OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 1 Getting Started
Setting up OfficeMate
Select All from the System Preferences For drop-down menu to set the
default preferences for all store locations.
OR
Select a store from the System Preference For drop-down menu to set the
preferences for an individual location.
Notes
• If your practice is setting up location inventory preferences for
the first time, select All to set defaults for all locations. Later,
select the individual stores to change only those defaults that are
different from other locations.
• Changes made to these preferences do not take effect until
OfficeMate is closed and reopened at the location.
Click the Soft Contact Order tab.
If you selected a store from the System Preference For drop-down in step 3,
select only those Location Override check boxes (the check boxes on the left
side of the window) that correspond to store preferences that will deviate from
the preferences set for all locations; otherwise, go to step 6.
To allow users to adjust product quantity on hand from the Eyewear Order
window, select Yes from the Display the Adjust Quantity On Hand
Button radio buttons.
Select the default source for soft lens orders by selecting one of the Preferred
Source to Order Lenses radio buttons.
Select any alternative soft lens sources from the If the Preferred Source
Does not Have the Lens, Order From check boxes.
Select an internal distribution center from the If Order from Is DC, which
DC drop-down menu, as needed.
Select an internal lab from the If Order from Is Lab, which Lab drop-down
menu, as needed.
If the lens is not in stock at the internal distribution center or internal lab, and it
must be ordered from the vendor, select the location to which the vendor should
send the lens from the Ship the Lens Directly To radio buttons.
Select Yes from the Display Availability at Other Stores radio buttons to
display other store locations inventories if the lens is out of stack at your
location.
Select Yes from the Warn if the Lens is Discontinued radio buttons to
display a dialog box when a discontinued lens is recorded on an eyewear order.
Select Yes from the Warn if the Lens is Backordered radio buttons to
display a dialog box when a backordered lens is recorded on an eyewear order.
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