Capturing Customer Eye Details

Purpose:

Capturing customer eye details in RetailEasy Optical POS is important since it allows the optical shop staff to accurately take the readings of the doctor's prescription, which is essential for providing the customer with the correct glasses or contact lenses.

Note: If customer is not facing any eye problem just interested for some fashion accessory like Sunglasses or Wayfayrer, etc. then only customer name, mobile detail is enough for having the data.

Business Case Scenario: Optical Retailer's Digital Transformation

Background:

"Eyes on Style" has been a successful optical retail chain for over two decades, known for its wide selection of fashionable eye-wear and exceptional customer service. However, with increasing competition and changing customer expectations, the company is looking to leverage technology to enhance its customer experience, streamline operations, and improve overall efficiency.

Solution and Benefits:

1. Optical POS Integration:
   "Eyes on Style" decides to invest in the latest "RetailEasy Optical POS" system, which comes equipped with advanced features for capturing and managing customer eye details. The system is integrated across all their stores, creating a unified platform for data management.

2. Customer Personalization:
   With the Optical POS system, the sales representatives can easily retrieve customers' historical eye details and purchase preferences. This allows them to offer personalized product recommendations based on past purchases, prescriptions, and style preferences, enhancing the overall shopping experience.

3. Seamless Purchase Process:
   By having customers' eye details on record, "Eyes on Style" eliminates the need for customers to carry physical prescriptions. The sales process becomes more efficient as the POS system auto-populates the required prescription information, making the purchase process quicker and smoother.

4. Inventory Management and Demand Forecasting:
   With access to comprehensive customer data, "Eyes on Style" can analyze purchasing patterns and preferences. This information helps them optimize their inventory, ensuring they stock popular frames and lenses, while reducing obsolete inventory and lowering carrying costs.

Steps to process for Capturing Customer Eye Details:

There are 2 ways to proceed with it.

1. In Customer Screen

Step 1: Go to Customer > Master > Customer Master

Step 2: Customer Master screen will appear. Go to Detail - Fill in with Customer Detail. Then in Eye Detail - Fill in the details as per Doctor Prescription.

Step 3: Go to GST - GST Reg Type (Choose Unregistered)

Step 4: Personal Details - Fill in the details with Mobile & Email-ID.

2. In Sales Screen

Step 1: Go to Sales > Sales Bill

Step 2: Bill Entry screen will appear. Click 'QuickAddCust' function key.

Step 3: Quick Add Customer screen will appear. Fill in the customer details. Press the Enter key.

Step 4: Eye Detail screen will appear. Fill in the details as per Doctor's prescription.

Note: In Bill Entry Screen, Eye Details section - from there also as per Doctor's prescription details could be entered.

Conclusion:

Capturing customer eye details in RetailEasy Optical POS is an important step for shop staff to take in order to provide their customers with the best possible service. By automating the process of entering customer eye details, they can save time and improve accuracy. This can help to improve customer satisfaction and overall business outcomes.

FAQ's:

Q: What information do I need to capture for each customer?

A: The information you need to capture for each customer will vary depending on your specific needs. However, some of the essential information includes:

- Customer name
- Address
- Phone number
- Prescription information (right eye prescription, left eye prescription, sphere, cylinder, axis, and add)

Q: How often should I update customer eye details?

A: You should update customer eye details as often as necessary. This may be on a yearly, bi-yearly, or even quarterly basis, depending on the customer's individual needs.

Q: How will capturing my eye details benefit me as a customer?
A: By having your eye details on record, you won't need to carry physical prescriptions when shopping for eye-wear with us. It expedites the purchase process and enables our team to offer tailored recommendations based on your previous purchases and prescriptions.

Q: Can I update my eye details in the system if my prescription changes?
A: Absolutely! We encourage you to update your eye details whenever there's a change in your prescription or other relevant information. This helps us ensure that you receive the most accurate eye-wear for your needs.