Documentation
Run your shop with confidence.
How Opticops works, from the counter to the back-office to the owner dashboard. Each page is a workflow — what it does, when to use it, and the exact clicks.
Pick a topic from the sidebar, or start with the four most-used flows below. New to the platform? Read Roles & access first — it explains who can see and do what, which makes everything else easier to follow.
Most-used workflows
Counter
Selling at the counter
Build a cart, capture Rx, take payment, print invoice + job card.
Catalogue
Creating new SKUs
Snap a box-label photo and let AI fill the form. Plus dedup, HSN auto-fill, label print.
Inventory
Receiving purchases
Record a goods-received note, recompute weighted-avg cost, watch the variance warnings.
Owner view
Reading the reports
DSR, P&L, sales, customers, inventory, reorder, turnover — what each one tells you.
Everything else
Setup
Roles & access
Owner, regional manager, branch manager, optometrist, branch staff, accountant, lab tech, auditor.
Setup
Branches & operating models
COCO / COFO / FOFO / FICO — and the four organisation references on every branch.
Counter
Customers
Search, create, recall window, lapsed cohort, AI-drafted WhatsApp messages.
Inventory
Transfers & per-SKU history
Move stock between branches with cost basis carrying. See every event on a single SKU.
AI
AI features
Box-label scanner, brand dedup, draft messages, ask, daily insights.
Internal
Platform admin
For the Opticops team: onboarding new orgs, impersonation, cron jobs, observability.
Conventions in these docs
Numbered steps show the click-by-click path. Amber-bordered warnings flag things that have bitten real users. Green tips are shortcuts that pay off later. Every page links to the next logical one at the bottom — read them in order on your first pass.