Difference between revisions of "Spectacle Dispensing - Creating Markup Schemes"

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*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/shared/optisoftorb.jpg in the top left of the screen.
*Go to Maintain > Spectacles > Markup Schemes.
<center>http://www.optisoft.co.uk/wiki/images/optisoft/SpecsDisp/SpecsDispMarkupSchemes.png</center>
*Click the New icon in the toolbar.
*Give your Markup Scheme a Name and choose what type of product this Scheme will affect.
*Click on the Details tab.
*Select all the necessary options from the available drop down lists. The list will vary depending on what type of Markup Scheme you are creating.
*Click on the Fees tab.
*Enter any relevant fees.
*Click on the Rounding tab.
*Here you can select a Floor Price, a Ceiling Price and choose a Rounding option.
*Click on the Ranges tab. There are 2 options available
**Either, click on New Range icon in the toolbar. Then enter your next range bracket in the To £ text box. Then enter a Mark-Up Multiplier. Repeat as necessary.
**Or, click on the Mark-Up Builder icon in the toolbar. Then enter your next range bracket in the To £ text box. Then use the calculator options to create a Mark-Up Formula. Repeat as necessary and click Save and then Close when finished.
*Now click the Save icon in the toolbar and then the Close icon to return to the list of available Markup Schemes.
*In order for your Markup Scheme to have any effect, you must apply it. Highlight it in the list, and click Apply in the toolbar. This will display a list of relevant products that you can select from.
*When ready, click Apply to apply your Markup Scheme.
[[Spectacle Dispensing - Setting Up Spectacle Dispensing|Back]]
[[Spectacle Dispensing - Setting Up Spectacle Dispensing|Back]]

Latest revision as of 09:42, 20 February 2017

  • Click on the optisoftorb.jpg in the top left of the screen.
  • Go to Maintain > Spectacles > Markup Schemes.
SpecsDispMarkupSchemes.png
  • Click the New icon in the toolbar.
  • Give your Markup Scheme a Name and choose what type of product this Scheme will affect.
  • Click on the Details tab.
  • Select all the necessary options from the available drop down lists. The list will vary depending on what type of Markup Scheme you are creating.
  • Click on the Fees tab.
  • Enter any relevant fees.
  • Click on the Rounding tab.
  • Here you can select a Floor Price, a Ceiling Price and choose a Rounding option.
  • Click on the Ranges tab. There are 2 options available
    • Either, click on New Range icon in the toolbar. Then enter your next range bracket in the To £ text box. Then enter a Mark-Up Multiplier. Repeat as necessary.
    • Or, click on the Mark-Up Builder icon in the toolbar. Then enter your next range bracket in the To £ text box. Then use the calculator options to create a Mark-Up Formula. Repeat as necessary and click Save and then Close when finished.
  • Now click the Save icon in the toolbar and then the Close icon to return to the list of available Markup Schemes.
  • In order for your Markup Scheme to have any effect, you must apply it. Highlight it in the list, and click Apply in the toolbar. This will display a list of relevant products that you can select from.
  • When ready, click Apply to apply your Markup Scheme.


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