Connected practice workflows
Optician till & POS software
Till sessions with a float and cash-up, refunds, discounts, deposits and receipts, plus receipt printer and cash drawer support and CSV exports for your accountant.
The workflow at a glance
- 01Open the till with a float
- 02Scan or add the items
- 03Take payment, a deposit or a part payment
- 04Cash up and close the till
01
Till sessions, from the float to the cash-up
Every day at the till starts with a float and ends with a cash-up. A sale cannot start without an open till, so every payment belongs to a session someone opened and someone will close.
- Open the till with a float
- Cash up at the end of the day
- Close the till once it is cashed up
02
Refunds, returns and voids, handled properly
Mistakes and returns are part of retail. Refunds, returns and voids each have their own proper route through the till, with stock returned and a credit note produced.
03
Discounts and price overrides
Discounts are applied in the till, and overriding a price is limited to the staff who are allowed to do it.
Discount codes
Apply a discount code to a sale.
Line and sale discounts
Discount a single line or the whole sale.
Price overrides
Override a price, for staff with permission to do so.
Scan at the till
Add items with a USB scanner gun or a phone or tablet camera.
04
Deposits and part payments
Spectacles are rarely paid for in one go. Take a deposit or a part payment, including from a dispensing order. A sale can be created straight from the dispensing order.
See dispensing and labs05
Receipts, receipt printers and the cash drawer
Give the customer a printed or emailed receipt. Star receipt printers and the cash drawer are supported through the ZenOptix Bridge app, installed on the till PC.
Printed or emailed
Receipts printed at the till or sent by email.
Star receipt printers
Supported through the ZenOptix Bridge app on the till PC.
Cash drawer
Supported through the ZenOptix Bridge app on the till PC.
Bridge on the till PC
The ZenOptix Bridge app runs on the till PC for the receipt printer and cash drawer.
06
CSV accounting exports for your accountant
ZenOptix produces accounting export packages as CSV files, with reconciliation, ready to hand to your accountant.
07
Check devices and payment arrangements in your demo
Bring the receipt printers, payment arrangements and checkout scenarios your practice relies on. Card payments are recorded in the till; recording a card payment does not by itself mean a direct integration with a particular card terminal. Agree the exact hardware and payment workflow during your demo.
08
Basic payment recording for mobile visits
The domiciliary workflow uses a simple payment screen to record Cash, Card, Bank Transfer, Voucher and Other payments, deposits and balances. Receipts can be emailed or printed through the browser/device. This records payment taken elsewhere; it does not process cards or require a retail till session.
Common questions
Yes. A sale cannot start without an open till. The till is opened with a float and cashed up at the end of the day.
Refunds, returns and voids are handled through the till, with stock returned and a credit note.
Yes. The till supports discount codes, line and sale discounts, and price overrides for staff who are permitted to make them.
Star receipt printers and the cash drawer are supported through the ZenOptix Bridge app on the till PC. Receipts can also be emailed.
ZenOptix produces CSV accounting export packages, with reconciliation, for your accountant.
See how it fits your working day.
Bring your practice workflows to a personalised ZenOptix demo.