OptiStore ONE PRODUCT FEATURES Introduction - Deen ONE.pdf · PRODUCT FEATURES Introduction ......

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OptiStore ONE ® PRODUCT FEATURES Introduction DEEN AND ASSOCIATES SOFTWARE ARCHITECTS INC., designs, develops, and integrates software for inventory management systems, customer management, sales transactions systems, embedded systems, and servers. Using our interdisciplinary talent coupled with the marketing and research strength of THE INSHA GROUP, we developed - and continue to develop- unique solutions to meet some of the many challenges of the optical industry. MODERN TIMES REQUIRE MODERN SOLUTIONS: In a world of hackers, e-mail worms, buffer overrun-exploits, and viruses, today’s business concerns are focused around security, information management, and high productivity. Moreover, with store break-ins, and property damage, it is critical information remains secure, and thieves are denied access to very sensitive business data. All of these very real threats can happen at any time, to any business, therefore it is essential that businesses arm themselves with real-world solutions that can help protect themselves for such catastrophic events. Traditional computing environments - with a PC loaded up with software that stores the data on the same machine- simply can not offer this level of defence. At Deen and Associates, we understand these concerns; and we have developed a solution for the optical retail business you own. OUR SOLUTION: We offer a complete system package. Using a two-tier approach; we will provide both a comprehensive software suite that was designed from the ground-up to manage the optical store you administer, as well as hardware that was designed to keep the software running smoothly and securely. Additionally, we provide training to you and your staff to use both hardware and software effectively THE HARDWARE The separation of data and device -- instead of storing critical business information on each computer on the store premises, we will store your company’s information in our state-of-the-art data centre. We will do this by using a type of computer called a thin client. A thin client is a modern, smart device that lets companies run computer applications at lower up-front and ongoing cost and with greater security than with PCs. These computers are small, lightweight machines that have no moving parts; and as a result are up to ten times more reliable than a PC, saving significant cost over the life of the device. Since thin clients do not store data on the device, they are viruses resistant, protect important data, and eliminate the need for desktop backups, hence they are much more secure than PCs We will provide the computing environment that is resistant to viruses, hackers, and physical damage of data. We will provide your company access to our systems, which are housed in a state-of-the-art ultra- secure data centre which include the following features 5

Transcript of OptiStore ONE PRODUCT FEATURES Introduction - Deen ONE.pdf · PRODUCT FEATURES Introduction ......

OptiStore ONE®

PRODUCT FEATURESIntroduction

DEEN AND ASSOCIATES SOFTWARE ARCHITECTS INC., designs, develops, and integrates softwarefor inventory management systems, customer management, sales transactions systems, embeddedsystems, and servers. Using our interdisciplinary talent coupled with the marketing and research strengthof THE INSHA GROUP, we developed - and continue to develop- unique solutions to meet some of themany challenges of the optical industry.

MODERN TIMES REQUIRE MODERN SOLUTIONS:

In a world of hackers, e-mail worms, buffer overrun-exploits, and viruses, today’s business concerns arefocused around security, information management, and high productivity. Moreover, with store break-ins,and property damage, it is critical information remains secure, and thieves are denied access to verysensitive business data. All of these very real threats can happen at any time, to any business, thereforeit is essential that businesses arm themselves with real-world solutions that can help protect themselvesfor such catastrophic events. Traditional computing environments - with a PC loaded up with softwarethat stores the data on the same machine- simply can not offer this level of defence.

At Deen and Associates, we understand these concerns; and we have developed a solution for theoptical retail business you own.

OUR SOLUTION:

We offer a complete system package. Using a two-tier approach; we will provide both a comprehensivesoftware suite that was designed from the ground-up to manage the optical store you administer, as wellas hardware that was designed to keep the software running smoothly and securely. Additionally, weprovide training to you and your staff to use both hardware and software effectively

THE HARDWARE

The separation of data and device -- instead of storing critical business information on each computer onthe store premises, we will store your company’s information in our state-of-the-art data centre. We will dothis by using a type of computer called a thin client. A thin client is a modern, smart device that letscompanies run computer applications at lower up-front and ongoing cost and with greater security thanwith PCs. These computers are small, lightweight machines that have no moving parts; and as a resultare up to ten times more reliable than a PC, saving significant cost over the life of the device. Since thinclients do not store data on the device, they are viruses resistant, protect important data, and eliminatethe need for desktop backups, hence they are much more secure than PCs

We will provide the computing environment that is resistant to viruses, hackers, and physical damage ofdata. We will provide your company access to our systems, which are housed in a state-of-the-art ultra-secure data centre which include the following features

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OptiStore ONE®

PRODUCT FEATURES Introduction cont…

Onsite 24 x 7 monitoring by professional security personnel

Uninterrupted power supply: in the event of a power failure, our systems will still run for severaldays on 750kVA diesel generators

Unique Iris Scanner Biometric identification System for identity confirmation

Key card access throughout the facility

Electronic motion detectors

Temperature and water sensors

Continuous video camera surveillance

Unified security breach alarm with access monitoring

Network monitored, fully integrated fire suppression system including fire department notificationand controlled shutdown

NASF3 dry gas fire suppression with smoke alarms positioned at key locations throughout thefacility

Suite-to-suite shielding from electronic interference for exterior and interior walls in accordanceto building code

THE SOFTWARE:

Flexibility, Agility, Security. The ability to respond first to market changes and customer demands, theseare the qualities a business must possess to thrive in the on demand era. And we’d like to show you howOptiStore® ONE software can assist and help deliver the information you need to know about the opticalstore business you own.

In this Product features guide you’ll learn about various tools our software provides to increase employeeproductivity, intelligent management and advanced collaboration. Software that works seamlesslytogether with the integrated systems, process all optical store business tasks from beginning-to-end.Software that can help your business streamline operations, speed time to value and respond ondemand.

ALL COMMANDS ARE DEPENDENT OF THEIR TIME.® After using OptiStore® ONE, you’ll soon findthat information is available whenever and wherever you demand it!

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OptiStore ONE®

PRODUCT FEATURESIntroduction cont…

With features such as, customer management, adaptive scheduling, lay-a-way management, inventorymanagement, and a medical research center – just to name a few – OptiStore® ONE is the only opticalstore management software you’ll ever need. In fact, we will even train you and your staff to becomeexperts on how to use the software to its optimal use.

SERVICES:

Due to rapid technological advancements in computer hardware and software, most merchants fear thattheir equipment will soon become obsolete. With the use of our supplied thin clients your business willhave lower ongoing capital expenditures - because applications run on servers - not the desktop - thinclient appliances can last longer, reducing ongoing capital expenditures by as much as 85% over eightyears, compared to PCs. Furthermore, because thin clients have no moving parts, the device is up to tentimes more reliable than a PC, saving significant cost over the life of the device; hence providing greaterreliability.

We will train you and your staff how to use OptiStore ONE. We will also help set-up the system, as wellas computerize the entire inventory. Most merchants have appreciated this service, as it gave them theconfidence to use the system effectively.

A maximum three days, set-up total systems, installation of all software and hardware withnetwork.

Staff training: consists, use of the system, help computerize the inventory, process and printorders.

Help putting the entire business under the system.

OptiStore ONEÂ can seek information, via the Internet, about the side effects of any prescribeddrug being taken by the patient, while eye examination is being performed. We will show doctorshow to use this software (which is an integrated system to operate with the store as well as thedepartment of health rules and regulations.

Trouble shooting, within 24 hours while under contract period. Assurance of providing servicesto run the system smoothly, and flawlessly.

Additional training of any new staff after the initial two-week period will be on per diem basis.

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OptiStore ONE®

PRODUCT FEATURESIntroduction cont…

SUMMARY:

System Package:

Hardware:

Thin client computers Keyboards Monitors Barcode Scanner Wireless Network Two complete systems, plus one laser printer

Software:

OptiStore ONE® software Microsoft Office Standard Edition® Access to our ultra-secure server

Training:

Training to you and your staff on how to use OptiStore ONE®

DEMONSTRATION:

Every client is a valued customer. We understand that time, convenience, and having relevantinformation at your fingertips are important to you. With that in mind, we would like to offer you a FREEpresentation on your premises at your convenience.

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OptiStore ONE®

PRODUCT FEATURESThe Main MenuAll commands are dependent of their time®

Book an appointment View Order Status Customer Record

Place an order User’s tools User’s notes

The main menu has six quick access functions to the most common tasks.

Speaks to each person according to his or her own intellectual aptitude: The graphical interface islogically laid out so that any user, of any intellectual calibre should be able to operate the systemwith ease.

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OptiStore ONE®

PRODUCT FEATURESBook an appointment

Quick and easy customer record and/or file creation.

OptiStore® ONE allows your practice to set-up appointmentschedule for an unlimited number of doctors.

Adaptive Scheduler – The scheduler can be taught about howlong a particular doctor will take for a patient of a particular agegroup. Thereby allowing for more accurate appointmentscheduling. This feature translates into less patient frustrationdue to excessive waiting; which equates to more potentialcustomers.

Add an unlimited amount of notes to the appointment schedule.

Place an order directly and accurately off the appointmentscheduler to save valuable time.

Verify Health Cards on the Ministry of Health’s IVR by using the schedulers built-in phone dialer.

*

The scheduler automatically handles version codes and translates them into the appropriatetouch-tones.

Easily identify the meaning of IVR response codes, and determine, if necessary, the appropriatecourse of action to take.

The Expired customer prescription checker quickly determines which customers are eligible foran eye exam. This feature makes it easy to continue to do business with the customers youalready have!

Preview of Customers with expired prescription Preview of the Appointment Schedule Preview of the Health Card verification tool

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OptiStore ONE®

PRODUCT FEATURESCustomer RecordsKnow your customer…

Allows for quick access to customerand family records.

Organize your customer records in aclear and logical manner. OptiStoreONE® allows you to classifycustomers as individual or families.The benefit of this feature as thereduction of time-consuming dataentry for multiple family members.This prevents erroneous results,and simplifies data entrycorrections.

Lower direct to customer advertisingcosts. This eliminates the problemof sending multiple postcards to thesame family address.

Store detailed customer records; including a full medical data, cell phone, e-mail address,business, fax numbers, customer’s occupation, and notes.

Store customer interests: With the use of our provided barcode scanner, in a matter of secondsyou can quickly record the date / time of visit, information for a particular product includingmake, model, colour, size, and SKU.

Keep track of items that are on hold, or lay-away for aparticular customer. The system will print a lay-away ticketdescribing the items on lay-away, as well as a tray label,which has the customer’s name and lay-away expiry date.

When items have been on lay-away for period beyond theexpiry date, the system will print out a list to help you locatethe items that need to be restocked.

OptiStore® ONE makes contacting a customer a snap! by voice or by e-mail at the click of abutton.

Export customer data, to an external file that is usable bymost programs, including Microsoft Excel®, Publisher®,Word®, Outlook®, and many others.

Mail Merge using most of your favourite programs (that canread CSV files)

Export customer recall data.

Preview of the Customer type tool

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OptiStore ONE®

PRODUCT FEATURESMedical RecordsOptiStore contains all the tools to perform a through eye examination.

Ability to print prescription.

Doctor customizable prescription, andletterhead.

Draw diagrams for; tests, cornea,lids, and retina

Diagram annotation.

View previous medical records whileperforming an examination.

Record medical conditions, observations, refraction information, contact lens exam details, healthhistory, and diagnosis all from one application.

Research Centre – seamlessly integrates with the Internet and allows doctors to look uppatient’s medication information and determine purpose and side effects.

Instant access to clinical photo gallery for assisted patient diagnosis.

Integrates with all versions of Microsoft Word ® (2000 and up) to create / review patient referralletters.

Preview of the Medical Record Tool

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OptiStore ONE®

PRODUCT FEATURESDoctorsKnow whom you’re working with…

Store information about doctorsthat your customer(s) havevisited in the past, and doctorsthat your customers will visit inthe present.

Allow doctors to create their ownwork schedule.

Allow doctors to create their owntemplate for issuing letters.

Effortlessly add doctors to theappointment scheduler.

Educate the Adaptive scheduler of doctor’s examination habits by specifying typical examinationtimings.

Contact doctors by telephone, e-mail, or cell phone at the click of a button.

Preview of doctor’s information page

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OptiStore ONE®

PRODUCT FEATURESPlace an OrderDesign to save time…

Place an order the same way you would book anappointment.

Quickly locate individuals, or family members atthe click of a button: even if they have differentlast name, or telephone number!

Search by last name, telephone number, e-mailaddress, customer number, or family number.

Quickly create individual or entire families. Append to existing family records.

Convert individual records into family records.

Preview of customer ordering tool

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OptiStore ONE®

PRODUCT FEATURESCustomer OrderThe order form contains all tools you need!

Quick access to customer records makes contacting thecustomer by phone or e-mail a breeze.

Quick access tomedical records

Perform refunds

Print credit voucher Process coupons Perform discounts either by percent or dollar value. Limit the amount of discount available for certain users. Package deals – include a grouping of items at a reduced

price (user configurable)

Record private notes about the order, including job details.

Write up orders in record time with the use of a barcode scanner!

Search: quickly locate orders by date, last name, telephone number

Intelligent taxation: charge taxes only for items which are taxable

Payment history: view and update.

Sales reporting: quickly access information about overall sales, processed transactions, top-selling items, employee sales, and accounts receivable. All reports out puts are directly inMicrosoft Excel.®

Preview of the tools available from the Order Form

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OptiStore ONE®

PRODUCT FEATURES

Automated Daily Reports! Find out the status of your business from anywhere in the world byhaving the system send out automated sales reports via e-mail to none or several accounts

Process family balances Customizable invoices: modify

template in Microsoft Word ®

Update order status Optician assignable – assign

an optician to be responsiblefor a job, and preventunauthorized personnel fromperforming optician duties.

Quick access to progressive lenssymbols takes pain out ofdeciphering embedded lasermarks.

Quick access to contact lensVertex Conversion chart

Product selection made easy Select items by barcode scanner, or

inventory selection menu. Select item by type. Calculator available for convenience Direct access to Inventory Manager

for quick item correction.

See what you sell Integrate picture viewer; allow easy access

to product photos, or entire web pages! View photos offline, or on the web!

Let your customer see what they bought

Send thank you notes, with a copy of the invoice (in Microsoft Word) to your customer Via. E-

mail!

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OptiStore ONE®

PRODUCT FEATURESView Order StatusQuickly determine the status of your customer’s order

Search by: E-mail Last name Order number Telephone number Using the supplied barcode scanner. You can

instantly find the status of your customer’s order bysimply scanning their receipt, additionally, once youhave located the customer’s order, you may viewthe actual order with the click of a button.

View the status of your customer’s order in the palmof your hand using any Wi-Fi enabled handheldPDA e.g. (Pocket PC)

Preview of the View Order Status tool

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OptiStore ONE®

PRODUCT FEATURESInventory ManagementComplete set of tools to manage inventory

Organize inventory the way it wasmeant to be.

Simplified workspace! OptiStore®

ONE was designed for the opticalindustry; (retail business) hence ourinventory management systemautomatically determines the level ofdetail to present bases on the itemstype. For example, if the item is acontact lens, then details pertainingto lenses will be presented.

OptiStore® ONE also stores ContactLens Vertex conversion charts.

OptiStore® ONE is flexible when it comes to taxation. Set up items with the correct taxationrules.

Convert from one type to another

Instant Alert feature: alerts the salesperson of a special note at the time ofcheck out. The special note can be atext note, an Adobe Acrobat®

document containing a rebate coupon,or a link to an entire web page!

Store images of the product online, oron the web. Preview of Contact Lens Vertex conversion chart

Create your own inventory types Automatic SKU generation: In the event

that product does not include a SKU(Barcode) – a very common problem in theoptical retail industry – the inventorymanager can be used to generate a uniqueSKU.

Automatic label creation. OptiStore® ONEcreates single and double-sided labels thatworks in conjunction with the includedbarcode scanner.

Keep track of invoice numbers. Determine which items are on lay-a-way;

and which have expired. Preview of Inventory Type Editor

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OptiStore ONE®

PRODUCT FEATURES

Pricing items on sale Placing items on sale has never been easier! Just follow the on-screen instructions to specify

which product, or group of products are to be on sale, and enter the discount amount.

Items on sale can be of a specific type (e. g. men’s sunglasses) or from a specific group ofmanufacturers.

Generate price list catalogues directly in Microsoft Word ®

View price listing on your WiFi enable handheld PDA.

SEARCH-SCAN-RETURN! Process returns in record time, OptiStore® ONE was designed tobe fast and simple; this is especially evident when processing returns. After processing areturn a comprehensive report can be generated showing the amount of expected taxes, andcapital. Since the report can be transferred into Microsoft Excel®, generating a packaging list,performing other accounting functions, or even sharing data with any other program is asperforming cut and paste!

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OptiStore ONE®

PRODUCT FEATURESRetail Formula Editor

Instead of taking the time to remember what an item should sell for, or playing with acalculator, let OptiStore® ONE do the work for you.

The Retail Formula Editor allows you to specify the price of item based on three simplefactors: supplier, Make and Type. Once the information has been set, all future entries thatmatch the established formula criteria will automatically use the established pricing formula.

Specify Multiplier, and constant.

Round cost prices to the nearest tens.

Establish minimum retail pricing so that the formula never estimates a price below aspecified value.

The retail formula is generally used as a guide, and it in no way restricts you to selling youritems at the price it suggests.

Preview of the Retail formula editor

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OptiStore ONE®

PRODUCT FEATURES

Inventory pricing tool

This tool offers alternative way of looking at inventory. Within this tool, it is easy to updatean item buying or selling price, update an item’s retail formula, or simply view which itemshave been sold out. These results of the tool can be exported into Microsoft Excel ®.

Preview of the Inventory Pricing Tool

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OptiStore ONE®

PRODUCT FEATURES

Package ManagerSell more…There are times when expensive items are better sold in a package rather than alone. By creating apackage deal, customers feel they are getting a better value. Package deals allow purchasing largevolume of product at a reduced price. OptiStore® ONE embraces this concept by providing the following:

Create package detail using the Package Manager

Specify name of the package, and description of your own choice.

Specify the items to be included in a package, or the type of item to be included.

Specify if the item to be included should sell at a specific fixed or discounted price.

Specify the minimum quantity of item to be selected. (E.g. Useful for creating 2 for 1 deals)

Preview of the Package Manager tool

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OptiStore ONE®

PRODUCT FEATURESKnow your supplierStore detailed information about yoursuppliers, each as:

Account numbers Company name. Address Telephone number and Fax

number Web address Contact person’s name, telephone,

Fax. Cell-phone numbers. And Email address. Establish an unlimited number of

notes about the supplier.

Know what to buy

Let OptiStore® ONE help prepare for ameeting with a supplier by providing:

Information about money spent onprevious purchases.

Showing quantity of items still onhand from previous purchases, anditems sold.

Show expected money to stillrecover from items still on hand.

Ability to print the results directlyinto Microsoft Excel ®.

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OptiStore ONE®

PRODUCT FEATURESExpense Report

Keep track of the purchase orders, and returns.

Keep track of the different taxes paid.

Keep track of invoices

Manually enter receipts for petty cash, utility, and other expenses.

Send the result to Microsoft Excel® for use into other financial spreadsheets.

Preview of the Expense Report Tool

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OptiStore ONE®

PRODUCT FEATURESUser’s ToolsDesigned to work the way you do…

1. Customer Records 2. Family Records3. Medical Records 4. Doctor Records5. Customer Orders 6. Inventory Management7. Employee Management 8. Personal Notes9. Security Management 10. OptiStore® One Setting Information has been organized into clear, and logical

groupings.

Protecting sensitive information from unauthorizedpersonnel; logical units can be turned on or off on a peruser basis.

Preview of User Tools

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OptiStore ONE®

PRODUCT FEATURESUser’s NotesEffective communication and interaction is vital for work group collaboration. User notes makes communicating with others a breeze.

Each user can create an unlimited amount of notes Forward to specific individuals, or entire groups Notes can be printed, or exported into Microsoft Word®

Keep track of who said what; user notes shows the senderof the note, as well as date and time information.

Standardized the way you talk: User notes are available inmany other areas of the program, thus providing astandardized method of communication, and workgroupcollaboration.

Preview of User Notes tool

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OptiStore ONE®

PRODUCT FEATURESPunch CardArriving or leaving

Create employee time cards using the Print Employee Card creation toll found in the EmployeeManager application – OptiStore® ONE provides the basic framework to create ID cards.

Simply the process of determining hours worked.

Quickly log into the system using the Employee Card.

EMPLOYEEID CARD

Preview of Employee ID Card and related systems

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EMPLOYEE ID CARD

Mubeen M. Deen

E909258657B149C09

OptiStore ONE®

OptiStore ONE®

PRODUCT FEATURES

Published January 2004

A working telephone line connection must be available for this feature to work.

A working Internet connection with an Internet Service Provider must be available for this feature to work.

“All commands are dependent on their own time” is a registered slogan of DEEN and ASSOCIATE.

Some screens, and/or features mentioned in this publication may be different than found in the currentrelease of OptiStore ONE. OptiStore / OptiStore ONE, and the OptiStore ONE logo are trademarks of DEEN and ASSOCIATES.

Microsoft Office, Outlook, Word, Excel, PowerPoint, Windows and Windows XP, are trademarks ofMicrosoft Corporation. Other product, font, and company names and logos may be trademarks orregistered trademarks of their respective companies.

COPYRIGHT © 2003 – DEEN AND ASSOCIATES, SOFTWARE ARCHITECTS