Please watch our video tutorial on how to order trials in CLX below. Or scroll down to view our step-by-step tutorial with screenshots.



To place an inventory order in CLX first click the Office on the portal as indicated on the screen below.

This will bring you to your Dashboard. From the Dashboard, you will need to select Inventory as shown below.

Then you will need to click Inventory Order on the sidebar menu.

Within Inventory Order, you will see 4 ways in which you can order Inventory trials or revenue for your practice.

  1. Add Rxs by Building: Allows you to place a small order for revenue or trials. This will allow you to select one lens at a time.
  2. Add Rxs by Ranges: Allows you to select multiple parameters for a particular product for faster ordering.
  3. Add Rxs by Template: Allows you to create custom preset orders for either trials or revenue.
  4. Add Rxs by Upload: Allows you to upload scanned trials from your Opticon scanner into CLX.

 

 

 

To Place an order using Add Rxs by Building:

 

  1. Click the product dropdown and select the product you wish to order.
  2. Select the appropriate parameters i.e. (Base Curve, Diameter, Sphere etc.).
  3. Enter the quantity you wish to order.
  4. Click Add Single Rx.
  5. Click Continue.

 

 

Once you click Continue

  1. Select the Supplier you want to send the order to.
  2. Select the Shipping Method.
  3. If you need to batch your orders and group your revenue and trial orders, together click Save for Later, and this will put this order into initial order where you can submit all orders together.
  4. If you are ready for the order to be processed, click Submit Order, and your distributor will process the order.

 

 

To Place an order using Add Rxs by Ranges:

  1. Click the product dropdown and select the product you wish to order.
  2. Select the appropriate parameters i.e. (Base Curve, Diameter, Sphere, etc.)
  3. Enter the quantity you wish to order.
  4. Click Add Rx Ranges.
  5. Click Continue.
  6. Please note that you have the option to save the set of trials as a template (Save as New Template). This allows you to have a set of trials ready to order at any time.

 

Once you click Continue

  1. Select the Supplier you want to send the order to.
  2. Select the Shipping Method.
  3. If you need to batch your orders and group your revenue and trial orders, together click Save for Later, and this will put this order into initial order where you can submit all orders together.
  4. If you are ready for the order to be processed, click Submit Order, and your distributor will process the order.

 

 

 

 

To Place an order using Add Rxs by Template:

 

  1. Select the custom template you wish to order.
  2. Click Add Template Rxs.
  3. Click Continue.

 

 

 

Once you click Continue

  1. Select the Supplier you want to send the order to.
  2. Select the Shipping Method.
  3. If you need to batch your orders and group your revenue and trial orders, together click Save for Later, and this will put this order into initial order where you can submit all orders together.
  4. If you are ready for the order to be processed, click Submit Order, and your distributor will process the order.

 

 

 

 

 

To Place an order using Add Rxs by Upload:

*PLEASE NOTE: if this is your first time using a scanner, you will need to configure the scanner to work with CLX. 

 

Please use the link below to configure your scanner. If your scanner is set up, please see the instructions below on how to upload the barcodes in CLX.

 

https://clxsystem.freshdesk.com/support/solutions/articles/44001937098-how-to-use-a-scanner-to-upload-rxs-for-inventory-order

 

  1. Choose the barcodes file from the Scanned Trials folder on your desktop. 
  2. Click Add Uploaded Rxs.
  3. Click Continue.

 

Once you click Continue

  1. Select the Supplier you want to send the order to.
  2. Select the Shipping Method.
  3. If you need to batch your orders and group your revenue and trial orders, together click Save for Later, and this will put this order into initial order where you can submit all orders together.
  4. If you are ready for the order to be processed, click Submit Order, and your distributor will process the order.