{"id":14977,"date":"2024-05-07T11:48:05","date_gmt":"2024-05-07T11:48:05","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=14977"},"modified":"2024-05-07T11:48:05","modified_gmt":"2024-05-07T11:48:05","slug":"eyeglasses-request","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/eyeglasses-request\/","title":{"rendered":"Eyeglasses Request"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<section class=\"wpb-content-wrapper\"><p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">[vc_row][vc_column][vc_column_text]Daftra provides software for managing eyewear and optical shops. It allows you to create and manage customer profiles, including attaching medical documents. Register customers\u2019 insurance information and apply insurance co-payments and discounts to invoices.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=\u201dHow to Create Eyeglasses Request\u201d font_container=\u201dtag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2\u2033 use_theme_fonts=\u201dyes\u201d css=\u201d.vc_custom_1710918525523{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}\u201d][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]An Eyeglass request is a form that includes various info such as the client\u2019s info, optometry readings, and the glasses date. To create a new request follow the following steps:<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\u00a0<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click \u201c<strong style=\"color: #111827;\">Eyeglass Request<\/strong>\u201d and \u201c<strong style=\"color: #111827;\">Manage Eyeglass Request<\/strong>\u201d from the main menu.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\u00a0<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-1.png\" style=\"color: #1a56db;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-14987\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-1.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-1.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-1-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-1-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" style=\"max-width: 100%; height: auto;\"><\/a><\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\u00a0<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click \u201c<strong style=\"color: #111827;\">Add Eyeglass Request<\/strong>\u201c, and you\u2019ll be directed to the request form to fill out the required data.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=\u201dGeneral Information\u201d font_container=\u201dtag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2\u2033 use_theme_fonts=\u201dyes\u201d css=\u201d.vc_custom_1710919240373{margin-left: 120px !important;}\u201d][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]The request form is divided into several sections, each one requires various data to complete the request. The first is the \u201c<strong style=\"color: #111827;\">General Information<\/strong>\u201c.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">This section collects basic details about the customer, such as name, and any relevant personal preferences or requirements regarding eyewear.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\u00a0<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-2.png\" style=\"color: #1a56db;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-15026\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-2.png\" alt=\"\" width=\"1178\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-2.png 1178w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-2-300x161.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-2-1024x550.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-2-768x413.png 768w\" sizes=\"auto, (max-width: 1178px) 100vw, 1178px\" style=\"max-width: 100%; height: auto;\"><\/a><\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\u00a0<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Enter the following data:<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Title: <\/strong>Enter the name of the request as it will appear in the eyeglass requests list on the account.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Order Number:<\/strong> A number or code that distinguishes the eyeglasses request and is automatically assigned sequentially. It can be modified or the sequencing method can be changed by adjusting the \u201c<strong style=\"color: #111827;\"><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/setting-up-auto-numbering-settings\/\" style=\"color: #1a56db;\">Sequential Numbering Settings<\/a><\/strong>\u201d within the account.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Start Date:<\/strong> Enter the start date of the eyeglasses request.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Finish Date:<\/strong> Enter the end date of the eyeglasses request.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Description:<\/strong> Provide a general description of the nature of the new eyeglasses request.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Tags:<\/strong>\u00a0Enter keywords about the order to assist in searching within the software.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Client:<\/strong> Choose a client from the list if the request is linked to a specific client.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Assigned Employee: <\/strong>The employee responsible for the request.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Budget:<\/strong> Specify the budget indicator value for the eyeglasses request.<\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=\u201d3d\u201d message_box_color=\u201dalert-warning\u201d css=\u201d.vc_custom_1710927022335{margin-left: 200px !important;}\u201d]<\/p>\n<blockquote><p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The budget indicator in the work order operates based on either the expenses and costs of the work order or the invoices of the clients within the work order.<\/p><\/blockquote>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=\u201d3d\u201d message_box_color=\u201dsky\u201d icon_fontawesome=\u201dfas fa-book\u201d]For more details, you can refer to the guide <strong style=\"color: #111827;\"><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/settings-up-the-budget-calculation\/\" style=\"color: #1a56db;\">\u201cSetting up the Budget Account in Work Order\u201d<\/a><\/strong>.[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=\u201dOptometry Readings\u201d font_container=\u201dtag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2\u2033 use_theme_fonts=\u201dyes\u201d css=\u201d.vc_custom_1710927176965{margin-left: 120px !important;}\u201d][vc_column_text]The customer\u2019s optometry readings are recorded, including measurements such as interpupillary distance (IPD), prescription details for both eyes (if applicable), and any additional optometric data provided by an eye care professional.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\u00a0<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-4.png\" style=\"color: #1a56db;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-15037\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-4.png\" alt=\"\" width=\"1157\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-4.png 1157w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-4-300x164.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-4-1024x558.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-4-768x419.png 768w\" sizes=\"auto, (max-width: 1157px) 100vw, 1157px\" style=\"max-width: 100%; height: auto;\"><\/a><\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\u00a0<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Fill out the following medical information for the right and left eyes:<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Sphere (SPH): <\/strong>Enter the strength of the lens for nearsightedness or farsightedness.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Cylinder (CYL): <\/strong>Add strength to the lens for astigmatism correction.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Axis: <\/strong>Enter the orientation of the astigmatism correction.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">ADD: <\/strong>Additional power for reading correction in multifocal lenses.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Interpupillary distance (IPD): <\/strong>Enter the distance between the centers of the pupils<\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">[\/vc_column_text][vc_custom_heading text=\u201dGlasses Data\u201d font_container=\u201dtag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2\u2033 use_theme_fonts=\u201dyes\u201d css=\u201d.vc_custom_1710930093290{margin-left: 120px !important;}\u201d][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]This section requires detailed information about the preferred eyeglasses, covering frame style and lens preferences, and other data.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\u00a0<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-4.png\" style=\"color: #1a56db;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-15039 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-3-1.png\" alt=\"\" width=\"1157\" height=\"459\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-3-1.png 1157w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-3-1-300x119.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-3-1-1024x406.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-3-1-768x305.png 768w\" sizes=\"auto, (max-width: 1157px) 100vw, 1157px\" style=\"max-width: 100%; height: auto;\"><\/a><\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\u00a0<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Type:<\/strong> Indicate whether the glasses are for eyeglasses or sunglasses.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Frame Shape:<\/strong> Choose the desired shape of the frame.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Frame Material:<\/strong> Select the preferred material for the frame.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Polarized Lenses:<\/strong> Specify the type of lenses.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Lens Width:<\/strong> Input the width of the lenses.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Lens Height:<\/strong> Input the height of the lenses.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Lens Color:<\/strong> Specify the desired color of the lenses.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Lens Material:<\/strong> Select the preferred material for the lenses.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Brand:<\/strong> Enter the brand of the glasses.<\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">[\/vc_column_text][vc_custom_heading text=\u201dInsurance\u201d font_container=\u201dtag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2\u2033 use_theme_fonts=\u201dyes\u201d css=\u201d.vc_custom_1710931145984{margin-left: 120px !important;}\u201d][vc_column_text]This section includes information regarding the customer\u2019s insurance coverage for eyewear and the insurance company name.<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\u00a0<\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-5.png\" style=\"color: #1a56db;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-15042\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-5.png\" alt=\"\" width=\"1132\" height=\"342\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-5.png 1132w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-5-300x91.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-5-1024x309.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/03\/Eyewear-and-optics-5-768x232.png 768w\" sizes=\"auto, (max-width: 1132px) 100vw, 1132px\" style=\"max-width: 100%; height: auto;\"><\/a><\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\u00a0<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Insurance Status:<\/strong> Select whether the client is out of insurance or covered.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Insurance Company:<\/strong> Choose the Insurance company name from the\u00a0 dropdown list.<\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">[\/vc_column_text][vc_message message_box_style=\u201d3d\u201d message_box_color=\u201dsky\u201d icon_fontawesome=\u201dfas fa-book\u201d]For more details about the client\u2019s insurance refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-does-the-medical-insurance-system-work\/\" style=\"color: #1a56db;\">guide<\/a>.[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>\n<\/div>\n","protected":false},"author":23,"template":"","categories":[5303],"tags":[],"class_list":["post-14977","user_manual","type-user_manual","status-publish","hentry","category-eyewear-and-optics-shop"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Eyeglasses Request - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/eyeglasses-request\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Eyeglasses Request - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]Daftra provides software for managing eyewear and optical shops. It allows you to create and manage customer profiles, including attaching medical documents. 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