Lenzic
Lenzic Full Walkthrough: Optical Shop Software from Customer and Prescription to Invoice and Reports
Follow a full working day in Lenzic: register a customer, record the eye exam, filter lenses by prescription, issue the invoice and read daily sales and profit reports.
Alireza Eynollahi, Founder of Lenzic, optical store management software
Short answer: Lenzic runs your whole optical workflow in one place. Reception registers the customer in seconds, the optometrist enters the eye exam in their own panel, a smart filter shows only lenses that match the prescription and are in stock, the seller issues the invoice instantly, inventory updates itself, and at day's end the dashboard shows sales, cash and profit and loss.
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Running an optical shop or eye clinic means juggling customers, prescriptions, frames, lenses, payments and stock, often across paper forms and spreadsheets. Every handover is a chance for a mistake: a misread prescription, a lens that turns out to be out of stock, a sale that never reaches the inventory sheet. This walkthrough follows one realistic working day in Lenzic so you can see how each role works and how the data flows from the front desk to the final report.
The workflow in one table
| Stage | Who | What happens in Lenzic | Problem it removes |
|---|---|---|---|
| 1. Registration | Reception | New customer file in seconds | Lost paper files, duplicate records |
| 2. Eye exam | Optometrist | Prescription entered in own panel; ADD suggested over 40 | Handwriting errors, missed ADD |
| 3. Lens selection | Seller | Smart filter: only fitting, in-stock lenses | Offering lenses you can't deliver |
| 4. Invoice | Seller | Frame + lens invoice issued instantly | Slow checkout, pricing mistakes |
| 5. Inventory | Automatic | Stock deducted on sale | Manual stock counts out of sync |
| 6. Reports | Owner | Sales, cash, profit and loss dashboard | End-of-day guesswork |
Step-by-step: a full working day
Step 1: Reception registers the customer
A customer walks in. Reception opens Lenzic and creates a new customer file with name and contact details in a few seconds. Returning customers are found by search, and their full history (previous prescriptions and purchases) is right there.
Tip: always search before creating a new file. One clean file per customer makes follow-ups and repeat sales much easier.
Step 2: The optometrist records the eye exam
The optometrist opens the same customer file from their own panel and enters the eye exam: sphere, cylinder, axis and the other values for each eye. For patients over forty, Lenzic suggests an ADD value, a useful reminder for near-vision needs that are easy to miss on a busy day. The optometrist reviews and saves; the prescription is now attached to the customer.
Tip: because the prescription is typed once by the person who measured it, nobody downstream has to read handwriting.
Step 3: The smart filter picks the right lenses
At the sales counter, the seller opens the prescription. Instead of scrolling the whole lens catalogue, Lenzic's smart filter shows only the lenses that suit this prescription and are currently in stock. That shortens the conversation with the customer and prevents the classic problem of promising a lens that then has to be back-ordered.
Step 4: Choose the frame and issue the invoice
The seller adds the frame and the chosen lenses, and Lenzic issues the invoice in an instant. Prices come from your inventory, so they're consistent across staff.
Step 5: Inventory updates itself
The moment the invoice is issued, the frame and lenses are deducted from stock. No one has to update a spreadsheet at closing time, and your stock numbers stay trustworthy. Need new labels or a price update for a whole brand? Print labels directly from inventory and use bulk price change to update many products at once.
Step 6: Read the dashboard at the end of the day
Before closing, the owner opens the dashboard and sees the day's sales, cash and profit and loss. This works on the owner's phone too, so the daily check doesn't require being in the shop.
Practical tips to get the most from the workflow
- Separate roles, shared data. Give reception, optometrist and sales their own access. Each sees what they need, and the customer file connects them.
- Keep stock honest from day one. The smart filter is only as good as your inventory. Add your frames and lenses carefully at the start; the Lenzi AI assistant makes this much faster.
- Review the dashboard daily, not monthly. Small daily checks catch cash differences and slow sellers early.
- Use the customer history for follow-ups. Past prescriptions help you remind customers when it's time for a new exam.
Checklist: is your shop ready for a paperless day?
| ✔ | Item |
|---|---|
| ☐ | Lenzic installed on reception, exam-room and sales devices (install guide) |
| ☐ | Staff accounts set up per role |
| ☐ | Frames and lenses entered in inventory with correct prices |
| ☐ | Labels printed for display frames |
| ☐ | One test sale run end to end, from registration to dashboard |
Who this is for
Lenzic is designed for independent optical shops, multi-staff optical stores and eye clinics that sell eyewear. If your team spends time copying prescriptions, double-checking stock by phone or reconciling cash at night, this workflow is where the time comes back.
Common mistakes in optical shop workflows (and how Lenzic avoids them)
Re-typing the prescription. In many shops the optometrist writes the prescription on paper and the seller types it again later. Every copy is a chance to swap an axis or miss a minus sign. In Lenzic, the prescription is entered once, in the optometrist panel, and everyone else reads the same record.
Selling from the catalogue instead of the shelf. Sellers naturally recommend lenses they know, even when those lenses are out of stock. The customer agrees, pays, and then waits. Because the smart filter combines the prescription with live inventory, the options on screen are options you can actually deliver.
Closing the day without numbers. Many owners count cash at night and only look at profit at month-end. By then a pricing mistake or an unbalanced cash drawer has been repeating for weeks. A one-minute look at the dashboard each evening keeps sales, cash and profit and loss visible every single day.
Letting stock drift. When sales and stock live in different places, they drift apart. Lenzic deducts stock at the moment of sale, so the inventory you see is the inventory on your shelves.
Paper and spreadsheets vs. Lenzic
| Task | Paper / spreadsheets | Lenzic |
|---|---|---|
| Find a returning customer | Search folders | Type a name, see full history |
| Pass the prescription to sales | Hand over a sheet | Already in the shared file |
| Check lens availability | Ask, call, or check shelves | Smart filter shows in-stock options |
| End-of-day report | Manual totals | Dashboard, also on your phone |
Frequently asked questions
What does Lenzic cover in an optical shop?
Customer files, eye exam and prescription entry, lens and frame selection, invoicing, inventory, and daily reports for sales, cash and profit and loss.
Does Lenzic suggest ADD for older patients?
Yes. When the optometrist records an exam for a patient over forty, Lenzic suggests an ADD value, which the optometrist can review.
How does the lens smart filter work?
From the prescription, Lenzic shows only the lenses that fit that prescription and are actually in stock, so sellers don’t offer lenses you can’t deliver.
Does inventory update automatically after a sale?
Yes. When the invoice is issued, the frame and lenses are deducted from inventory automatically.
Is Lenzic only for optical shops?
No. Lenzic is software for optical shops and eye clinics, with separate panels for reception, optometrist and sales.
Can I print labels and change prices in bulk?
Yes. You can print product labels from inventory and change prices on many products at once.
Book a free demo
Want to see Lenzic in your optical shop or eye clinic? Book a free demo on WhatsApp at getlenzic.com.