pticPro

A walk through the system, one screen at a time

From a customer walking in to knowing who to call back next month. These are real screens from a running system — scroll at your own pace, nothing to install and no sound needed.

Six steps · about two minutes to read

01

The counter

Everything starts here. Search a collection waiting to be picked up, search a buyer, or start a new sale. The month's takings sit on the right — what came in, what is still unpaid.

opticpro — home
The OpticPro home screen: New Sales, Clock In and Appointment buttons, search boxes for collections, buyers and sales, and the year's transactions listed with totals and unpaid amounts.
02

Start a sale

One button opens a blank sale. It begins as a walk-in — press F3 or click the name to attach a customer, and their whole history comes with them. Frame, right lens and left lens each get their own search, because that is how a dispense is actually built.

opticpro — new sales
A blank New Sales dialog: walk-in customer chip, an Add RX checkbox, Sales By staff field, and separate search boxes for Frame, Right Lens, Left Lens and Other Items, with the totals all at zero.
03

Build the sale

Items go on with the staff member who sold them, the points earned, and any discount applied to that line — here 8% off a titanium frame. Underneath, the collection is tracked: when it was promised, whether it has been picked up, and who handed it over.

Totals run along the bottom at all times — total, discount, net, deposit, points redeemed, paid, and the balance still owing.

opticpro — edit sales
A sale with three lines: multi-purpose solution, a Meridian Flex frame, and an Aurora Titanium Rimless frame with an 8 percent discount. Each line shows the staff member and points earned. Collection details show status Collected and who collected it. Totals show net 815.60 and balance zero.
04

Take the payment

Cash, bank transfer or card — and more than one on the same sale if that is what the customer hands over. Deposits are supported, loyalty points can be redeemed against the balance, and the receipt prints from the same window.

opticpro — add payment
The Add Payment dialog: a member with 158 points worth RM 1.58, a payment type selector set to Bank Transfer, an amount field, a recorded cash payment of 815.60 dated 05-Oct-24, a Receipt button and a paid total of 815.60.
05

Who is due back

This is the part most systems leave out. Every customer overdue for an eye exam, ranked by what they spend with you — how long it has been, how many visits, and whether you have already contacted them. One tap opens WhatsApp with the message ready.

No list to maintain. It is worked out from your own sales history.

opticpro — marketing / recall list
The recall list: fourteen customers with no eye exam in eighteen months or more, totalling RM 17,185, ranked by spend, with WhatsApp icons beside each phone number and a column showing who has already been contacted.
06

Who is due to re-buy

The same idea on the product clock. Contact lenses run out on a different schedule than frames, so each product type gets its own overdue window — and you can see what they bought last and when.

opticpro — marketing / repurchase list
The repurchase list: twenty-two customers with no contact lens purchase in three months or more, totalling RM 8,696, showing quantity bought, months since, last bought date and the last product each customer took.

See it with your own data

Message us on WhatsApp and we'll walk you through it — try the demo, about twenty minutes.

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