Running an Optical and Eyewear Shop with Daftra

Learn how to run an optical and eyewear shop in Daftra, from stock, insurance companies and archiving customers' eye measurements to glasses orders, their profit and the reports.

Duration: 2 hours; Video content
Instructors: Daftra Academy; Daftra Education Team

About this course

This course contains two recorded sessions on running an optical and eyewear shop in Daftra: a detailed session through the setup and operations, and a shorter summary of the main capabilities.

You will see branches, treasuries, payment methods and users being set up; stock being managed with minimum quantities and expiry date tracking; and insurance companies being added with their categories and coverage percentages and linked to customers. You will also learn the ways to archive eye measurements: the right-eye and left-eye fields on the customer record, notes and attachments, and related forms.

The course then covers purchase invoices, quotations and sales with the insurance company's share, and glasses orders, which show the profit or loss of each order, and closes with the reports.

What you will learn

Set up branches, treasuries, payment methods, users and permissions for an optical shop
Manage stock with minimum quantities and track product expiry dates
Add insurance companies with their categories and coverage percentages and link them to customers
Archive eye measurements on the customer record, in notes and attachments or in related forms
Issue quotations and sales invoices that account for the insurance company's share
Create glasses orders and see the profit or loss of each order
Read the sales, purchase, accounting, customer and inventory reports

Who this is for

Owners of optical and eyewear shops
Sales and accounting staff at optical shops
Anyone setting up a Daftra account for an optical business

Before you start

An active Daftra account
A general understanding of how optical shops work with insurance companies

Course content

2 lessons • 1 hour 38 minutes

1Course lessons2 lessons • 1 hour 38 minutes
- Managing an optical and eyewear shop in Daftra: full session80 minutes
- Overview: running an optical and eyewear shop in Daftra18 minutes

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FAQ

Where do I store a customer's eye measurements?

The course shows three ways: the right-eye and left-eye measurement fields when adding or editing a customer, the notes and attachments section of the customer profile for a PDF or text, or related forms, which are set up once and then used for archiving.

Can a customer be linked to an insurance company?

Yes. When adding or editing a customer you can set their insurance company and insurance category, and the detailed session explains the insurance company's share in quotations and sales.

How do I see the profit of a particular glasses order?

Open the glasses order and click "View Report", or use the workflow reports for glasses orders.

What language are the videos in? Is there an English version?

The videos are recorded in Arabic. Every lesson has an English transcript and English captions.