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OfficeMate Home Office User's Guide - OfficeMate Software Solutions

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Setting up <strong><strong>Office</strong>Mate</strong><br />

Chapter 1 Getting Started<br />

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Click OK to save your changes.<br />

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To select hard contact order preferences<br />

From the <strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> main window, click Setup.<br />

Select Location Preferences.<br />

The Location Preferences window opens.<br />

Select All from the System Preferences For drop-down menu to set the<br />

default preferences for all store locations.<br />

OR<br />

Select a store from the System Preference For drop-down menu to set the<br />

preferences for an individual location.<br />

Notes<br />

• If your practice is setting up location inventory preferences for<br />

the first time, select All to set defaults for all locations. Later,<br />

select the individual stores to change only those defaults that are<br />

different from other locations.<br />

• Changes made to these preferences do not take effect until<br />

<strong><strong>Office</strong>Mate</strong> is closed and reopened at the location.<br />

Click the Hard Contact Order tab.<br />

If you selected a store from the System Preference For drop-down in step 3,<br />

select only those Location Override check boxes (the check boxes on the left<br />

side of the window) that correspond to store preferences that will deviate from<br />

the preferences set for all locations; otherwise, go to step 6.<br />

Select an internal lab from the If Order from Is Lab, which Lab drop-down<br />

menu, as needed.<br />

Select Yes from the Warn if the Lens is Discontinued radio buttons to<br />

display a dialog box when a discontinued lens is recorded on an eyewear order.<br />

74 <strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> User’s <strong>Guide</strong>

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