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I-Clarity Hub - Knowledge Base - Adding A New Frame Model To The Stock System - Enterprise

Adding A New Frame Model To The Stock System - Enterprise

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I-Clarity Version: Enterprise - View the i-Clarity version of this article
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This process is to add a new frame model to the system.

Navigate to the Stock Module by clicking on the Back Office & System Modules button and the clicking on Stock.

This will open the Stock module as shown below.

Click 'Create Frame/Sun' on the bottom Menu bar.

This will bring up the following window.

Complete the fields on the 'New Product Range' form.

  1. Select if you are adding an ophthalmic frame or sunspec.
  2. Type in the frame name or model number.
  3. Type in the available size of the frame, then click the button 'Add Size'. (Repeat this step if the frame is available in more than one size).
  4. Type in the available colour of the frame and click the button 'Add Colour'. (Repeat this step for all the available frame colours of this frame you would like on the system).
  5. Select the correct Analysis Type for this frame from the drop-down list.
  6. The VAT category should be automatically selected, so check this VAT category and only amend if necessary.
  7. Select the supplier of the frame from the drop-down.
  8. Select the frame range from the drop-down.
  9. If the appropriate frame range is not in the list, you can click the button 'Modify Supplier Ranges' to add it.
  10. Style is a free type box that can be used to describe the style of the frame. It is not essential that this field is completed.
  11. Select the frame type from the drop-down list.
  12. Enter the cost price and sale price of the frame.
  13. VAT Category When Dispensed - If you are adding a sunspec to the system, the VAT category should be Fully Vatable for when it is sold through the till as a plano product. You should tick the box next to the VAT Category When Dispensed and select Partially Vatable so that when it is sold with prescription lenses, it is recorded as a partially vatable product.
  14. Case - Tick this box if the frame is supplied with a specific case. When you mark a job with this frame as checked and received, you will receive a note that this frame is supplied with a case.
  15. Receipt Desc - If you would like the receipt to print a different product description for this product, you can enter this here. You would use this feature if you didn't want the full model description to print out on the patient receipt.
  16. Once all the fields have been completed, click 'Create Range'.

A new window will open which allows you to add the stock quantities that have arrived for this frame model.

Enter the stock quantities in the 'Qty' column.

Click either 'Save', 'Save and Print Barcodes with Prices' or 'Save and Print Barcodes Without Prices'.

The frame and its stock quantities will be entered onto the system and barcodes will print if the applicable button was clicked.

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