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Optifocus

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984.63

16.0 0
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Required Apps Employees (hr)
Expenses (hr_expense)
Inventory (stock)
Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Community Apps Dependencies om_account_accountant
om_recurring_payments
om_account_daily_reports
om_account_followup
accounting_pdf_reports
om_account_asset
om_account_budget
om_fiscal_year
Technical Name optifocus
License OPL-1
Also available in version 18.0 16.0
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Technical Name optifocus
License OPL-1
Also available in version v 18.0 v 16.0

Introduction

OptiFocus is a complete ERP solution tailored for optical clinics, eyewear retailers, and wholesalers. It centralizes key operations such as sales, inventory, purchasing, accounting, and insurance management into a single Odoo module. By streamlining complex workflows, OptiFocus improves accuracy, efficiency, and visibility across every aspect of optical business operations.

Key Features

  • Multi-channel sales management covering retail, insurance, and wholesale orders

  • Automated insurance workflows with approval, rejection, and claim stages

  • Advanced inventory handling for frames, lenses, contact lenses, and accessories

  • Product attributes management including material, coating, size, polarization, and more

  • Branch-level stock operations including transfers, scrapping, and job orders

  • Smart purchase automation for prescription lenses and vendor management

  • Insurance administration tools for policies, members, and claim processing

  • Integrated accounting with invoicing, expenses, tax management, and financial reports

Benefits

  • Provides an ERP platform specialized for optical shops and eye clinics

  • Improves sales clarity through separate workflows for retail, wholesale, and insurance

  • Strengthens inventory control with detailed product categorization and attributes

  • Reduces delays with streamlined purchasing processes for prescription products

  • Simplifies insurance handling with structured claims and policy management

  • Enhances financial visibility with integrated accounting and automated reporting

Compatibility & Technical Details

Required modules: Employees (HR), Expenses, Inventory, Invoicing, Purchase, Sales, Discuss

Technical name: optifocus

License: AGPL-3

Installation steps:

  1. Place the module into the Odoo addons directory.

  2. Activate developer mode in Odoo.

  3. Update the Apps list from the Apps menu.

  4. Search by the technical name and install.

Community
Enterprise

An ERP solution designed specifically for eye clinics and optical shop management.

This module helps in automating and streamlining the operations of optical businesses.

Explore This Module

Overview

The Odoo Optifocus Module is a comprehensive solution tailored for optical clinics, retailers, and wholesalers. It streamlines operations across multiple departments, ensuring efficiency and accuracy in managing sales, inventory, purchases, accounting, and insurance. The module is packed with specialized features designed to cater to the unique needs of the optical industry.

Sales Management

  • Supports three types of sales:
    • Retail: For direct customers.
    • Insurance: Integrated with insurance policies and claims.
    • Wholesale: For bulk orders and B2B transactions.
  • Facilitates E-invoicing for compliance.
  • Tracks payments and generates detailed sales reports.
  • Commercial partners feature, allows customers to shop now and pay later in installments.
  • Workflow for Insurance Orders, ensuring smooth processing through distinct stages: Draft, Approved, Rejected, and Reverted
  • Undelivered Order Reports feature provides businesses with insights into orders that have been partially delivered or remain undelivered.

Inventory Management

  • Product Categorization: Classify products into categories like frames, sunglasses, power lens, sun lens, contact lenses, and optical accessories.
  • Advanced Product Attributes: Define product specifications, including:
    • Frame - Frame Color, Size
    • Sunglass - Frame Color, Lens Color, Lens Material, Size.
    • Power Lens - Lens Material, Lens Index, Focal, Coating, Photochromic, Polarized, Sphere, Cylinder, Addition,Axis, Diameter, Base Curve.
    • Sun Lens - Lens Material, Diameter, Base Curve.
    • Contact Lens - Lens Color, Sphere, Diameter, Base Curve.
  • Define Brands and their Models
  • Stock Transfers: Seamless stock transfer between branches.
  • Workflow Management: For job orders related to Lens fitting or custom products.
  • Inventory Adjustments: Easily manage inventory discrepancies.
  • Scrap Management: Track and dispose of defective products.
  • Print barcode labels for streamlined product tracking.
  • Automated Purchase Orders for RX Lenses.
  • Stock and Inventory Adjustment Reports in PDF and Excel Format.

Purchase Management

  • Vendor Management.
  • Purchase Orders.
  • Receive Products.
  • Vendor Invoice.
  • Reporting and Analytics.

Inventory Management

  • Product Categorization: Classify products into categories like frames, sunglasses, power lens, sun lens, contact lenses, and optical accessories.
  • Advanced Product Attributes: Define product specifications, including:
    • Frame - Frame Color, Size
    • Sunglass - Frame Color, Lens Color, Lens Material, Size.
    • Power Lens - Lens Material, Lens Index, Focal, Coating, Photochromic, Polarized, Sphere, Cylinder, Addition,Axis, Diameter, Base Curve.
    • Sun Lens - Lens Material, Diameter, Base Curve.
    • Contact Lens - Lens Color, Sphere, Diameter, Base Curve.
  • Define Brands and their Models
  • Stock Transfers: Seamless stock transfer between branches.
  • Workflow Management: For job orders related to Lens fitting or custom products.
  • Inventory Adjustments: Easily manage inventory discrepancies.
  • Scrap Management: Track and dispose of defective products.
  • Print barcode labels for streamlined product tracking.
  • Automated Purchase Orders for RX Lenses.
  • Stock and Inventory Adjustment Reports in PDF and Excel Format.

Insurance Management

  • Manage Insurance Companies.
  • Maintain multiple pricing strategies for different insurance companies.
  • Manage Insurance Policies.
  • Manage Insurance Members and their details
  • Handles insurance claims with features for:
    • Auditing claims.
    • Generating claim invoices.
    • Generating group summary statement reports.
    • Exporting claims to external files.

Accounting Integration

  • Invoicing and Billing.
  • Expenses Management.
  • Automated Accounting Entries.
  • Chart of Accounts.
  • Tax Management.
  • Financial Reports.

Screenshots

Retail Sales

Insurance Sales

Wholesale Sales

Customer

Prescription

Prescription Print

Retail Sale Invoice

Insurance Sale Invoice

Customer Payments Report

Undelivered Orders Report

Insurance Company

Insurance Policy

Insurance Member

Insurance Claim

Audit Claim Report

Audit Claim Print

Audit Invoice Report

Audit Invoice Print

Group Summary Statement Report

Group Summary Statement Print

Claim Export UI

Claim Export Excel

Product Category List

Product Category

Product Brand

Product Attributes

Product - Contact Lens

Product - Solution

Product - Power Lens

Product - Accessory

Product - Sun Lens

Product - Frame

Product - Sunglass

Stock Report

Stock Report Print - Detail

Stock Report Print - Summary

Stock Report - Excel

Inventory Adjustment

Inventory Adjustment Print - Detail

Inventory Adjustment Print - Summary

Support

Need Help?

Got questions or need help? Get in touch.

[email protected]

WhatsApp

Say hi to us on WhatsApp!

+966 544941369

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.