Connected practice workflows
Purchasing and supplier management for opticians
Keep supplier records, raise purchase orders, book goods in against the order and record supplier invoices, with stock levels updated as stock arrives.
The workflow at a glance
- 01Keep your supplier records
- 02Raise a purchase order
- 03Book the goods in against the order
- 04Record the supplier invoice
01
One purchasing workflow, from order to invoice
Purchasing runs inside ZenOptix alongside your stock, so an order, the delivery that answers it and the invoice that bills for it all belong together.
Suppliers
Keep your supplier records in ZenOptix.
Purchase orders
Raise purchase orders to your suppliers.
Goods received
Book stock in against the order, which updates stock levels.
Supplier invoices
Record supplier invoices against what was ordered and received.
02
Booking goods in keeps stock right
When a delivery arrives, the team books the stock in against the purchase order it belongs to, and stock levels update as it is booked in.
The supplier invoice is then recorded against what was ordered and received, so the paperwork for each order stays together in ZenOptix.
See stock control03
Bring a real order to your demo
Bring a recent order from one of your suppliers and walk it through: raising the purchase order, booking in the delivery and recording the invoice. It is the quickest way to see whether the workflow matches how your practice buys.
Common questions
Yes. You keep supplier records in ZenOptix and raise purchase orders to them.
Yes. Goods received are booked in against the purchase order, which updates stock levels.
Yes. Supplier invoices are recorded against what was ordered and received.
See how it fits your working day.
Bring your practice workflows to a personalised ZenOptix demo.