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General

Optical Store Management Software

· 4 min read · Fluxx Tech

An optical store sells a product that is manufactured to order for one person. The frame comes from stock; the lens is cut to a prescription; the fittin...

An optical store sells a product that is manufactured to order for one person. The frame comes from stock; the lens is cut to a prescription; the fitting is done in-house or at a lab. Between the sale and the delivery sit several steps that each take a day and can each go wrong.

The business depends on two records: the prescription, and the job.

Prescription records

• Customer details

• Prescription: sphere, cylinder, axis, add, PD, for each eye

• Prescribed by, and date

• Previous prescriptions, kept as history

• Eye test done in-store, if you offer it, with the optometrist’s name

• Next test due date

Prescription history is both clinically useful and commercially valuable: a customer whose power changed last year is due for a check this year, and only you know that.

This is health information. Restrict access, do not share it, and confirm your obligations under the DPDP framework with a legal adviser.

The job: sale to delivery

Customer selects frame and lens type
       ↓
Order created: frame + lens specification + prescription
       ↓
Lens ordered from supplier or lab, or cut in-house
       ↓
Lens received, quality checked against prescription
       ↓
Fitting and edging
       ↓
Final quality check: power verification, alignment
       ↓
Customer notified, collection, trial fit, adjustment

Each step needs a status and a date. The customer asking “when will it be ready?” should get an accurate answer from any staff member.

Lens ordering

• Lens type: single vision, bifocal, progressive

• Material: CR39, polycarbonate, high index

• Coatings: anti-reflective, blue cut, photochromic, hard coat

• Brand and series

• Supplier or lab, with their reference number

• Expected delivery date

• Cost and selling price

Lens is usually the larger part of both the price and the margin. Recording coating and brand accurately matters: a customer charged for a premium coating must receive it, and a supplier billing for one must have supplied it.

Frame inventory

• Brand, model, colour, size

• Barcode per piece

• Cost and MRP

• Ageing: frames held over [X] months

• Display versus storage location

• Damaged or broken frames

Frame ageing is the key stock report. Optical stock does not spoil, it goes out of fashion, and capital sits in it quietly. A list of frames held over six months, with their cost, usually prompts a clearance decision that should have happened earlier.

Contact lenses

A repeat-purchase business with a natural reminder cycle.

• Prescription and lens specification

• Pack size and replacement schedule: daily, fortnightly, monthly

• Expected reorder date, calculated from supply quantity

• Reminder sent before they run out

• Solution and accessories attach

Contact lens reorder reminders are among the easiest recurring revenue in this trade and are frequently not done at all.

Insurance and corporate claims

Where you handle them:

• Insurer or corporate scheme

• Eligibility and limit

• Pre-authorisation, where required

• Claim submission with documents

• Settlement tracking against each claim

• Outstanding from insurers

Treat insurer receivables like any other receivable, with ageing.

Reminders that bring customers back

Reminder

Timing

Eye test due

12 months, or per optometrist advice

Contact lens reorder

Before supply runs out

Spectacle age

18–24 months, when coatings and fit degrade

Warranty expiry on frames or lenses

Before it lapses

Order ready for collection

Immediately

Adjustment and cleaning offer

Periodic, brings people into the store

The free adjustment and cleaning offer is a good footfall driver: the customer comes in, and a meaningful share buy something.

Quality and returns

• Power verification record before delivery, with the result

• Customer adaptation issues, especially with progressives

• Remake policy: who pays, within what period

• Remake rate by lens type and by lab

Remake rate is a cost everyone absorbs quietly. Tracking it by lab and by staff member usually shows where the problem is.

Reports

Report

Decision

Sales by frame brand and lens type

Buying

Margin: frame vs lens vs contact lens

Where profit comes from

Jobs in progress, by stage

Daily operations

Jobs delayed past promise date

Service

Frame ageing

Capital stuck

Remake rate

Quality cost

Eye tests done vs conversion to sale

Optometry value

Reminder responses

Retention

Frequently asked questions

Can it handle in-house eye testing records? Yes, and it should link the test to the prescription and the sale. Treat it as health data.

Does it work for a single-store shop? Yes. Job tracking and reminders help from day one.

What is most often missed? Contact lens reorder reminders and frame ageing. Both are straightforward revenue and capital gains.

Need help with your project?

Our Coimbatore team is happy to talk it through.

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