Tri-State Optical — Order Management

Recent Orders

Invoice #	Patient	Doctor	Date	Total	Status

Patient & Order Info

Invoice #

Patient Name

Date

Patient Address

Order Type

Pair Right Only Left Only

Account Type

Retail Safety

Doctor

Sold By

Mail to Patient?

Yes No

Prescription (Rx)

	Sphere	Cylinder	Axis	Prism/Base 1	Prism/Base 2
Right Eye
Left Eye

⚠️ Warning: The Sphere values have different signs (one + and one −). They are typically both positive or both negative. Please double-check the prescription.

	Add for Reading	Height (mm)	Monocular Distant PD	Monocular Near PD	Lens Type
Right Eye
Left Eye

Lens Details

Material

Color

Safety Thickness

Lens Treatment

Lens Prep

Frame Type

Frame Measurements

Eye Size A

Eye Size B

Bridge or DBL

Temple Length

Frame Specifications and Comments

Charges

Lenses ($)

Frame ($)

Other Charge Description Amount ($)

Total ($)

Status

Payments

Payment Method

Amount ($)

Date

Invoice #	Patient	Doctor	Date	Total	Balance	Status	Actions

Patient Name	Address	Total Orders	Last Order	Total Spent	Flag	Actions

Scan Frames

➕ Check IN (received) ➖ Check OUT (sold)

Tip: A USB barcode scanner works like a keyboard — click in the box above and scan. Check IN adds 1 to stock; check OUT removes 1.

Add / Edit Frame

Barcode / SKU

Brand

Model

Color

Eye Size

Quantity

Our Cost ($)

Retail Price ($)

Frames in Stock

Barcode	Brand	Model	Color	Size	Qty	Cost	Price	Actions

Recent Activity

Add or remove options from the dropdown lists on the order form. Changes take effect immediately on this computer.

Which prices are you editing?

Retail prices Safety — Tier 1 Safety — Tier 2

Enter your per-pair prices. When an optician picks a Lens Type + Material (+ Treatment) on the order form, the Lenses charge fills in automatically: base price + treatment upcharge — from the Retail or Safety grid depending on the order's Account Type. Leave boxes blank for combinations you don't sell. The rows and columns come from your Manage Lists.

Base Prices — Lens Type × Material

Treatment Upcharges — separate grid for each Lens Type

Lens Type

Upcharges are added to the base price for this lens type. Enter 0 in the Clear/None row for combinations you sell with no treatment. Blank = not available — the order form will refuse to price that combination.

Safety Companies & Allowances

Each safety company pays up to its allowance per order; the employee pays anything over. Leave the allowance blank if the company pays the full amount with no limit. Each company is also assigned a Tier, which decides which Safety price grid applies to its orders (edit the Tier 1 / Tier 2 prices on the Price Grid tab).

Company Name

Allowance ($)

Tier

Requirements / Restrictions / Authorization Notes

Export (save a copy of your data)

Everything you enter (lists, prices, orders, inventory, patient flags) lives only in this web browser on this computer — it is not visible in your chat with Claude. Use Export to save a file of it. You can then:

Upload that file to Claude so your Manage Lists / Price Grid become the built-in defaults for every computer
Move your data to another computer or a fresh copy of the app
Keep it simply as a backup in case anything gets accidentally erased

Lists (lens types, materials, etc.) Price Grid Other Charges prices Patient Flags Orders Frame Inventory

Import (load a backup file)

Choose a backup file exported from this program. This will add to / overwrite matching items on this computer — it won't touch anything not included in the file.

Per-Pair Bonus

Every completed order earns this amount, based on the order's Account Type. This is on top of any lens spiff below.

Retail Order ($)

Safety Order ($)

Lens Type Spiffs (extra bonus)

Extra dollar amount earned for selling specific lens types, added on top of the per-pair bonus. Leave blank for lens types with no extra spiff.

Commission Report

Employee

From

Orders by Status

Top Doctors

Monthly Revenue

Dashboard