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OptiFlow

For a business that needs stock control

Optical stock you can actually trust

Frames, lenses and contact lenses with per-branch balances, recorded movements and branch transfers as proper documents — so the answer to "do we have it?" comes from the system and not from memory.

The friction today

  • Nobody can say whether a frame is in the store, sold, or sent to another branch.
  • A transfer between branches happens over a message, and later nobody remembers what left and what arrived.
  • A stock count turns up gaps, with no way to tell where they came from or who touched it.
  • You reorder a model you already have three of, and miss the one that actually ran out.
  • The gap between what is recorded and what is on the shelf shows up at year end, when nothing can be done about it.
  • A customer’s phone question ends with "let me check and get back to you".

How the day runs

  1. 01The catalogue defines what you sell — frames, lenses, contact lenses and accessories — and that is where tracking starts.
  2. 02Goods coming in are recorded as a movement, with the branch they came into.
  3. 03A sale or an order reduces the balance, and the movement stays as history rather than only as an updated number.
  4. 04A transfer between branches is a transfer document with a sending and a receiving side — not a message and not a promise over the phone.
  5. 05Counts and adjustments are recorded with who and when, so a discrepancy has a trail and not just an outcome.
  6. 06Reports show balances and movements by branch and period, so a purchasing decision leans on data.

OptiFlow can connect to supported devices and services depending on the model, the provider and your configuration. Some connections depend on your plan, your equipment and a compatibility check.

Capabilities

Everything the business needs, connected

Customers & CRM

Everything about a customer sits on one card — details, exams and prescriptions, orders, payments and follow-ups — so anyone on the team answers from the same picture, even if they never served that customer before.

  • One customer card holding details, exams, prescriptions, orders and payments
  • Fast lookup by name, phone or ID, so the same customer is not opened twice
  • Customer groups and a loyalty club for benefits and repeat-customer follow-up
  • Calls, notes and follow-up tasks recorded on the customer, not on a sticky note
  • History that survives even after years or a visit to a different branch

Available on every plan

Orders & sales

Every order is tracked from the moment it opens until it is handed over, carrying the prescription values, and the state of open orders is visible to anyone permitted to see it — no hunting for the one person who remembers.

  • Open an order from the prescription instead of re-entering the values
  • Track open orders by stage, through to hand-over
  • Spectacle and contact-lens orders drawn from your product catalogue and pricing
  • The customer’s order history available on their own card
  • A lens-thickness estimate to show the customer while they choose

Available on every plan

Payments & documents

The payment is recorded on the order itself — split across methods or spread over several instalments — and the financial documents are issued from the same place, according to your settings.

  • Payments recorded on the order, including partial payments and split methods
  • Open balances tracked per customer and per order
  • Financial documents issued by document type and your business settings
  • Gift cards and coupons accepted as payment or as a discount
  • Optional connection to a point-of-sale system, depending on provider and setup

Available on every plan

Products & inventory

The catalogue, pricing, orders and payments all work without stock tracking. When a business does manage stock, per-branch balances, movements and branch-to-branch transfer documents come with it.

  • A product catalogue and pricing that work with or without stock tracking
  • Per-branch stock balances once inventory is switched on
  • Stock movements by product and by branch
  • Branch-to-branch transfer documents, recording what moved and where
  • A cross-branch stock picture for management

Enabled to match how the business works

Working across branches

Every branch works in the same system on the same customers, each activity is attributed to the branch where it happened, and management gets one cross-branch picture.

  • One customer across all branches — the history follows them to any location
  • Appointments, exams, orders and payments attributed to the branch that handled them
  • Role-based permissions, so each person works inside what their job needs
  • Branch-to-branch comparison in management reports
  • Per-branch stock balances when inventory is switched on

Available on every plan

Reports & the management view

The data recorded during the working day becomes reports and a status view — no manual collection, no extra spreadsheet on the side.

  • A daily status view: appointments, orders and branch activity
  • Sales, order and payment reports by period
  • Breakdowns by branch, by staff member and by activity type
  • Open orders and unfinished follow-ups tracked in one place
  • Data exposed according to the viewer’s permissions

Available on every plan

Employees & permissions

Each person gets access to what their role actually needs — clinical information included — and when they leave, the record of their work stays with the business.

  • Role-based permissions for front desk, sales, optometry and management
  • Clinical information shown only to the roles whose work requires it
  • Add a new employee and get them working without sharing passwords
  • Off-board someone without losing the history they created
  • A record of who did what, for internal control

Available on every plan

See all capabilities

Want to see how OptiFlow could fit your business?

We’ll set up a personal demo, learn how you work today, and show the capabilities that matter for your store or clinic.

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