OfficeMate Home Office User's Guide - OfficeMate Software Solutions

CHAPTER 4
Maintaining Product &
Service Information
In this chapter:
For information on
maintaining
products and
services, see the
904 “Building
Maintaining Your
Products &
Services
Database” training
course.
• Setting Up Product & Service Information, 215
• Loading Lens Products into OfficeMate, 221
• Opening the Products Window, 224
• Finding Products & Services, 224
• Recording Product Information, 227
• Recording Service Information, 243
• Updating Many Products & Services, 251
Maintaining product and service information in OfficeMate allows you to generate
sales and production reports; automatically transfer price, product, and insurance
information into fee slips; generate accurate information on eyewear and contact lens
Rx order forms; and provide services to use in the Appointment Scheduler. You can
set up and record as little or as much product and service information in OfficeMate
as is necessary for your practice.
Setting Up
Product &
Service
Information
You can set up as little or as much product and service information in OfficeMate as
is necessary for your practice. This section tells you how to set up product and service
information in OfficeMate Home Office, including how
• To set up product types, 216
• To set up product preferences, 218
• To set up barcode label options, 219
• To set up commission classes, 220
Note
Press the F12 key when your cursor is in a drop-down box to open a
Maintain window and add new items to the drop-down menu
selections. For more information on using the F12 key, go to To add and
maintain list box selections (F12) on page 5.
OfficeMate Home Office User’s Guide 215