Inventory tracking for frames and lenses

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Scan inventory levels daily

   Automated system checks current stock quantities for all frames and lenses against predetermined reorder thresholds. Triggers when any item falls below minimum stock level.

   MaximEyesCompulink Advantage SMART Practice
2. 2

   Action

   Retrieve historical sales data

   System pulls 90-day sales history and seasonal trends for each low-stock item to calculate optimal reorder quantities. Factors in lead times and upcoming promotional periods.

   MaximEyesRevolutionEHR
3. 3

   Decision

   Evaluate supplier and urgency

   System determines if item is critical (less than 7-day supply) or standard reorder, and identifies preferred supplier based on cost and delivery time. Routes to appropriate ordering process.

   Compulink Advantage SMART Practice
4. 4

   Action

   Generate purchase orders automatically

   System creates and sends purchase orders to suppliers with calculated quantities, preferred delivery dates, and practice shipping information. Includes backup supplier contact if primary unavailable.

   MaximEyesCompulink Advantage SMART Practice
5. 5

   Action

   Update patient waitlists

   System checks for patients waiting for out-of-stock items and automatically schedules follow-up appointments or notifications based on expected delivery dates. Prioritizes by patient urgency.

   EyefityPractice ManagementRevolutionEHR
6. 6

   Action

   Record inventory transactions

   System logs all reorder activities, updates expected delivery dates, and adjusts available-to-promise inventory for scheduling future appointments. Creates audit trail for inventory management.

   MaximEyesCompulink Advantage SMART Practice
7. 7

   Output

   Deliver inventory status report

   System generates comprehensive report showing reorders placed, expected delivery dates, critical stock alerts, and updated inventory projections for practice management review.

   MaximEyesEyefityPractice Management

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