Eyewear Store: Eye tests, glasses orders and collections for optical stores
BridgeERP books each exam room, puts the frame, the lenses with the prescription and the eye test on one order, and keeps the glasses ready until they are collected.
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Invoicing
Point of Sale
Inventory
Appointments
CRM
Every exam room, booked for the length of the test
Eye tests and contact lens trials are booked on a free exam room for as long as they take, and each booking shows whether the customer came.
- Appointments
Friday, booked ahead
Friday is already booked in both exam rooms before and after noon: twelve eye tests and three contact lens trials.
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- Appointments
Checked in or no show
On Saturday ten eye tests and contact lens trials were checked in, and an eye test booked for 15:45 was marked as a no-show.
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- Appointments
An eye test takes 45 minutes
The eye test books either exam room for 45 minutes, Monday to Saturday from 09:00 to 13:00 and 14:00 to 18:00, at least an hour ahead.
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By the numbers
What ships inside
Counted in the product.
- 5
- statuses a booking can have: request, booked, checked in, no show and cancelled
- 3
- ways to assign a booking: the resource then the time, the time then the resource, or the time with the resource assigned automatically
- 6
- states of a delivery: draft, waiting another operation, waiting, ready, done and cancelled
- 2
- ways a reordering rule runs: automatically, or manually from the replenishment list
Inside the app
What is inside
The apps an optical store runs on, and what each does for the day.
Eye tests by exam room
The eye test and the contact lens trial are appointment types that book an exam room for as long as each takes.
Booking statuses
Each booking is marked booked, checked in, no show or cancelled, so the schedule shows who actually came.
Glasses on one order
The frame, the pair of lenses and the eye test go on one till order, with the prescription written on the lens line.
Ready for collection
An order collected later keeps the glasses in a delivery for the collection day, ready until they are handed over.
Contact lenses by power
Each power of a contact lens is a variant with its own barcode, price and stock.
Lens care reordering
A minimum and maximum per product put low contact lenses and solutions on the replenishment list.
Staff rota
Shifts by role show which optometrists, optical assistants and front desk staff are in each day.
Sales by category
The sales analysis splits the takings into frames, spectacle lenses, contact lenses, lens care, sunglasses, accessories and eye tests.
Step by step
From the eye test to the collection
How a pair of glasses moves through an optical store in BridgeERP, and which app does each step.
- Step 1
Book
An eye test or a contact lens trial is booked in a free exam room.
Appointments - Step 2
Test
The booking is checked in when the customer arrives, or marked as a no-show when they do not come.
Appointments - Step 3
Order
The frame and the pair of lenses go on the till order with the prescription on the lens line, and the eye test with them.
Point of Sale - Step 4
Pay
The order is paid by mobile money, card or cash, with the day the glasses will be ready.
Point of Sale - Step 5
Collect
The delivery stays ready until the customer collects the glasses, then it is validated.
Inventory - Step 6
Restock
Contact lenses and solutions under their minimum are ordered from the distributor and received.
Purchase
Frame, lenses and eye test on one order
The frame, the pair of lenses with the prescription on the lens line and the eye test go on one order, and the glasses wait in a delivery until they are collected.
- Point of Sale
Progressive lenses in a Tommy Hilfiger frame
After an eye test, Nisha Jeptoo ordered a Tommy Hilfiger frame with progressive lenses, the prescription on the lens line and the eye test free: KES 35,000.
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- Inventory
Glasses waiting to be collected
Four pairs of glasses are ready at the counter, two to collect today and two tomorrow, each delivery linked to the till order it came from.
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- Point of Sale
A day at the optical counter
Tuesday at the counter: glasses ordered after eye tests, contact lenses after trials, eye tests paid on their own and walk-in sales of lens care, contact lenses, sunglasses and accessories.
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Contact lenses by power, restocked by rules
Each contact lens power has its own barcode and stock, and a minimum and maximum per power bring low stock back up from the distributor.
- Inventory
Nine powers of one monthly lens
Air Optix plus HydraGlyde in nine powers from -0.50 to -3.00, each with its own barcode and stock: 13 lenses of -1.75, and one each of -2.75 and -3.00.
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- Inventory
What to order next
Seven powers are down to one lens or box, under their minimum of two: two of the monthly lens and five of the daily lenses.
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PurchaseThe distributor order
The order to Mboni Eyewear Distributors, confirmed on Tuesday 8 September at 15:10, arrived on Wednesday at 08:10, before the store opened.
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Who is in the exam rooms and at the counter
The rota shows which optometrists, optical assistants and front desk staff work each day.
Shift PlanningThe week's shifts by role
This week's rota: the optometrists work 09:00 to 18:00 with one weekday off each, the first counter shift starts at 08:45, and nobody works on Sunday.
Explore Shift Planning →Takings by category, bookings by day
The sales analysis splits the takings by product category, and the appointments report counts bookings by day and status.
Point of SaleSix days by category
From 9 to 15 September frames brought in the most, ahead of contact lenses and spectacle lenses; eye tests count only when paid on their own.
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AppointmentsBookings by day and status
59 bookings checked in and 3 no-shows over the last six open days, and 39 booked for the next four.
Explore Appointments →Who uses it
Who uses it, and what they see
One system for the front desk, the exam rooms, the counter and the office.
Front desk
Books eye tests and contact lens trials, checks customers in, marks no-shows and charges eye tests paid on their own.
Optometrists
See the bookings in their exam room and their own shifts.
Optical assistants
Ring up glasses with the prescription on the lens line, and validate the delivery when the customer collects them.
Store manager
Sets the reordering rules, orders from the distributor, keeps the rota and follows the takings by category.
Works with
Runs with the rest of BridgeERP
Apps an optical store draws on.
In your country
Your currency, payments and taxes
Set to the country the store trades in.
Company currency
Frames, lenses and the daily takings are kept in the currency of the company; the demo store trades in KES.
Prices with tax included
A tax can be included in the price, so the till charges the shelf price and works the VAT out of it; the demo follows a Kenyan example.
Mobile money, card and cash
Each till has its own payment methods; the demo optical counter takes M-Pesa, card and cash.
Accounting by country
Accounting packages for more than 100 countries set up the chart of accounts, the taxes and the tax report.
Getting started
Getting started
How an optical store moves onto BridgeERP.
Add the exam rooms
Create the exam rooms as resources, with the hours the store is open.
Set up the tests
Create the eye test and the contact lens trial with their duration, the rooms they book and the price of a test.
Load frames and lenses
Import frames with their colours and barcodes, and contact lenses with a variant per power, then set a minimum and maximum for lens care.
Open the counter
Create the till with its payment methods, the staff who sign in to it and orders collected later.
Questions
Questions about Eyewear Store
Not covered here? Contact us.
Can eye tests be booked by exam room?
Yes. The eye test is an appointment type scheduled on resources such as exam rooms, and the bookings schedule shows each room's day, with each booking lasting as long as the test.
Where does the prescription go when a customer orders glasses?
In the demo the prescription is written as a customer note on the lens line of the till order, so it stays on the order with the frame and the lenses.
Can the eye test be free when the customer buys glasses?
Yes. The eye test goes on the same order with a 100% discount, while an eye test without glasses is charged at its price.
How do we see which glasses are waiting to be collected?
An order collected later keeps the frame and lenses in a delivery for the collection day. The deliveries still ready are the glasses waiting at the counter, each linked to its till order.
Can contact lenses be sold and counted by power?
Yes. Each power is a variant of the lens with its own barcode and stock, so the till scans the exact power and the stock list shows what is left of each.
Does the store know when to reorder contact lenses and solutions?
Yes. Each product or power can have a minimum and a maximum quantity. When stock falls below the minimum, the replenishment list shows the quantity to order from the distributor.
Tax compliance
Invoices your tax authority accepts
In Kenya, Uganda, Rwanda, Burundi and Zambia, each invoice, receipt and stock movement goes to the tax authority's own system when you post it. Ghana and Pakistan come next, and we connect 73 more countries on request.
- KenyaReady
eTIMS KRA
Invoices, credit notes, POS receipts and stock movements
- UgandaReady
EFRIS URA
Invoices, POS receipts and stock
- RwandaReady
EBM RRA
Invoices, POS receipts, stock and imports
- BurundiReady
EBMS OBR
Invoices, POS receipts, stock and manufacturing
- ZambiaReady
Smart Invoice ZRA
Invoices, POS receipts, stock and imports
Eyewear Store, app by app
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