Every pair.
Every detail.
Connected.

Find customers by name, mobile or reference. Keep orders, invoices, payments, policies and after-sales activity connected to the same customer.

Capture right and left eye values, SPH, CYL, AXIS, ADD and PD, with prescription dates and optometrist details. Keep optical information close to the sale.

Configure Platinum, Gold and Silver tiers using net purchase value or distinct visits, with a recent-month or available-history window. Returns and credit history affect the calculation.

Maintain insurer masters, policy holder details, policy numbers, validity, cover and co-pay information. Keep renewal history and consent-based reminder options where enabled.

Work with frames, sunglasses, spectacle lenses and contact lenses. Use catalogue search, scanning and configured item details while building the sale.

Choose Direct Sale or Insurance Sale, then identify Direct Bill or Reimbursement. Preserve policy details with the sale and review insurance-specific reports. Coverage estimates require insurer verification; electronic claim submission is not implied.

Connect the sales order with the invoice, payment receipt and package workflow. Include branding and prescription details in applicable configured documents.

Record collections through assigned payment accounts, apply eligible advances and review outstanding amounts. Keep the sale value separate from what has actually been collected.

Manage configured promotions and voucher redemption, with central discount limits and role-based controls over sensitive pricing actions.

Trace eligible returns to the original sale and issued invoice. Keep physical receipt, credit creation, credit allocation and actual refund recording as distinct steps.

Assign orders with task type, technician, due date, priority and fitting instructions. Use masters for services, frame types, lens types and quality checks.

Track assigned work, blocked tasks and completion. Return lab updates to the store for quality review, dispatch or customer collection.

In the Repair Studio release, trace the purchase, record condition and accessories, mark defects on an eyewear chart, upload intake photos and capture a signed acknowledgement PDF.

Prepare service estimates, record customer approval and assign the technician. Track work notes, after-work photos and store quality checks before collection.

Link chargeable repairs with sales orders, issued invoices and payment verification. Follow the case milestones through signed customer collection.

Record claims against sold items, maintain brand/category policy settings and customer updates, and follow configured supplier recovery and vendor credit workflows. Availability depends on the installed release.

Use model, colour, size, SKU, barcode and product imagery, with stock visibility by assigned location through the configured Zoho Inventory connection.

Keep unavailable-item demand connected to authorised purchase orders. Follow approvals, actual goods receipt and posted vendor bills before releasing dependent invoicing.

Assign no-access, view or manage permissions across supported modules. Map users to locations, salespeople, optometrists, payment accounts and authorised customer scope.

Review cash, card, Tabby, Tamara and other mapped accounts. Compare system cash with counted cash and review differences. Provider setup is separate.

Set branch and salesperson targets, with brand/category rules and percentage, per-piece or combined incentive calculations. Review eligible net sales after discounts, returns and credits.

Review branch and staff sales, collections, insurance sales, lab work, repairs and outstanding follow-ups through permitted reports. Use configured print, PDF, email or export options.

Link supported customer, product, order, invoice and payment workflows. Background sync and webhook updates refresh supported records, with status and exception visibility.

Through configured Zoho Books, manage receivables, payables, expenses and credit adjustments, then review profit and loss, balance sheet, cash flow and ageing reports.

Use supported bank feeds or statement imports in Zoho Books to match settlements, receipts, supplier payments and charges against ledger records.

Discuss e-invoicing, VAT and Corporate Tax workflows as part of the Zoho Books scope. Availability and applicable requirements must be checked during implementation; filing and professional review remain separate responsibilities.

Explore separately configured Books, Inventory, Billing, Expense, Checkout, Commerce and Payroll applications according to subscription and business needs. A direct POS integration with every suite app is not implied.

Scope customer and item preparation, images, stock and opening information. Configure permissions and connections, validate agreed scenarios with the team, then complete launch and support handover.