Dispensing and inventory overview

Dispensing, inventory and supplier ordering share one workflow in ooptify — the dispense creates the invoice and the supplier order.

Dispensing#

Dispensing records capture frames, lenses, contact lenses, measurements, coatings and tints, and recommendations. They can start from a consultation or stand alone, and generate invoice items and procurement jobs automatically. Patients receive an automatic message when their order is ready to collect.

Inventory#

Each location manages its own stock:

• Import stock from CSV or Excel with a guided import wizard, or enter items manually
• Print barcode labels (Code 128 and EAN-13) and scan to find items
• Set pricing rules, reorder points and favourites
• Track stock classifications (retail, consignment, demo, service, loan)

Supplier ordering#

Order frames, lenses and contact lenses from your suppliers inside ooptify — either for a patient job or as stock orders. Suppliers fulfil orders through the ooptify supplier portal, and you see live status from accepted through processing and shipped to received. Contact lens reorders can start straight from the patient's history.

Note: step-by-step guides with screenshots are being prepared. If you need help sooner, contact support.