction"

This page is currently under construction

Using the Appointments Tab

2023-05-31T12:14:41Z

Optiwiki: Created page with "This page is currently under construction"

This page is currently under construction

Activity Pane

2023-05-31T12:14:18Z

Optiwiki:

=Overview=
The Activity Pane consists of the Current and ToDo Tabs.

They are designed to help you manage your patients whilst in your practice and any outstanding issues that need completing.

<center>[[image:ActivityCurrent.png|border|400px]]</center>

=Using the Activity Pane=
==Current Tab==
The Current Tab is designed to allow you to keep track of which patients are currently in your practice, by a means of moving them through a list of Stages, until you remove them from the list.

To see how to do this click the link below.

[[Using the Current Tab|Using the Current Tab]]

==ToDo Tab==
The ToDo Tab allows you to create ToDo's for patient records, or as a reminder of other outstanding issues (Task).

To see how to do this click the link below.

[[Using the ToDo Tab|Using the ToDo Tab]]

==Appointments Tab==
The Appointment Tab will show you the next 2 future appointments for each diary.

You can manage the displayed appointments in the same way as the Appointment Module, by using the Right Click Menu.

To see how to do this click the link below.

[[Using the Appointments Tab|Using the Appointments Tab]]

==Messenger Tab==
The Messenger Tab allows you to send instant messages to other users in your database.

To see how to use the Messenger tab click the link below.

[[Using the Messenger Tab|Using the Messenger Tab]]

=Setting up the Activity Pane=
To see how to setup the options within the Activity Pane, click the link below.

[[Setting up the Activity Pane|Setting up the Activity Pane]]

[[Optisoft.NET Help|Home]]

Activity Pane

2023-05-31T12:12:35Z

Optiwiki: /* Appointments Tab */

=Overview=
The Activity Pane consists of the Current and ToDo Tabs.

They are designed to help you manage your patients whilst in your practice and any outstanding issues that need completing.

<center>[[image:ActivityCurrent.png|border|400px]]</center>

=Using the Activity Pane=
==Current Tab==
The Current Tab is designed to allow you to keep track of which patients are currently in your practice, by a means of moving them through a list of Stages, until you remove them from the list.

To see how to do this click the link below.

[[Using the Current Tab|Using the Current Tab]]

==ToDo Tab==
The ToDo Tab allows you to create ToDo's for patient records, or as a reminder of other outstanding issues (Task).

To see how to do this click the link below.

[[Using the ToDo Tab|Using the ToDo Tab]]

==Appointments Tab==
The Appointment Tab will show you the next 2 future appointments for each diary.

You can manage the displayed appointments in the same way as the Appointment Module, by using the Right Click Menu.

==Messenger Tab==
The Messenger Tab allows you to send instant messages to other users in your database.

=Setting up the Activity Pane=
To see how to setup the options within the Activity Pane, click the link below.

[[Setting up the Activity Pane|Setting up the Activity Pane]]

[[Optisoft.NET Help|Home]]

Activity Pane

2023-05-31T12:12:14Z

Optiwiki:

=Overview=
The Activity Pane consists of the Current and ToDo Tabs.

They are designed to help you manage your patients whilst in your practice and any outstanding issues that need completing.

<center>[[image:ActivityCurrent.png|border|400px]]</center>

=Using the Activity Pane=
==Current Tab==
The Current Tab is designed to allow you to keep track of which patients are currently in your practice, by a means of moving them through a list of Stages, until you remove them from the list.

To see how to do this click the link below.

[[Using the Current Tab|Using the Current Tab]]

==ToDo Tab==
The ToDo Tab allows you to create ToDo's for patient records, or as a reminder of other outstanding issues (Task).

To see how to do this click the link below.

[[Using the ToDo Tab|Using the ToDo Tab]]

==Appointments Tab==
The Appointment Tab will show you the next 2 future appointments for each diary.

You can manage the displayed appointment in the same way as the Appointment Module by using the Right Click Menu.

==Messenger Tab==
The Messenger Tab allows you to send instant messages to other users in your database.

=Setting up the Activity Pane=
To see how to setup the options within the Activity Pane, click the link below.

[[Setting up the Activity Pane|Setting up the Activity Pane]]

[[Optisoft.NET Help|Home]]

Reports

2023-05-31T12:08:02Z

Optiwiki:

__FORCETOC__

=Overview=
Optisoft.NET has a selection of Reports that gives you detailed information about your data. Each module has its own set of Reports as listed below.

<center>[[image:ReportsPatientSummary2022.png|border|1020px|Reports Module]]</center>

=Using the Reports Module=
When first open the Reports Module you will be asked to select a report from the module buttons in the toolbar.

Each Report is presented in its own Tab control, which will list across the top of the screen, so you can load more than one report at once.

You can easily Print and Export (to Excel or PDF) any report by using the corresponding buttons in the Ribbon.

=Reports=
==Patient Reports==
To view your Patient Reports open the Reports Module, then click on the Patient button in the ribbon. Select the necessary Report to generate it.

A list of Patient reports can be found using the link below.

[[Patient Reports|Patient Reports]]

==Recall Reports==
To view your Recall Reports open the Reports Module, then click on the Recall button in the ribbon. Select the necessary Report to generate it.

A list of Recall reports can be found using the link below.

[[Recall Reports|Recall Reports]]

==Appointments Reports==
To view your Appointments Reports open the Reports Module, then click on the Appointments button in the ribbon. Select the necessary Report to generate it.

A list of Appointments reports can be found using the link below.

[[Appointments Reports|Appointments Reports]]

==Cash Reports==
To view your Cash Reports open the Reports Module, then click on the Cash button in the ribbon. Select the necessary Report to generate it.

A list of Cash reports can be found using the link below.

[[Cash Reports|Cash Reports]]

==Stock Reports==
To view your Stock Reports open the Reports Module, then click on the Stock button in the ribbon. Select the necessary Report to generate it.

A list of Stock reports can be found using the link below.

[[Stock Reports|Stock Reports]]

==Spectacles Reports==
To view your Spectacles Reports open the Reports Module, then click on the Spectacles button in the ribbon. Select the necessary Report to generate it.

A list of Spectacles reports can be found using the link below.

[[Spectacles Reports|Spectacles Reports]]

==Clinical Records Reports==
To view your Clinical Records Reports open the Reports Module, then click on the Clinical Records button in the ribbon. Select the necessary Report to generate it.

A list of Clinical Records reports can be found using the link below.

[[Clinical Records Reports|Clinical Records Reports]]

==Custom Reports==
It is possible for us to create custom reports for specific needs. Please ask the Optisoft Support team, for further information

[[Optisoft.NET Help|Home]]

Reports

2023-05-31T12:07:34Z

Optiwiki:

__FORCETOC__

=Overview=
Optisoft.NET has a selection of Reports that gives you detailed information about your data. Each module has its own set of Reports as listed below.

<center>[[image:ReportsPatientSummary2022.png|border|1020px|Reports Module]]</center>

=Using the Reports Module=
When first open the Reports Module you will be asked to select a report from the module buttons in the toolbar.

Each Report is presented in its own Tab control, which will list across the top of the screen, so you can load more than one report at once.

You can easily Print and Export (to Excel or PDF) any report by using the corresponding buttons in the Ribbon.

=Reports=
==Patient Reports==
To view your Patient Reports open the Reports Module, then click on the Patient button in the ribbon. Select the necessary Report to generate it.

A list of Patient reports can be found using the link below.

[[Patient Reports|Patient Reports]]

==Recall Reports==
To view your Recall Reports open the Reports Module, then click on the Recall button in the ribbon. Select the necessary Report to generate it.

A list of Recall reports can be found using the link below.

[[Recall Reports|Recall Reports]]

==Appointments Reports==
To view your Appointments Reports open the Reports Module, then click on the Appointments button in the ribbon. Select the necessary Report to generate it.

A list of Appointments reports can be found using the link below.

[[Appointments Reports|Appointments Reports]]

==Cash Reports==
To view your Cash Reports open the Reports Module, then click on the Cash button in the ribbon. Select the necessary Report to generate it.

A list of Cash reports can be found using the link below.

[[Cash Reports|Cash Reports]]

==Stock Reports==
To view your Stock Reports open the Reports Module, then click on the Stock button in the ribbon. Select the necessary Report to generate it.

A list of Stock reports can be found using the link below.

[[Stock Reports|Stock Reports]]

==Spectacles Reports==
To view your Spectacles Reports open the Reports Module, then click on the Spectacles button in the ribbon. Select the necessary Report to generate it.

A list of Spectacles reports can be found using the link below.

[[Spectacles Reports|Spectacles Reports]]

==Clinical Records Reports==
To view your Clinical Records Reports open the Reports Module, then click on the Clinical Records button in the ribbon. Select the necessary Report to generate it.

A list of Clinical Records reports can be found using the link below.

==Custom Reports==
It is possible for us to create custom reports for specific needs. Please ask the Optisoft Support team, for further information

[[Clinical Records Reports|Clinical Records Reports]]

[[Optisoft.NET Help|Home]]

Batch Signing EGOS Forms

2023-05-31T12:02:52Z

Optiwiki:

To help with the volume of claims, it is possible to batch sign EGOS Forms for the Performer, Contractor and Supplier.

<center>[[image:EGOSBatchSignMay23.png|border|700px|Patient Module]]</center>

In order to batch sign EGOS Forms, you need to do the following:
*Go to the EGOS Module.
*Click on the Batch Sign button in the toolbar.
*Select the relevant tab for whichever form you wish to batch sign.
*If necessary, tick the correct tick box for Performer, Contractor or Supplier.
*In the drop down, select the staff member you wish to sign with.
*Next, tick all the forms you wish to sign in the grid.
*Then, make your signature in the signature box by either:
**Using the QR Code feature.
**Using a signature pad.
**Using the mouse on screen.
*Finally, press the Sign button. This will automatically apply your signature to the selected forms and remove them from the grid.

[[EGOS|Back]]

[[Optisoft.NET Help|Home]]

File:EGOSBatchSignMay23.png

2023-05-31T12:02:46Z

Optiwiki:

Creating eGOS Forms

2023-05-31T11:58:36Z

Optiwiki: /* Page 4 - NHS England Approval */

The eGOS Module allows you to create and submit electronic GOS forms to PCSE via Optisoft.NET.

==Creating eGOS Forms==
In order to create an eGOS form do the following:
*In the Patient Module, find the relevant patient.
*Go to the eGOS module.
*Click on New in the top left of the screen.
*Select which eGOS form you wish to create.
*Complete the eGOS form by filling out all the necessary information and capturing the relevant signatures. You can use the Back button in the ribbon or the Save for Later option on each page to exit the form and return to it at a later time. Information on each page of each form are detailed below.
*When finished click Back to return to the main eGOS screen.

==GOS 1==
===Page 1 - Patient's Details===
This page allows you to enter the basic details about the patient. The majority of these fields will be auto populated with information from the patient record. The Performer details and last sight test date are also included on this page.

===Page 2 - Patient's Eligibility===
Page 2 allows you to record the patient eligibility for the GOS claim. As before some of these fields may be automatically populated for you by using the information from the patient record. The Age field and Patient Analysis Codes will help with this.

===Page 3 - Patients Declaration===
Capturing the patients signature is the main focus of page 3. Here you can use the QR codes, a signature pad or the mouse to allow the patient, or carer, to sign for the claim.

===Page 4 - Performer's Declaration===
Page 4 allows the performer to enter the clinical details of the claim. This page can be completed within the Clinical Records module at the end of the visit, or within the eGOS module. The Performer can also sign the form at this stage, or by using the batch signature feature which is described below.

===Page 5 - Contractor Signatory's Declaration===
The final page is for recording the Contractor Signature. As with the Performer, the Contractor can either sign the claim on this page using the usual methods, or use the batch signature feature.

==GOS3==
===Page 1 - Patient's Details===
This page allows you to enter the basic details about the patient. The majority of these fields will be auto populated with information from the patient record. The Performer details are also included on this page.

===Page 2 - Patient's Prescription===
The patient's prescription, glasses type and voucher details can be selected on Page 2. Voucher selection is automatic based on the details of the entered Rx, but can be manually overridden is necessary. The Performer also is required to sign this page, either individually or by using the batch signing feature.

===Page 3 - Patient's Eligibility===
Page 3 allows you to record the patient eligibility for the GOS claim. As before some of these fields may be automatically populated for you by using the information from the patient record. The Age field and Patient Analysis Codes will help with this.
The patient is also required to sign this page of the claim using the usual methods.

===Page 4 - Supplier Declaration===
This page is where further specific details of the claim can be recorded. Voucher values will be filled in automatically and can be manually adjusted if required.
Again, a Suppliers signature is required and can be completed individually or in batch.

===Page 5 - Patient Declaration===
Finally, the patient's declaration requires a patient or patient's carer's signature, which can be completed using the usual methods.

==GOS4==
===Page 1 - Patient's Details===
This page allows you to enter the basic details about the patient. The majority of these fields will be auto populated with information from the patient record. The Performer details and last sight test date are also included on this page.

===Page 2 - Patient's Eligibility===
Page 2 allows you to record the patient eligibility for the GOS claim. As before some of these fields may be automatically populated for you by using the information from the patient record. The Age field and Patient Analysis Codes will help with this.
There is also a Reason for Loss/Damage field on this page, so you can record further explanation for the claim.

===Page 3 - Patient's Declaration===
The patient's declaration requires a patient or patient's carer's signature, which can be completed using the usual methods.

===Page 4 - NHS England Approval===
An approval code from NHS England is required, in some circumstances, and available on request.

===Page 5 - Supplier's Declaration===
Details of the repair or replacement can be recorded on Page 5. Here you can specify the prescription used, the specifics of the repair/replacement and the values involved.
The voucher values will be automatically set for you, but can be manually overwritten if necessary.

===Page 6 - Patient's Declaration 2===
A further signature is required from the patient or patient's carer's signature, which can be completed using the usual methods.

[[eGOS|Back]]

[[Optisoft.NET Help|Home]]

Maintaining the Stock Module

2023-05-31T11:57:38Z

Optiwiki: /* Product Categories */

==Suppliers==
In order to add a Supplier into the software, you need to get to Supplier Maintenance.

To get to Supplier Maintenance while in the Stock module, you can either click on the Supplier button on screen, or, go to the Maintenance tab in the ribbon and click the Supplier button.

To add a new Supplier do the following:

<center>[[image:SupplierMaintenanceMay23.png|border|900px]]</center>

*Enter a Supplier Name.
*Enter the Address details.
*Enter the Contact details.
*Enter the estimated delivery time. This is the usual amount of time this Supplier takes to deliver orders.
*Make sure the Active tick box is ticked.
*Double click on each Product Type that your Supplier provides, to add that Type to the Selected list.
*Click Save or use the Auto Save feature.

==Adding a Product==
All Products are entered in the Product Maintenance screen.

To get to Product Maintenance while in the Stock module, you can either click on the Product button on screen, or, go to the Maintenance tab in the ribbon and click the Product button.

To add a new Product, do the following:

<center>[[image:ProductMaintenance2022.png|border|900px]]</center>

*Select a Supplier.
*Give your Product a Name.
*If required, enter a Code. This field is not mandatory.
*If you product has it's own existing barcode i.e. Box of Solutions, then this can be entered in the Barcode field.
*Select a Product Type.
*Select a Product Category.
*Select a Product Group.
*If enabled, select a Product Sub-Group. Please note, this field will be called something that is relevant to the type of product you are entering.
*Enter a Wholesale price. This is the price that the Supplier would generally sell the product for.
*You can now select a Discount. This will apply the Discount to the Wholesale Price and automatically calculate the Cost price.
*You can now select a Markup. This will apply the Markup to the Cost Price and automatically calculate the Retails price.
*Please note, the Wholesale, Cost and Retail prices can be manually entered, if you prefer to not use the Discount and Markup features. Also, none of these fields are mandatory, allowing you to leave them as £0.00 and manually enter the price at the point of sale if preferred.
*Select a VAT Rate. If no VAT Rate is selected, the VAT rate specified on the selected Product Type will be used.
*Enter an additional Delivery time. This value is in addition to the Delivery time specified on the selected Supplier.
*For some products, it might be necessary to enter multiple Sizes and Options.
*To add Sizes and Options, click on the relevant button. This will take you to either the Size or Option Maintenance screen where you can add any many of both as necessary.
*Click Save or use the Auto Save feature.

==Product Types==
To create a Product Type in the Stock Module, you need to do the following:

<center>[[image:ProductType2022.png|border|900px]]</center>

*Click the Maintenance tab in the toolbar.
*Click Type in the Product group.
*Enter a Product Type Name.
*Select a VAT type.
*Choose a colour.
*Select a validation option.
*Click Save or use the Auto Save feature.

==Product Categories==
To create a Product Category in the Stock Module, you need to do the following:

<center>[[image:ProductCategoryMaintenanceMay23.png|border|900px]]</center>

*Click the Maintenance tab in the toolbar.
*Click Category in the Product group.
*Choose a Product Type for your Category
*Enter a Product Category Name.
*Choose a colour.
*Click Save or use the Auto Save feature.

==Discounts==
To create a Discount that you can apply to Product Wholesale prices, you need to do the following:

<center>[[image:ProductDiscountMaintenance2022.png|border|900px]]</center>

*Click on the Maintenance tab.
*Click on the Discount button in the Product group.
*Give your Discount a Name.
*Select from the Supplier, Type and Category filters to display the correct Products in the Product list.
*Move the relevant Products into the Selected list by either double clicking on them, or by using the arrow buttons.
*Use the calculator controls to enter your discount formula.
*Click Save or use the Auto Save feature.

==Markups==
To create Markup formulas that you can apply to Product Cost prices, you need to do the following:

<center>[[image:ProductMarkupMaintenance2022.png|border|900px]]</center>

*Click on the Maintenance tab.
*Click on the Markup button in the Product group.
*Give your Markup a Name.
*Select the Retail price this Markup applies too.
*Select from the Supplier, Type and Category filters to display the correct Products in the Product list.
*Move the relevant Products into the Selected list by either double clicking on them, or by using the arrow buttons.
*Use the calculator controls to enter your Markup formula.
*If applicable, you can enter a set Fee to be applied in addition to your Formula.
*Choose the relevant Rounding Option.
*You can also choose a Minimum and Maximum value.
*Markup schemes can also be applied in Ranges which allows for multiple formulas in one Markup. To enable this feature, simply tick the Ranges tick box.
*Click Save or use the Auto Save feature.

==Product VAT==
To create Product VAT schemes that you can apply to Product Retails prices, you need to do the following:

<center>[[image:ProductVATMaintenance2022.png|border|900px]]</center>

*Click on the Maintenance tab.
*Click on the VAT button in the Product group.
*Give your Product VAT scheme a Name.
*Select the relevant VAT Rate.
*Select from the Supplier, Type and Category filters to display the correct Products in the Product list.
*Move the relevant Products into the Selected list by either double clicking on them, or by using the arrow buttons.
*Use the calculator controls to enter your Product VAT Scheme details. A fixed Fee or Percentage can be added.
*Product VAT Scheme schemes can also be applied in Ranges which allows for multiple formulas in one scheme. To enable this feature, simply tick the Ranges tick box.
*Click Save or use the Auto Save feature.

==VAT Rates==
To create VAT Rates that you can apply to Product VAT schemes, you need to do the following:

<center>[[image:ProductVATTypeMaintenance.png|border|900px]]</center>

*Click on the Maintenance tab.
*Click on the VAT Rate button in the Product group.
*Give your VAT Rate a Name.
*Enter the % of VAT value.
*Enter a Code.
*Choose the relevant Validation option.
*Click Save or use the Auto Save feature.

[[Stock|Back]]

[[Optisoft.NET Help|Home]]

File:ProductCategoryMaintenanceMay23.png

2023-05-31T11:57:27Z

Optiwiki:

Maintaining the Stock Module

2023-05-31T11:55:20Z

Optiwiki:

==Suppliers==
In order to add a Supplier into the software, you need to get to Supplier Maintenance.

To get to Supplier Maintenance while in the Stock module, you can either click on the Supplier button on screen, or, go to the Maintenance tab in the ribbon and click the Supplier button.

To add a new Supplier do the following:

<center>[[image:SupplierMaintenanceMay23.png|border|900px]]</center>

*Enter a Supplier Name.
*Enter the Address details.
*Enter the Contact details.
*Enter the estimated delivery time. This is the usual amount of time this Supplier takes to deliver orders.
*Make sure the Active tick box is ticked.
*Double click on each Product Type that your Supplier provides, to add that Type to the Selected list.
*Click Save or use the Auto Save feature.

==Adding a Product==
All Products are entered in the Product Maintenance screen.

To get to Product Maintenance while in the Stock module, you can either click on the Product button on screen, or, go to the Maintenance tab in the ribbon and click the Product button.

To add a new Product, do the following:

<center>[[image:ProductMaintenance2022.png|border|900px]]</center>

*Select a Supplier.
*Give your Product a Name.
*If required, enter a Code. This field is not mandatory.
*If you product has it's own existing barcode i.e. Box of Solutions, then this can be entered in the Barcode field.
*Select a Product Type.
*Select a Product Category.
*Select a Product Group.
*If enabled, select a Product Sub-Group. Please note, this field will be called something that is relevant to the type of product you are entering.
*Enter a Wholesale price. This is the price that the Supplier would generally sell the product for.
*You can now select a Discount. This will apply the Discount to the Wholesale Price and automatically calculate the Cost price.
*You can now select a Markup. This will apply the Markup to the Cost Price and automatically calculate the Retails price.
*Please note, the Wholesale, Cost and Retail prices can be manually entered, if you prefer to not use the Discount and Markup features. Also, none of these fields are mandatory, allowing you to leave them as £0.00 and manually enter the price at the point of sale if preferred.
*Select a VAT Rate. If no VAT Rate is selected, the VAT rate specified on the selected Product Type will be used.
*Enter an additional Delivery time. This value is in addition to the Delivery time specified on the selected Supplier.
*For some products, it might be necessary to enter multiple Sizes and Options.
*To add Sizes and Options, click on the relevant button. This will take you to either the Size or Option Maintenance screen where you can add any many of both as necessary.
*Click Save or use the Auto Save feature.

==Product Types==
To create a Product Type in the Stock Module, you need to do the following:

<center>[[image:ProductType2022.png|border|900px]]</center>

*Click the Maintenance tab in the toolbar.
*Click Type in the Product group.
*Enter a Product Type Name.
*Select a VAT type.
*Choose a colour.
*Select a validation option.
*Click Save or use the Auto Save feature.

==Product Categories==
To create a Product Category in the Stock Module, you need to do the following:

<center>[[image:ProductCategory2022.png|border|900px]]</center>

*Click the Maintenance tab in the toolbar.
*Click Category in the Product group.
*Choose a Product Type for your Category
*Enter a Product Category Name.
*Choose a colour.
*Click Save or use the Auto Save feature.

==Discounts==
To create a Discount that you can apply to Product Wholesale prices, you need to do the following:

<center>[[image:ProductDiscountMaintenance2022.png|border|900px]]</center>

*Click on the Maintenance tab.
*Click on the Discount button in the Product group.
*Give your Discount a Name.
*Select from the Supplier, Type and Category filters to display the correct Products in the Product list.
*Move the relevant Products into the Selected list by either double clicking on them, or by using the arrow buttons.
*Use the calculator controls to enter your discount formula.
*Click Save or use the Auto Save feature.

==Markups==
To create Markup formulas that you can apply to Product Cost prices, you need to do the following:

<center>[[image:ProductMarkupMaintenance2022.png|border|900px]]</center>

*Click on the Maintenance tab.
*Click on the Markup button in the Product group.
*Give your Markup a Name.
*Select the Retail price this Markup applies too.
*Select from the Supplier, Type and Category filters to display the correct Products in the Product list.
*Move the relevant Products into the Selected list by either double clicking on them, or by using the arrow buttons.
*Use the calculator controls to enter your Markup formula.
*If applicable, you can enter a set Fee to be applied in addition to your Formula.
*Choose the relevant Rounding Option.
*You can also choose a Minimum and Maximum value.
*Markup schemes can also be applied in Ranges which allows for multiple formulas in one Markup. To enable this feature, simply tick the Ranges tick box.
*Click Save or use the Auto Save feature.

==Product VAT==
To create Product VAT schemes that you can apply to Product Retails prices, you need to do the following:

<center>[[image:ProductVATMaintenance2022.png|border|900px]]</center>

*Click on the Maintenance tab.
*Click on the VAT button in the Product group.
*Give your Product VAT scheme a Name.
*Select the relevant VAT Rate.
*Select from the Supplier, Type and Category filters to display the correct Products in the Product list.
*Move the relevant Products into the Selected list by either double clicking on them, or by using the arrow buttons.
*Use the calculator controls to enter your Product VAT Scheme details. A fixed Fee or Percentage can be added.
*Product VAT Scheme schemes can also be applied in Ranges which allows for multiple formulas in one scheme. To enable this feature, simply tick the Ranges tick box.
*Click Save or use the Auto Save feature.

==VAT Rates==
To create VAT Rates that you can apply to Product VAT schemes, you need to do the following:

<center>[[image:ProductVATTypeMaintenance.png|border|900px]]</center>

*Click on the Maintenance tab.
*Click on the VAT Rate button in the Product group.
*Give your VAT Rate a Name.
*Enter the % of VAT value.
*Enter a Code.
*Choose the relevant Validation option.
*Click Save or use the Auto Save feature.

[[Stock|Back]]

[[Optisoft.NET Help|Home]]

File:SupplierMaintenanceMay23.png

2023-05-31T11:54:55Z

Optiwiki:

Maintaining the Cash Module

2023-05-31T09:52:26Z

Optiwiki: /* Creating Payment Categories */

__TOC__

==Creating Product Types==
To create a Product Type in the Cash Module, you need to do the following.

<center>[[image:ProductType2022.png|border|900px]]</center>

*Go to the Cash Module.
*Click the Maintenance tab in the toolbar.
*Click Type in the Product group.
*Enter a Product Type Name.
*Select a VAT type.
*Choose a colour.
*Select a validation option.
*Click Save or use the Auto Save feature.

==Creating Product Categories==
To create a Product Category in the Cash Module, you need to do the following.

<center>[[image:ProductCategory2022.png|border|900px]]</center>

*Go to the Cash Module.
*Click the Maintenance tab in the toolbar.
*Click Category in the Product group.
*Choose a Product Type for your Category
*Enter a Product Category Name.
*Choose a colour.
*Click Save or use the Auto Save feature.

==Creating Payment Types==
To create a Payment Type in the Cash Module, you need to do the following.

<center>[[image:PaymentType2022.png|border|900px]]</center>

*Go to the Cash Module.
*Click the Maintenance tab in the toolbar.
*Click Type in the Payment group.
*Enter a Payment Type Name.
*Choose a colour.
*Select a validation option.
*Select the appropriate choices from the Options list.
**Open Drawer - Will open the till drawer when this Payment Type is used in a transaction.
*Click Save or use the Auto Save feature.

==Creating Payment Categories==
To create a Payment Category in the Cash Module, you need to do the following.

<center>[[image:PaymentCategoryMaintenanceMay23.png|border|900px]]</center>

*Go to the Cash Module.
*Click the Maintenance tab in the toolbar.
*Click Category in the Payment group.
*Choose a Payment Type for your Category
*Enter a Payment Category Name.
*Enter a Value if necessary.
Instead of entering a value in the previous step, you could choose an Automatic Value in the next combo box. This value will be maintained by Optisoft and automatically update when value changes occur.
*Choose a colour.
*Click Save or use the Auto Save feature.

==Creating a Receipt Template==
Creating a Receipt Template is done through the Receipt Editor.

First you will need to go to the Templates Module, click New, select Type Cash and click Template Editor in the Toolbar.

To find you how to create your receipt template, click the link below.

[[Create a Receipt Template|Create a Receipt Template]]

==Adding Adjustments==
To create a Adjustment in the Cash Module, you need to do the following.

<center>[[image:AdjustmentMaintenance2022.png|border|900px]]</center>

*Go to the Cash Module.
*Click the Maintenance tab in the toolbar.
*Click Adjustment in the Cash group.
*Enter a Adjustment Name.
*Double click, or use the arrow buttons, on each Product Type this Adjustment will effect. They will be added to the Selected list.
*Choose from a Value or Percent adjustment.
*Choose from Add or Subtract.
*Enter a relevant Amount.
*Click Save or use the Auto Save feature.

==Creating Petty Cash Categories==
To create a Petty Cash Category in the Cash Module, you need to do the following.

<center>[[image:PettyCashTypeMaintenance2022.png|border|900px]]</center>

*Go to the Cash Module.
*Click the Maintenance tab in the toolbar.
*Click Petty Cash in the Cash group.
*Enter a Petty Cash Category Name.
*Select a VAT type.
*Click Save or use the Auto Save feature.

[[Cash|Back]]

[[Optisoft.NET Help|Home]]

Maintaining the Cash Module

2023-05-31T09:51:47Z

Optiwiki: /* Creating Payment Categories */

__TOC__

==Creating Product Types==
To create a Product Type in the Cash Module, you need to do the following.

<center>[[image:ProductType2022.png|border|900px]]</center>

*Go to the Cash Module.
*Click the Maintenance tab in the toolbar.
*Click Type in the Product group.
*Enter a Product Type Name.
*Select a VAT type.
*Choose a colour.
*Select a validation option.
*Click Save or use the Auto Save feature.

==Creating Product Categories==
To create a Product Category in the Cash Module, you need to do the following.

<center>[[image:ProductCategory2022.png|border|900px]]</center>

*Go to the Cash Module.
*Click the Maintenance tab in the toolbar.
*Click Category in the Product group.
*Choose a Product Type for your Category
*Enter a Product Category Name.
*Choose a colour.
*Click Save or use the Auto Save feature.

==Creating Payment Types==
To create a Payment Type in the Cash Module, you need to do the following.

<center>[[image:PaymentType2022.png|border|900px]]</center>

*Go to the Cash Module.
*Click the Maintenance tab in the toolbar.
*Click Type in the Payment group.
*Enter a Payment Type Name.
*Choose a colour.
*Select a validation option.
*Select the appropriate choices from the Options list.
**Open Drawer - Will open the till drawer when this Payment Type is used in a transaction.
*Click Save or use the Auto Save feature.

==Creating Payment Categories==
To create a Payment Category in the Cash Module, you need to do the following.

<center>[[image:PaymentCategoryMaintenanceMay23.png|border|900px]]</center>

*Go to the Cash Module.
*Click the Maintenance tab in the toolbar.
*Click Category in the Payment group.
*Choose a Payment Type for your Category
*Enter a Payment Category Name.
*Enter a Value if necessary.
*Choose a colour.
*Click Save or use the Auto Save feature.

==Creating a Receipt Template==
Creating a Receipt Template is done through the Receipt Editor.

First you will need to go to the Templates Module, click New, select Type Cash and click Template Editor in the Toolbar.

To find you how to create your receipt template, click the link below.

[[Create a Receipt Template|Create a Receipt Template]]

==Adding Adjustments==
To create a Adjustment in the Cash Module, you need to do the following.

<center>[[image:AdjustmentMaintenance2022.png|border|900px]]</center>

*Go to the Cash Module.
*Click the Maintenance tab in the toolbar.
*Click Adjustment in the Cash group.
*Enter a Adjustment Name.
*Double click, or use the arrow buttons, on each Product Type this Adjustment will effect. They will be added to the Selected list.
*Choose from a Value or Percent adjustment.
*Choose from Add or Subtract.
*Enter a relevant Amount.
*Click Save or use the Auto Save feature.

==Creating Petty Cash Categories==
To create a Petty Cash Category in the Cash Module, you need to do the following.

<center>[[image:PettyCashTypeMaintenance2022.png|border|900px]]</center>

*Go to the Cash Module.
*Click the Maintenance tab in the toolbar.
*Click Petty Cash in the Cash group.
*Enter a Petty Cash Category Name.
*Select a VAT type.
*Click Save or use the Auto Save feature.

[[Cash|Back]]

[[Optisoft.NET Help|Home]]

Creating a Transaction

2023-05-31T08:59:42Z

Optiwiki: /* Selling */

A complete Transaction is made up of two sections, Sales and Payments. However, it might be necessary to split Sales and Payments across multiple transactions, depending on the actual circumstances. The below example assumes you are going to sell and then pay for some products, in the same transaction.

Please note, if at any stage during a transaction you need to cancel what you have done, or start again, you can either use the Delete Item or No Sale buttons.

Delete Item will delete a single item and allow you to continue in the same transaction.

No Sale will void the entire transaction and allow you to start from the beginning of the next transaction.

<center>[[image:CashMay23.png|border|900px]]</center>

==Selling==
In order to Sell a Product in a transaction, you need to do the following.

*If necessary, start by finding the relevant patient record in the Patient module. Alternatively, if a patient is not required, you can use the OTC button in the toolbar, to clear the active patient.
*Go to the Cash module.
*Click a Product Type.
*If you have cash security turned on, log into the till with your username and password. Alternatively, you can use your fob to log in at this stage.
*Select the appropriate Product Category, Supplier and Product.
*Enter a price, if necessary, and press Enter.
*Repeat the above for as many different products as needed. To help you with this, if you want to sell a similar product, a '+' symbol will appear at the end of each entry in the product grid. This will create a new product with the same Type and Category as the one selected. You can then enter the remaining details as normal.
*Next either following the instructions in the Paying section to enter a payment, or, confirm the transaction using the methods below.

==Paying==
In order to process a Payment in a transaction, you need to do the following.
*Sell some items using the above method.
*Click a Payment Type.
*Click a Payment Category.
*Enter a value, if necessary, and press Enter.
*Repeat the above for as many different payments as needed.

==Confirming a Transaction==
As previously mentioned, it may not be necessary to Sell and Pay in the same transaction, however, when you are ready to complete the transaction you need to confirm it by using the Sale button.

<center>[[image:SaleConfrimMay23.png|border|400px]]</center>

When you have done this you will be presented with a Confirmation Popup. Details on the popup are:
*Account Balance - Any previous balance on the patients account.
*Transaction Total - The total value of sales for the current transaction.
*Tendered - The total value of payments for the current transaction.
*Outstanding Balance - The balance that will be left on the patients account, once the current transaction is completed.
*Change - Any change owing to the patient.

This popup is designed to allow you to review your transaction before completing it.

Please note, once you have completed a transaction, there is no way of deleting it.

The Confirmation Popup has the following options:
*On Account - This option will only be available if you have a patient record selected on the current transaction. To be used if any outstanding money is to remain on the patients account instead of returning it to them.
*Email Receipt - This option will email a copy of the receipt to the displayed email address. If the email address if blank, any email entered will save back to the patient record when the transaction is completed.
*Save Receipt as PDF - This will save the receipt as a PDF file on your computer.
*Include Patient Address - This will print the patients default address on the receipt.
*Cancel - Will cancel the popup and return the patient to the main Cash screen.
*Confirm No Receipt - Will confirm the transaction and add it to the database, but will produce not receipt.
*Confirm with Receipt - Will confirm the transaction and add it to the database, and produce a receipt.

[[Cash|Back]]

[[Optisoft.NET Help|Home]]

Creating a Transaction

2023-05-31T08:59:00Z

Optiwiki: /* Selling */

A complete Transaction is made up of two sections, Sales and Payments. However, it might be necessary to split Sales and Payments across multiple transactions, depending on the actual circumstances. The below example assumes you are going to sell and then pay for some products, in the same transaction.

Please note, if at any stage during a transaction you need to cancel what you have done, or start again, you can either use the Delete Item or No Sale buttons.

Delete Item will delete a single item and allow you to continue in the same transaction.

No Sale will void the entire transaction and allow you to start from the beginning of the next transaction.

<center>[[image:CashMay23.png|border|900px]]</center>

==Selling==
In order to Sell a Product in a transaction, you need to do the following.

*If necessary, start by finding the relevant patient record in the Patient module. Alternatively, if a patient is not required, you can use the OTC button in the toolbar, to clear the active patient.
*Go to the Cash module.
*Click a Product Type.
*If you have cash security turned on, log into the till with your username and password. Alternatively, you can use your fob to log in at this stage.
*Select the appropriate Product Category, Supplier and Product.
*Enter a price, if necessary, and press Enter.
*Repeat the above for as many different products as needed. To help you with this, if you want to sell an similar product, a '+' symbol will appear at the end of each entry in the product grid. This will create a new product with the same Type and Category as the one selected. You can then enter the remaining details as normal.
*Next either following the instructions in the Paying section to enter a payment, or, confirm the transaction using the methods below.

==Paying==
In order to process a Payment in a transaction, you need to do the following.
*Sell some items using the above method.
*Click a Payment Type.
*Click a Payment Category.
*Enter a value, if necessary, and press Enter.
*Repeat the above for as many different payments as needed.

==Confirming a Transaction==
As previously mentioned, it may not be necessary to Sell and Pay in the same transaction, however, when you are ready to complete the transaction you need to confirm it by using the Sale button.

<center>[[image:SaleConfrimMay23.png|border|400px]]</center>

When you have done this you will be presented with a Confirmation Popup. Details on the popup are:
*Account Balance - Any previous balance on the patients account.
*Transaction Total - The total value of sales for the current transaction.
*Tendered - The total value of payments for the current transaction.
*Outstanding Balance - The balance that will be left on the patients account, once the current transaction is completed.
*Change - Any change owing to the patient.

This popup is designed to allow you to review your transaction before completing it.

Please note, once you have completed a transaction, there is no way of deleting it.

The Confirmation Popup has the following options:
*On Account - This option will only be available if you have a patient record selected on the current transaction. To be used if any outstanding money is to remain on the patients account instead of returning it to them.
*Email Receipt - This option will email a copy of the receipt to the displayed email address. If the email address if blank, any email entered will save back to the patient record when the transaction is completed.
*Save Receipt as PDF - This will save the receipt as a PDF file on your computer.
*Include Patient Address - This will print the patients default address on the receipt.
*Cancel - Will cancel the popup and return the patient to the main Cash screen.
*Confirm No Receipt - Will confirm the transaction and add it to the database, but will produce not receipt.
*Confirm with Receipt - Will confirm the transaction and add it to the database, and produce a receipt.

[[Cash|Back]]

[[Optisoft.NET Help|Home]]

Creating a Transaction

2023-05-31T08:55:46Z

Optiwiki: /* Confirming a Transaction */

A complete Transaction is made up of two sections, Sales and Payments. However, it might be necessary to split Sales and Payments across multiple transactions, depending on the actual circumstances. The below example assumes you are going to sell and then pay for some products, in the same transaction.

Please note, if at any stage during a transaction you need to cancel what you have done, or start again, you can either use the Delete Item or No Sale buttons.

Delete Item will delete a single item and allow you to continue in the same transaction.

No Sale will void the entire transaction and allow you to start from the beginning of the next transaction.

<center>[[image:CashMay23.png|border|900px]]</center>

==Selling==
In order to Sell a Product in a transaction, you need to do the following.

*If necessary, start by finding the relevant patient record in the Patient module. Alternatively, if a patient is not required, you can use the OTC button in the toolbar, to clear the active patient.
*Go to the Cash module.
*Click a Product Type.
*If you have cash security turned on, log into the till with your username and password. Alternatively, you can use your fob to log in at this stage.
*Select the appropriate Product Category, Supplier and Product.
*Enter a price, if necessary, and press Enter.
*Repeat the above for as many different products as needed.
*Next either following the instructions in the Paying section to enter a payment, or, confirm the transaction using the methods below.

==Paying==
In order to process a Payment in a transaction, you need to do the following.
*Sell some items using the above method.
*Click a Payment Type.
*Click a Payment Category.
*Enter a value, if necessary, and press Enter.
*Repeat the above for as many different payments as needed.

==Confirming a Transaction==
As previously mentioned, it may not be necessary to Sell and Pay in the same transaction, however, when you are ready to complete the transaction you need to confirm it by using the Sale button.

<center>[[image:SaleConfrimMay23.png|border|400px]]</center>

When you have done this you will be presented with a Confirmation Popup. Details on the popup are:
*Account Balance - Any previous balance on the patients account.
*Transaction Total - The total value of sales for the current transaction.
*Tendered - The total value of payments for the current transaction.
*Outstanding Balance - The balance that will be left on the patients account, once the current transaction is completed.
*Change - Any change owing to the patient.

This popup is designed to allow you to review your transaction before completing it.

Please note, once you have completed a transaction, there is no way of deleting it.

The Confirmation Popup has the following options:
*On Account - This option will only be available if you have a patient record selected on the current transaction. To be used if any outstanding money is to remain on the patients account instead of returning it to them.
*Email Receipt - This option will email a copy of the receipt to the displayed email address. If the email address if blank, any email entered will save back to the patient record when the transaction is completed.
*Save Receipt as PDF - This will save the receipt as a PDF file on your computer.
*Include Patient Address - This will print the patients default address on the receipt.
*Cancel - Will cancel the popup and return the patient to the main Cash screen.
*Confirm No Receipt - Will confirm the transaction and add it to the database, but will produce not receipt.
*Confirm with Receipt - Will confirm the transaction and add it to the database, and produce a receipt.

[[Cash|Back]]

[[Optisoft.NET Help|Home]]

Creating a Transaction

2023-05-31T08:54:25Z

Optiwiki: /* Confirming a Transaction */

A complete Transaction is made up of two sections, Sales and Payments. However, it might be necessary to split Sales and Payments across multiple transactions, depending on the actual circumstances. The below example assumes you are going to sell and then pay for some products, in the same transaction.

Please note, if at any stage during a transaction you need to cancel what you have done, or start again, you can either use the Delete Item or No Sale buttons.

Delete Item will delete a single item and allow you to continue in the same transaction.

No Sale will void the entire transaction and allow you to start from the beginning of the next transaction.

<center>[[image:CashMay23.png|border|900px]]</center>

==Selling==
In order to Sell a Product in a transaction, you need to do the following.

*If necessary, start by finding the relevant patient record in the Patient module. Alternatively, if a patient is not required, you can use the OTC button in the toolbar, to clear the active patient.
*Go to the Cash module.
*Click a Product Type.
*If you have cash security turned on, log into the till with your username and password. Alternatively, you can use your fob to log in at this stage.
*Select the appropriate Product Category, Supplier and Product.
*Enter a price, if necessary, and press Enter.
*Repeat the above for as many different products as needed.
*Next either following the instructions in the Paying section to enter a payment, or, confirm the transaction using the methods below.

==Paying==
In order to process a Payment in a transaction, you need to do the following.
*Sell some items using the above method.
*Click a Payment Type.
*Click a Payment Category.
*Enter a value, if necessary, and press Enter.
*Repeat the above for as many different payments as needed.

==Confirming a Transaction==
As previously mentioned, it may not be necessary to Sell and Pay in the same transaction, however, when you are ready to complete the transaction you need to confirm it by using the Sale button.

<center>[[image:SaleConfrimMay23.png|border|400px]]</center>

When you have done this you will be presented with a Confirmation Popup. Details on the popup are:
*Account Balance - Any previous balance on the patients account.
*Transaction Total - The total value of sales for the current transaction.
*Tendered - The total value of payments for the current transaction.
*Outstanding Balance - The balance that will be left on the patients account, once the current transaction is completed.
*Change - Any change owing to the patient.

This popup is designed to allow you to review your transaction before completing it.

Please note, once you have completed a transaction, there is no way of deleting it.

The Confirmation Popup has the following options:
*On Account - This option will only be available if you have a patient record selected on the current transaction. To be used if any outstanding money is to remain on the patients account instead of returning it to them.
*Email Receipt - This option will email a copy of the receipt to the displayed email address. If the email address if blank, any email entered will save back to the patient record when the transaction is completed.
*Save Receipt as PDF - This will save the receipt as a PDF file on your computer.
*Cancel - Will cancel the popup and return the patient to the main Cash screen.
*Confirm No Receipt - Will confirm the transaction and add it to the database, but will produce not receipt.
*Confirm with Receipt - Will confirm the transaction and add it to the database, and produce a receipt.

[[Cash|Back]]

[[Optisoft.NET Help|Home]]

Creating a Transaction

2023-05-31T08:54:12Z

Optiwiki: /* Confirming a Transaction */

A complete Transaction is made up of two sections, Sales and Payments. However, it might be necessary to split Sales and Payments across multiple transactions, depending on the actual circumstances. The below example assumes you are going to sell and then pay for some products, in the same transaction.

Please note, if at any stage during a transaction you need to cancel what you have done, or start again, you can either use the Delete Item or No Sale buttons.

Delete Item will delete a single item and allow you to continue in the same transaction.

No Sale will void the entire transaction and allow you to start from the beginning of the next transaction.

<center>[[image:CashMay23.png|border|900px]]</center>

==Selling==
In order to Sell a Product in a transaction, you need to do the following.

*If necessary, start by finding the relevant patient record in the Patient module. Alternatively, if a patient is not required, you can use the OTC button in the toolbar, to clear the active patient.
*Go to the Cash module.
*Click a Product Type.
*If you have cash security turned on, log into the till with your username and password. Alternatively, you can use your fob to log in at this stage.
*Select the appropriate Product Category, Supplier and Product.
*Enter a price, if necessary, and press Enter.
*Repeat the above for as many different products as needed.
*Next either following the instructions in the Paying section to enter a payment, or, confirm the transaction using the methods below.

==Paying==
In order to process a Payment in a transaction, you need to do the following.
*Sell some items using the above method.
*Click a Payment Type.
*Click a Payment Category.
*Enter a value, if necessary, and press Enter.
*Repeat the above for as many different payments as needed.

==Confirming a Transaction==
As previously mentioned, it may not be necessary to Sell and Pay in the same transaction, however, when you are ready to complete the transaction you need to confirm it by using the Sale button.

<center>[[image:SaleConfrimMay23.png|border|500px]]</center>

When you have done this you will be presented with a Confirmation Popup. Details on the popup are:
*Account Balance - Any previous balance on the patients account.
*Transaction Total - The total value of sales for the current transaction.
*Tendered - The total value of payments for the current transaction.
*Outstanding Balance - The balance that will be left on the patients account, once the current transaction is completed.
*Change - Any change owing to the patient.

This popup is designed to allow you to review your transaction before completing it.

Please note, once you have completed a transaction, there is no way of deleting it.

The Confirmation Popup has the following options:
*On Account - This option will only be available if you have a patient record selected on the current transaction. To be used if any outstanding money is to remain on the patients account instead of returning it to them.
*Email Receipt - This option will email a copy of the receipt to the displayed email address. If the email address if blank, any email entered will save back to the patient record when the transaction is completed.
*Save Receipt as PDF - This will save the receipt as a PDF file on your computer.
*Cancel - Will cancel the popup and return the patient to the main Cash screen.
*Confirm No Receipt - Will confirm the transaction and add it to the database, but will produce not receipt.
*Confirm with Receipt - Will confirm the transaction and add it to the database, and produce a receipt.

[[Cash|Back]]

[[Optisoft.NET Help|Home]]

File:SaleConfrimMay23.png

2023-05-31T08:54:00Z

Optiwiki:

Creating a Transaction

2023-05-31T08:49:29Z

Optiwiki:

A complete Transaction is made up of two sections, Sales and Payments. However, it might be necessary to split Sales and Payments across multiple transactions, depending on the actual circumstances. The below example assumes you are going to sell and then pay for some products, in the same transaction.

Please note, if at any stage during a transaction you need to cancel what you have done, or start again, you can either use the Delete Item or No Sale buttons.

Delete Item will delete a single item and allow you to continue in the same transaction.

No Sale will void the entire transaction and allow you to start from the beginning of the next transaction.

<center>[[image:CashMay23.png|border|900px]]</center>

==Selling==
In order to Sell a Product in a transaction, you need to do the following.

*If necessary, start by finding the relevant patient record in the Patient module. Alternatively, if a patient is not required, you can use the OTC button in the toolbar, to clear the active patient.
*Go to the Cash module.
*Click a Product Type.
*If you have cash security turned on, log into the till with your username and password. Alternatively, you can use your fob to log in at this stage.
*Select the appropriate Product Category, Supplier and Product.
*Enter a price, if necessary, and press Enter.
*Repeat the above for as many different products as needed.
*Next either following the instructions in the Paying section to enter a payment, or, confirm the transaction using the methods below.

==Paying==
In order to process a Payment in a transaction, you need to do the following.
*Sell some items using the above method.
*Click a Payment Type.
*Click a Payment Category.
*Enter a value, if necessary, and press Enter.
*Repeat the above for as many different payments as needed.

==Confirming a Transaction==
As previously mentioned, it may not be necessary to Sell and Pay in the same transaction, however, when you are ready to complete the transaction you need to confirm it by using the Sale button.

<center>[[image:SalesConfirmation2022.png|border|500px]]</center>

When you have done this you will be presented with a Confirmation Popup. Details on the popup are:
*Account Balance - Any previous balance on the patients account.
*Transaction Total - The total value of sales for the current transaction.
*Tendered - The total value of payments for the current transaction.
*Outstanding Balance - The balance that will be left on the patients account, once the current transaction is completed.
*Change - Any change owing to the patient.

This popup is designed to allow you to review your transaction before completing it.

Please note, once you have completed a transaction, there is no way of deleting it.

The Confirmation Popup has the following options:
*On Account - This option will only be available if you have a patient record selected on the current transaction. To be used if any outstanding money is to remain on the patients account instead of returning it to them.
*Email Receipt - This option will email a copy of the receipt to the displayed email address. If the email address if blank, any email entered will save back to the patient record when the transaction is completed.
*Save Receipt as PDF - This will save the receipt as a PDF file on your computer.
*Cancel - Will cancel the popup and return the patient to the main Cash screen.
*Confirm No Receipt - Will confirm the transaction and add it to the database, but will produce not receipt.
*Confirm with Receipt - Will confirm the transaction and add it to the database, and produce a receipt.

[[Cash|Back]]

[[Optisoft.NET Help|Home]]

File:CashMay23.png

2023-05-31T08:49:14Z

Optiwiki:

File:CashMainMay23.png

2023-05-31T08:47:39Z

Optiwiki: Optiwiki uploaded a new version of "File:CashMainMay23.png"

Cash

2023-05-31T08:45:24Z

Optiwiki: /* Overview */

__FORCETOC__
=Overview=
<center>[[image:CashMainMay23.png|border|1020px]]</center>

=Using the Cash Module=
==Creating a Transaction==
Find out how to put a transaction into the Cash module by clicking the link below.

[[Creating a Transaction|Creating a Transaction]]

==Adjusting a Transaction==
Find out how to Adjust the price of products during a transaction by clicking the link below.

[[Adjusting a Transaction|Adjusting a Transaction]]

==Refunds==
See how to do a refund by using the link below.

[[How to do a Refund|How to do a Refund]]

==Correction Wizards==
See how to do a refund using the Correction Wizards using the link below.

[[Correction Wizards|Correction Wizards]]

==Petty Cash==
Use the link below to find out how to process Petty Cash through the Cash module.

[[Selling Petty Cash|Selling Petty Cash]]

=Setting up the Cash Module=
Before you can use the Cash module, some setup will be required.

Most of the Maintenance in Optisoft.NET can be done on the fly, or through the Maintenance Tab located in the menu ribbon at the top of the screen.

[[Maintaining the Cash Module|Maintaining the Cash Module]]

[[Optisoft.NET Help|Home]]

File:CashMainMay23.png

2023-05-31T08:45:09Z

Optiwiki:

Maintaining the Spectacles Module

2023-05-31T08:31:23Z

Optiwiki: /* Creating Payment Categories */

==Adding Suppliers==
In order to add products into Optisoft.NET, you will need to add Suppliers first. To add a Supplier through the Spectacles module, do the following:
*Go to the Spectacles 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.

==Creating Payment Types==
To create a Payment Type in the Spectacles Module, you need to do the following.

<center>[[image:PaymentType2022.png|border|700px]]</center>

*Go to the Spectacles Module.
*Click the Maintenance tab in the toolbar.
*Click Type in the Payment group.
*Enter a Payment Type Name.
*Choose a colour.
*Select a validation option.
*Select the appropriate choices from the Options list.
**Open Drawer - Will open the till drawer when this Payment Type is used in a transaction.
*Click Save or use the Auto Save feature.

==Creating Payment Categories==
To create a Payment Category in the Spectacles Module, you need to do the following.

<center>[[image:PaymentCategoryMaintenanceMay23.png|border|700px]]</center>

*Go to the Spectacles Module.
*Click the Maintenance tab in the toolbar.
*Click Category in the Payment group.
*Choose a Payment Type for your Category
*Enter a Payment Category Name.
*Enter a Value if necessary.
*Instead of entering a value in the previous step, you could choose an Automatic Value in the next combo box. This value will be maintained by Optisoft and automatically update when value changes occur.
*Choose a colour.
*Click Save or use the Auto Save feature.

==Notifications==
Spectacle Notifications allow you to contact your Patients about their Spectacle Dispense in a similar way to how you would contact them in the Recall module. You can use any of the 5 contact methods available in Optisoft.NET and you can have multiple bands per Notification.

To create a Notification Category, follow the below procedure:
*Click on the Spectacles module
*Click the Maintenance tab in the ribbon and then the Category button in the Notification section.
*Give your new Category a Name.
*Tick the Branches you wish this new Category to be available at.
*Click Save and Back, or use the Auto Save feature.
*Once saved, you can use the Up and Down buttons to order how the Categories are displayed in the rest of the software.

Once you have created your Categories you then need to add Bands to them. To do this follow the below procedure:
*Click on the Spectacles module
*Click the Maintenance tab in the ribbon and then the Band button in the Notification section.
*Select the relevant Category
*Choose and Interval and Period.
*Select at least one template from one of the 5 Method options Email, SMS, Letter, ToDo or Label. All 5 can be selected if required. The template that will be selected, will be based off of the Patients Preferences, set on the Patient Recall screen.
*Click Save.
*Repeat the above process as necessary for each band you wish to add to your category.

==Lens Filters==
Lens Filters allow you to group lens products together in a custom catalogue. This will help you with selecting lenses on a dispense.

In order to create a Lens Filter in the Spectacles module, do the following:
*Go to the Spectacles Module.
*Click the Maintenance tab in the toolbar.
*Click Lens Filter in the Specs group.
*Give your Lens Filter a Name.
*Use the Group, Material and Supplier filters to filter the lenses in the Lenses list.
*Double click on each lens required, this will add that lens to the Selected column.
*Repeat the above as necessary to add additional lenses to your Lens Filter.
*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 Spectacles 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.

[[Spectacles|Back]]

[[Optisoft.NET Help|Home]]

Maintaining the Spectacles Module

2023-05-31T08:29:42Z

Optiwiki: /* Creating Payment Categories */

==Adding Suppliers==
In order to add products into Optisoft.NET, you will need to add Suppliers first. To add a Supplier through the Spectacles module, do the following:
*Go to the Spectacles 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.

==Creating Payment Types==
To create a Payment Type in the Spectacles Module, you need to do the following.

<center>[[image:PaymentType2022.png|border|700px]]</center>

*Go to the Spectacles Module.
*Click the Maintenance tab in the toolbar.
*Click Type in the Payment group.
*Enter a Payment Type Name.
*Choose a colour.
*Select a validation option.
*Select the appropriate choices from the Options list.
**Open Drawer - Will open the till drawer when this Payment Type is used in a transaction.
*Click Save or use the Auto Save feature.

==Creating Payment Categories==
To create a Payment Category in the Spectacles Module, you need to do the following.

<center>[[image:PaymentCategoryMaintenanceMay23.png|border|700px]]</center>

*Go to the Spectacles Module.
*Click the Maintenance tab in the toolbar.
*Click Category in the Payment group.
*Choose a Payment Type for your Category
*Enter a Payment Category Name.
*Enter a Value if necessary.
*Choose a colour.
*Click Save or use the Auto Save feature.

==Notifications==
Spectacle Notifications allow you to contact your Patients about their Spectacle Dispense in a similar way to how you would contact them in the Recall module. You can use any of the 5 contact methods available in Optisoft.NET and you can have multiple bands per Notification.

To create a Notification Category, follow the below procedure:
*Click on the Spectacles module
*Click the Maintenance tab in the ribbon and then the Category button in the Notification section.
*Give your new Category a Name.
*Tick the Branches you wish this new Category to be available at.
*Click Save and Back, or use the Auto Save feature.
*Once saved, you can use the Up and Down buttons to order how the Categories are displayed in the rest of the software.

Once you have created your Categories you then need to add Bands to them. To do this follow the below procedure:
*Click on the Spectacles module
*Click the Maintenance tab in the ribbon and then the Band button in the Notification section.
*Select the relevant Category
*Choose and Interval and Period.
*Select at least one template from one of the 5 Method options Email, SMS, Letter, ToDo or Label. All 5 can be selected if required. The template that will be selected, will be based off of the Patients Preferences, set on the Patient Recall screen.
*Click Save.
*Repeat the above process as necessary for each band you wish to add to your category.

==Lens Filters==
Lens Filters allow you to group lens products together in a custom catalogue. This will help you with selecting lenses on a dispense.

In order to create a Lens Filter in the Spectacles module, do the following:
*Go to the Spectacles Module.
*Click the Maintenance tab in the toolbar.
*Click Lens Filter in the Specs group.
*Give your Lens Filter a Name.
*Use the Group, Material and Supplier filters to filter the lenses in the Lenses list.
*Double click on each lens required, this will add that lens to the Selected column.
*Repeat the above as necessary to add additional lenses to your Lens Filter.
*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 Spectacles 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.

[[Spectacles|Back]]

[[Optisoft.NET Help|Home]]

File:PaymentCategoryMaintenanceMay23.png

2023-05-31T08:29:18Z

Optiwiki:

Ending a Clinical Record Visit

2023-05-31T08:25:06Z

Optiwiki:

=Ending a Visit=
When you have completed your Clinical Visit and updated all the page information, you must then End the Visit. Ending the Visit will update the Patients Module with the Recall and Rx details that you have recorded during the Clinical Visit. Patient Analysis Codes and Appointment Outcomes, can also be updated at this stage.

To End the Visit, you must click on the End Visit button in the toolbar.

<center>[[image:ClinicalEndVisit2022.png|border|Clinical Records End Visit]]</center>

==Patient Tab==
The Patient tab allows you to update the Patients Recall and the Appointment Outcome.

You can also review the Patient Analysis Codes that will be updated.

<center>[[image:ClinicalEndVisitPatientTab2022.png|border|700px|Clinical Records End Visit]]</center>

To update the Patients Recall, you need to select an appropriate Start Date, Recall Type, Recall Category and set the Recall Preference order. When selected, you must then click Save and update the Recall Grid.

Please note, if a Patient already has a recall of the same type that you wish to update, you must double click on the relevant recall in the Recall Grid first.

When ready, you can then click on Next to move onto the next tab.

==Visit Tab==
The Visit Tab allows you to review the Advice and Rx details that you have recorded in your Clinical Visit.

There is also a Pathway check list so you can check nothing has been missed out during the Visit.

<center>[[image:ClinicalEndVisitVisitTab2022.png|border|700px|Clinical Records End Visit]]</center>

For users using the eGOS module, you will also have the opportunity to create a GOS 1 Form at this stage, by clicking the Create GOS 1 button.

Once a GOS 1 is created you will also then be able to create a GOS 3 Form, by clicking the Create GOS 3 button.

Should a GOS 1 or 3 Form have already been created for the patient in your visit, the details you enter at this stage will be added to those forms, rather than creating new ones.

When ready you can click the Finish button. Please note, it is only at this point that the information is updated in the Patient module.

[[Clinical Records|Back]]

[[Optisoft.NET Help|Home]]

Creating a Clinical Record Visit

2023-05-31T08:21:18Z

Optiwiki:

=Creating a New Visit=
In order to create a new Clinical Records Visit you first of all need to choose a Staff Member and a Visit Type.

Upon doing so, the Pathways of that Visit will be displayed on the summary screen.

<center>[[image:ClinicalPathways2022.png|border|700px|Clinical Records Pathways]]</center>

To complete the Visit, you will be required to complete each Pathway, starting with the one in the top left and working your way through to the one in the bottom right.

When ready, you can click on the first pathway to start the exam.

==Pathways==
Each Pathway contains a list of pages. Whilst in a Pathway, this list can always be viewed down the right hand side of the screen.

You can navigate from page to page by using the Next or Previous Page buttons at the bottom of the screen, or by clicking on the relevant page on the right.

You can also navigate between Pathways, by using the Next or Previous Pathway buttons.

In addition, you can also using the Open Page drop down in the toolbar ribbon, to navigate to any Page, on any Pathway at any stage of the Visit.

When on the final Page of the last Pathway, clicking the Finish button, will return you to the Summary page with your results displayed in each Pathway box.

==Pages==
A Page can be one of 4 different types as described below. When completing a Visit, you will enter your results on each Page within each Pathway.
===Single Options page===
A Single Notes page is designed with one text box in the middle of the screen that can be used to record the results of the current visit.

<center>[[image:ClinicalSinglePage2022.png|border|700px|Clinical Records Single Notes Page]]</center>

There is also a Previous Notes text box at the top of the screen, that will display the notes from the last instance of the same page. Notes can be manually typed, copied from a previous visit or entered by clicking on the Page Options that run down the right and left sides of the screen.

===Split Options page===
A Split Notes page is designed with two text boxes in the middle of the screen that can be used to record the results of the current visit, one for the Right Eye and the other for the Left Eye.

<center>[[image:ClinicalSplitPage2022.png|border|700px|Clinical Records Split Notes Page]]</center>

There is also 2 Previous Notes text boxes at the top of the screen, that will display the notes from the last instance of the same page. Notes can be manually typed, copied from a previous visit, copied from the Right Eye to the Left Eye or entered by clicking on the Page Options that run down the right and left sides of the screen.

===Spectacles Prescription page===
A Spectacles Prescription page is where you will be able to record your spectacle prescription details.

<center>[[image:ClinicalSpecsRxPage2022.png|border|700px|Clinical Records Spectacles Rx Page]]</center>

Each field can be turned on or off so you can design pages differently, depending on what you wish to use it for. A Previous Rx box is at the top of the screen and a Notes text box below the Rx details, will link you to a dedicated Notes page so you can make additional notes.

The Copy Rx button will allow you to either:
*Copy a Prescription from the patients module.
*Copy values from another Spectacles or CL Prescription page.

===Contact Lens Prescription page===
A Contact Lens Prescription page is where you will be able to record your contact lens prescription details.

<center>[[image:ClinicalCLRxPage2022.png|border|700px|Clinical Contact Lens Rx Page]]</center>

In addition to the Rx details, the contact lens Product can also be recorded. A Previous Rx box is at the top of the screen and a Notes text box below the Rx details, will link you to a dedicated Notes page so you can make additional notes.

The Copy Rx button will allow you to either:
*Copy a Prescription from the patients module.
*Copy values from another Spectacles or CL Prescription page.

===Previous Visits Tab===
During a visit, in the Activity Pane on the right hand side of the software, the Previous Visits tab will be displayed.

<center>[[image:PreviousVisitsMay23.png|border|400px|Clinical Contact Lens Rx Page]]</center>

This tab allows you to view previous visits for the selected patient while performing the current visit.

You can scroll back and forth through the previous visits as necessary, using the arrow controls at the top of the tab.

You can also copy text from the previous visit, for use in the current visit and also make the text smaller or larger as required.

[[Clinical Records|Back]]

[[Optisoft.NET Help|Home]]