this guideline is here to help you navigate your new re-order & credits sheet. please use this sheet to:

• log any & all orders done for the second time, whether that be for patient breakage covers, lab-damaged lenses, or prescription adjustments.

• keep track of your Essilor and Eye-stock credits

• Note if certain frame models break/damage more than others.

a. insert the date the patient initially came to the practice. Please double-click the cell and select the date on the calendar.

b. insert the name of the team member in your practice responsible for the re-order.

c. insert the full name and file number of the patient.

d. select between the 3 options presented: Customer Re-order, Lab Re-Order or Practice Re-order. this option is selected based on who is responsible for the re-order. see table below.

e. select between the options presented. The options will be given based on the option selected in step 4.

f. select if a new/replacement frame is ordered from Eye-stock.

g. select if new/replacement lenses or lenses are ordered, whether from Eye-stock or Essilor.

h.

select the type of lenses that were re-ordered: single vision, bifocal or multifocal. If lenses are re-ordered because of an Optom adjustment, please select the lens type of the new lenses.

i. insert the full frame code of the frame ordered initially.

j. insert the date the re-order is done. Please double-click the cell and select the date on the calendar.

k. insert the supplier invoice value total of the re-order. If there are two supplier invoices (lenses from Essilor + frame & fitting from Eye-stock), please add the two totals together exactly as in the example above. once you hit enter the total amount will show. The formulais: =( Eyestocktotal+Essilortotal)

l. insert the supplier invoice numbers of the re-order. If there are two supplier invoices (lenses from Essilor + frame & fitting from Eye-stock), please insert both and separate them by a comma, as shown in the example above.

m. insert the date the re-ordered job is received. Please double-click the cell and select the date on the calendar.

n. occasionally, Eye-stock or Essilor needs you to send the frame or lenses back to them to do an assessment or process a credit. Select yes if this is the case and you have sent the relevant product back to them.

o. Any and all eye-stock frame orders (even re-orders or replacement frames for transfers done in-store) need to be received with a full case & cloth pack. please select “no” if you did not receive a box, case & cloth with your frame re-order.

p. select if a credit is required from Eye-stock or Essilor.

q. please insert the credit request number obtained from Essilor or Eye-stock once a credit is logged. this must happen within 30 days of the re-order date.

r. please select if whether a credit note has been received or not.

s. please insert the credit note number here.

t. tick this box once a credit request has been finalised, or once the complete re-ordered job has been received should no credit be required. ticking this box will grey out the entire row. please do not hide or delete finalised items manually.

the dashboard will give you a visual idea of how many re-orders have been done, as well as a total count for the reasons for the re-orders.

this sheet can be found in your Google Drive, at the following location:

Google Drive > Shared with me > Product / COS Info (Zume) – *practice name*

please ensure that this sheet is updated weekly.