Knowledge Base
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| Receiving A Purchase Order - Enterprise i-Clarity Purchase Order Processing consists of 5 stage:
Creating an initial Purchase Order
Sending it to the supplier.
Recording the goods and services that have been received.
Reconciling the goods received with the supplier invoice.
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
This article looks at section 3, recording the goods and services that have been received.
When you receive stock, you should always record the fact that it has been received against the relevant Purchase Order. This will achieve several objectives depending on the type of order that you are dealing with. In all cases, recording the fact that a Purchase Order has been received will make it possible to reconcile those Purchase Orders with the relevant invoices - see the section on Invoicing for further details about this.
Spectacle Or... Stock - Enterprise |
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| Reconciling Purchase Orders - Enterprise i-Clarity Purchase Order Processing consists of 5 stages:
Creating an initial Purchase Order.
Sending it to the supplier.
Recording the goods and services that have been received.
Reconciling the goods received with the supplier invoice.
Exporting the confirmed invoice to an accounts package, e.g. Xero, for analysis and payment.
This article looks at section 4, reconciling the goods received with the supplier invoice.
Once you have created Purchase Orders and recorded the fact that the goods you ordered have been received (or not, as the case may be) then you can use i-Clarity to reconcile your Purchase Orders and delivery notes with the supplier invoices. This complete Purchase Order Processing (‘POP’) cycle has several benefits:
When you record goods received you are checking that you have received the goods that you have ordered – and only those goods that you have orde... Stock - Enterprise |
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| Add A New GP - Enterprise Go to Maintenance, Patient Information and the GPs.
This is where you can populate the General Practitioners in your area that can then be added to a Patient Record. i-Clarity will then use this to fill in NHS forms etc.
... Maintenance - Enterprise |
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| Automated Appointment Reminders - Enterprise You can set appointment reminders in Maintenance, Branch & System and then System Parameters.
... Maintenance - Enterprise |
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| Automated Appointment Confirmations (Specific) - Enterprise You can set the system to automatically send appointment confirmations and reminders. You can create different messages for different appointment types. For example, you may want to include a reminder to wear contact lenses for an Aftercare appointment.
Navigate to Maintenance, Branch & System, Branch Full Config and click 'Config Appointment Confirmations'. This is open a new window. (Please note - there is also an 'Appointment Communications' form in Maintenance. This will update the appointment confirmation communication for the branch you are logged into only).... Maintenance - Enterprise |
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| eGOS Security Certificate - Enterprise If you need to submit GOS forms to the PCSE website from this computer, you need to install the security certificate.
Create a folder called 'Programs' in the C: drive of your computer.... EGOS - Enterprise |
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| Set 'Order Lenses' To Default - Enterprise To set order lenses to default, navigate to Maintenance, Branch & System and then System Parameters. At the top of the screen, tick the 'Order Lenses by Default' checkbox. This will then automatically check the 'Order Lenses' checkbox when dispensing.
... Maintenance - Enterprise |
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| Set Default Blank Sizes - Enterprise To set default blank sizes, navigate to Maintenance, Branch & System and the System Parameters. Under Orders/Dispense you can enter the Default Blank Size, Default Min and Default Max.
... Maintenance - Enterprise |
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| Require Registered Optician Sign-Off For U16 - Enterprise Due to regulations regarding dispensing spectacle to under 16s, you can stop anyone who who is not a registered professional from collecting spectacles off the system.
Navigate to Maintenance, Branch & System and then System Parameters. Under Orders/Dispense, there is a 'Registered Optician Sign-off Required for Under 16s' check box.
If this box is checked, when a user tries to collect spectacles off the system, it will require the password of a registered professional.
If the checkbox is unticked, any user will be able to collect spectacles on the system.
This box is checked by default and is recommended.
... Maintenance - Enterprise |
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| Set Default Deposit Prompt And Percentage - Enterprise You can set the system to prompt for a deposit at a chosen percentage in Maintenance, Branch & System, System Parameters.
Under Orders/Dispense, tick the 'Prompt for Deposit Amounts' checkbox. Then type the percentage amount you would like to be paid in the 'Default Deposit Percentage' box.
... Maintenance - Enterprise |