Operations

What Should an Optician Stock, Prescription and Account Tracking Program Offer?

When inventory, prescriptions and accounts aren't unified in one system, data gets fragmented in optician stores. The right software should connect these three processes.

June 18, 20267 min read

Why should inventory tracking be industry-specific?

Optician stock is not just a matter of quantities. Brand, model, lens/contact-lens type, barcode, purchase price, sale price, supplier and branch information must all be tracked together. General inventory software often doesn't present these details in line with the optical sector's ways of working.

Prescription tracking speeds up the sales process

Quickly accessing a customer's past prescription makes repeat sales easier. When the prescription archive is integrated with the customer card, sales history and delivery processes, store staff can access the right information from a single screen.

Account balances and collections shouldn't be kept separate

When store-credit sales, partial collections and customer debt are kept separate from the sales screen, cash and receivables tracking gets muddled. Optical account-balance software should automatically create the debt arising from a sale and post every collection to the customer's account.

The advantages of integrated software

When stock, prescriptions and account balances are unified in the same system, the manager clearly sees which products turn over quickly, which customers owe money and which prescriptions convert into sales.

  • Stock errors decrease
  • Customer history is never lost
  • Collections and store-credit tracking become clear
  • Branch performance becomes measurable
  • Supplier payables and cost tracking become easier

Put what we've written into practice

Put the digitalization steps in this guide into action right away with Optik Panel.

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