Counter · footfall

Log every walk-in, not just the sales.

A visit is anyone who walks through the door — the eye-test that leaves with a paper Rx, the repair, the warranty claim, the browser who buys nothing. Logging them is what turns “we were busy today” into a conversion rate you can actually act on.

Why bother logging a no-sale visit?

Sales tell you what you sold. Visits tell you how many chances you had. The gap between the two is your conversion rate — the single most useful number for spotting an under-performing branch, a staffing gap at peak hours, or a frame wall that isn't pulling. A visit also keeps the customer's history honest: the eye-test today explains the purchase three weeks from now.

1 · Open the form

In the sidebar, open Walk-ins and click + Log a visit, or go to /visits/new directly. The whole thing is one short screen — most visits take about fifteen seconds to record.

2 · Branch & purpose

Branch defaults to yours. Then pick a purpose — this is the only field that really shapes the visit, and the form shows a one-line explanation under whatever you select.

Purpose	When to use it
Purchase	Standard sale — frame, lens, contact lenses, accessories. Hands you straight into the sale form (see step 5).
Eye-test only	Optometrist captures the prescription. Customer takes the Rx away, no purchase today. Also hands off to the sale form if they change their mind.
Lens replacement	Customer brought their own frame; new lenses fitted into it.
Repair / adjustment	Bent temple, loose hinge, missing nose-pad. May or may not be charged.
Warranty claim	Frame within its warranty period — replacement or repair at no charge.
Order pickup	Collecting an order placed earlier. Prefer the order's Mark delivered button so the timeline closes.
Return / exchange	Bringing a previous purchase back. Use the order's Process return button — see the Returns doc.
Browsing	Walked in, looked around, left without buying. Logging it is what makes footfall real.
Consultation	Insurance-scheme enrolment, corporate tie-up, partner referral.
Other	Anything that doesn't fit above — explain it in the service description.

3 · Attach a customer (or don't)

Two modes, toggled at the top of the customer panel:

Anonymous walk-in (the default) — no customer attached. The visit still counts toward footfall, and you can link a customer later if they end up signing up at the counter.
Match a customer — type a name or phone (two characters minimum). Matches appear as you type; click one to attach. Hit ✕ change to swap it back out.

You don't need to create a customer record just to log a visit. Leave it anonymous for genuine walk-ins — forcing a phone number on someone who only wanted to browse is how you end up with a junk customer list.

4 · Service details (only when relevant)

For repair, warranty, consultation, and other, an extra panel appears:

Field	What it does
What did you do?	Free-text note of the work — “replaced left nose-pad, tightened both temple screws”. This is the record the next staff member reads.
Charge (₹)	Optional. The fee for the service, if any. For warranty visits leave it blank or 0 — the whole point is it's free.

For the other purposes (eye-test, browsing, pickup, etc.) this panel stays hidden — there's nothing to charge or describe. A Notes box at the bottom is always available for anything worth remembering: preferences, concerns, who attended.

5 · Save — or save and sell

The button changes based on the purpose you picked:

Purpose	Button	What happens
Purchase or Lens replacement	Save + start sale →	Logs the visit, then drops you into the sale form with the branch and customer already attached. The eventual order links back to this visit.
Everything else	Log visit →	Logs the visit and opens its detail page.

Every visit starts with status open and records who attended and when. You don't have to decide the outcome up front.

After the visit

On the visit detail page you can:

Start sale — a browser or eye-test customer decided to buy after all. This carries the customer into the sale form and links the resulting order back to the visit, so the conversion shows up in the footfall report.
Mark complete — the visit is done (with or without a sale). If a sale happened, it's recorded against the visit.
Mark abandoned — the customer left before anything was captured. Still counts as footfall, just a non-converting one.

Pickups and returns are better handled from the original order (its Mark delivered and Process return buttons), which keep inventory and the payment ledger correct. Logging them as a visit is fine for the footfall count, but it isn't the place to move money or stock.

Next up

Selling at the counter →

When a walk-in turns into a buyer, this is the flow the Save + start sale button drops you into.