Sales & Customer CRM
Fast sales, store-credit tracking and customer history on one screen.
Core Benefits
- ✓Create a sales receipt in seconds
- ✓Support for store-credit sales and partial collections
- ✓Customer search and past-sales viewing
- ✓Prescription-linked sales records
Sales speed determines customer satisfaction
During busy hours, a slow sales screen creates queues. The Optik Panel sales module completes customer selection, adding products, choosing a payment method and printing the receipt with minimal clicks.
Store-credit and collections management
Store-credit sales are automatically reflected in the customer's account balance. Subsequent collections are recorded in the cash book as cash received; the remaining balance is updated in real time. In the accounting summary, total customer receivables are always up to date.
- Cash, store-credit and mixed payments
- Cash and credit card payment methods
- Per-customer payable/receivable summary
- Sales cancellation and approval workflow
Related Features
Digital Prescription Archive
Digitize eyewear and contact lens prescriptions securely. Complete prescription records including SPH, CYL, AXIS and PD values.
Centralized Accounting & Cash
Cash book, expense categories, customer receivables and supplier payables in a single accounting panel.
SMS Notifications
Glasses-ready notifications, appointment reminders and campaign SMS — automate your customer communication.