Optical Shop Management for Odoo | Optician Management
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 67.35
In-App PurchasesOptical Retail Management in Odoo
Optical Management Odoo App turns Odoo into a complete
system for running an optical store. It brings eye examinations,
lens and contact lens prescriptions, appointments, retail sales,
and point of sale together, so your team works from one customer
record instead of separate books and files.
Front-desk staff book appointments, optometrists record full exam
results and generate a prescription in one step, and the shop floor
sells frames, lenses, and contacts with the customer's prescription
attached to the order. Each job moves through a clear pipeline, from
new to sent to lab to ready to delivered, and customers are emailed
when their glasses are ready to collect.
You can run paid membership plans with category discounts and reward
points, send recall reminders when a prescription is due to expire,
and let customers view their prescriptions, appointments, and
membership through a website portal. It is built for single shops
and multi-branch optical retailers that want their whole optical
business in one place.
MODULE FEATURES
Eye Exams & Prescriptions
Record complete eye exams (sphere, cylinder, axis, prism, addition, PD) for both eyes and generate a printable prescription from the results in one step.
Appointments & Reminders
Book patient visits by store and optometrist, see them on a calendar, and let the system email a reminder before each appointment.
Automatic Recalls
Bring customers back on time. Recalls are created and emailed when a prescription nears expiry, or you can generate them in bulk by store.
Optical Product Catalog
Set up frames, lenses, sunglasses, and contact lenses with brand, frame shape, material, and lens details, using built-in brand and shape lists.
Prescription-Linked Sales
Attach a prescription to a sale order with per-eye lens values, and move each job from new, to sent to lab, to ready, to delivered.
Optician Point of Sale
Sell frames, lenses, and contacts at the counter, with the customer's membership discount and loyalty points applied automatically.
Membership Plans
Offer paid plans with category discounts, free eye checkups, buy-one-get-one, vouchers, and shared family members, applied automatically at checkout.
Loyalty Points & Tiers
Members earn points on purchases, rise through Silver, Gold, and Platinum tiers, and redeem points on both store and point of sale orders.
Multi-Store & Optometrists
Run several branches, each linked to its own warehouse and point of sale, and keep an optometrist directory with license details.
Website & Customer Portal
Publish a store page where customers book appointments online, and give them a portal to view their prescriptions, appointments, and membership.
Optical Dashboard
Open one dashboard for today's sales, orders in the lab, appointments, and active members, with a seven-day sales trend chart.
Print-Ready PDF Reports
Print a clean prescription, a lab work ticket for each order, and a membership card with a barcode, straight from the record.
Eye Examinations & Prescriptions
Provide a comprehensive interface for opticians to
conduct eye examinations and issue prescriptions.
When patients visit, the examiner records precise
vision metrics and links them to their profile.
Eye Care Features:
- Lens Correction Details: Record sphere, cylinder, axis, and addition parameters for both near and distance vision correction.
- Pupil Distance (PD): Capture pupil distance measurements for both eyes to ensure proper lens centering during manufacturing.
- Optometrist Assignment: Link eye examination records directly to registered store optometrists and branches.
- Automatic Integration: Save examination history to the patient's record to dynamically look them up during POS retail sales.
Prescription Flow
Open Eye Examinations, create a new record for a patient, select the optometrist, input visual acuity, sphere, cylinder, axis, and PD measurements, click Create Prescription to save details, and print a professional optical report.
Eye Examinations Form View
Appointments & Recalls Management
Streamline patient checkup schedules, configure
automated periodic recall rules, dispatch
notification reminders, and monitor appointment
calendars in a unified dashboard.
Scheduling Features:
- Appointment Scheduling: Schedule check-up requests and coordinate slots with specific optometrists across stores.
- Recall Configuration Rules: Automate client recall periods (e.g. 365 days after eye exam) to send alerts for next check-ups.
Patient Appointments
Manage customer bookings and optical consultation schedules. Keep track of patient info, selected store branches, designated optometrists, appointment dates, and booking status in a unified view.
Eye Examinations
Log precise details of vision tests. Capture visual acuity, sphere, cylinder, axis, prism, addition, and pupillary measurements, linking results to target sales orders and active prescriptions.
Recall Wizards
Batch process patient checkups using the recall wizard. Filter by store or dates, customize messaging templates, and generate communication records in bulk.
Examiners Records
Ensure compliance and traceability by registering Examiners, linking their medical license details, and tracking their assigned store locations.
Memberships & Loyalty
Boost customer retention by providing tiered
membership programs, automating tier progression
rules, issuing membership cards, and recording
points transactions.
Membership Features:
- Tier Progression: Define Gold, Silver, Bronze, and Platinum plans with custom qualification rules and periods.
- Loyalty Point Ledger: Automatically credit loyalty points during POS orders and when sale orders are delivered.
Loyalty Tiers
Define customer loyalty structures. Configure eligibility rules, validity durations, minimum spend thresholds, and points conversion ratios for each membership tier.
Membership Plans
Create and customize membership templates, mapping them to discount programs and point rules.
Customer Memberships
Track individual customer memberships, active tiers, accumulated points, and history of reward redemptions.
Membership & Loyalty
Manage comprehensive member profiles, logs of point transactions, and membership cards.
Optical Management Dashboard
Monitor key optical operations, active
prescriptions, optometrist appointment pacing, and
store sales metrics in real-time.
Dashboard Features:
- Key Metrics (KPIs): Review sales totals, prescription counts, active loyalty memberships, and store checkups at a glance.
- Appointment Tracking: Track appointment statuses and scheduled patients across branches in real-time.
Dashboard Overview
Interactive OWL-based dashboard displaying vital optician diagnostics, store performance metrics, and recall conversions.
Optical Setup & Configuration
Configure store parameters, registered optometrist
examiners, eyewear brands, frame shapes, membership
loyalty plans, and automated recall campaign rules.
System Configurations:
- Optical Store Profiles: Manage store addresses, contact lines, default templates, and sequence prefixes.
- Eyewear Brands & Shapes: Map frames and lenses with shapes (Oval, Aviator, Rectangle) and distinct manufacturer brands.
- Recall Automated Crons: Set up background schedulers to process overdue eye examinations and dispatch follow-ups.
General Settings
Configure global parameters for the optical store module, including default validity rules, reminder configurations, portal access permissions, and optician schedules.
Optical Stores
Configure branches and store locations. Setup store names, locations, contact info, sequences, and associate designated optometrists to manage checkup schedules.
Brands & Frame Shapes
Map optical features to product templates. Maintain catalogs of eyewear manufacturers (brands) and styles (frame shapes) to customize product selections.
Membership Plans
Configure loyalty levels (Gold, Platinum, Silver, Bronze). Set up points thresholds, criteria, and plan durations to reward regular store customers.
Registered Examiners
Manage professional profiles of in-store optometrists, optical examiners, and technicians. Input license details and link store locations.
Patient Website & Portal
Empower your customers with a modern, responsive
website portal. Patients can view their vision
examination history, active lens prescriptions,
doctor checkup reports, and upcoming appointments
from any device.
Website Portal Features:
- Prescription Access: Patients can securely log in to access and download active eyewear prescriptions.
- Appointment Scheduling: Online booking interface allows patients to request appointments and check slot availability.
- Loyalty Point Balance: Real-time display of accumulated loyalty points, membership tier levels, and transaction logs.
Patient Portal Prescriptions
Secure patient portal interface allowing clients to view their optical prescription details, including sphere, cylinder, axis, and pupil distance for both eyes.
Patient Portal Appointments
A custom patient-facing portal view showing details of upcoming optometrist appointments, booking references, scheduled times, store branch locations, and assigned examiners.
Patient Portal Membership & Loyalty
Real-time access for registered members to view active membership tiers, current accrued loyalty points balances, points details, and historical store check-ins.
Website & Appointment Booking Flow
Provide customers with a sleek, interactive optical
store landing page. Customers can browse featured
frame collections with ratings, prices, and quick
view capabilities, book store appointments online,
and learn more about your services.
Website Booking Features:
- Interactive Landing Page: Showcase featured frames and accessories with high-quality media, quick detail popups, and instant redirects to shop items.
- Online Scheduling Form: Patients select a service type, date, time slot, optometrist, and store branch to book consultations instantly.
Interactive Booking Flow Demonstration
Landing Page Overview
Customer Subscription & Membership Flow
Manage customer subscriptions, recurring
checkup/delivery programs, and tiered loyalty
memberships. Track point thresholds, upgrade
customers dynamically, and maintain ongoing care
plans.
Subscription Features:
- Membership Tiers: Gold, Platinum, Silver, and Bronze memberships with customized eligibility.
- Automated Recurring Flow: Customers register for recurring optical care subscriptions, tracked and managed seamlessly via backend ledgers.
Subscription & Membership Flow Demonstration
Professional PDF Print Reports
Generate elegant, print-ready PDF layouts for core
store operations and patient interactions. Supports
printing directly from records or active sessions.
Available Reports:
- Prescription Report: Printable PDF containing complete vision parameters, spheres, cylinders, axis, pupil distance, store info, and optometrist signature field.
- POS Work Ticket Report: Print direct job sheet details for lab technicians containing required lens corrections and frame specifications.
- Membership Card: Customer loyalty card with barcode scanner support to quickly check-in members on active POS tickets.
Patient Eye Prescription PDF
POS Lab Work Ticket PDF
Customer Membership Card PDF
Version 18.0.1.0 | Released on : 3rd July 2026
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Is this app compatible with Odoo Enterprise?
- Yes, our app is fully compatible with both Odoo Enterprise and Odoo Community editions.
-
Can we customize membership tiers and recall rules?
- Yes, you can configure arbitrary membership plans, define recall durations, and automate follow-up reminders easily.
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Are the website portal pages mobile-friendly?
- Absolutely. The public landing pages, patient portals, and prescription reports are designed to work beautifully on all mobile phones and tablets.
Support
Why Us?
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Devintelle Odoo Services
Connect Us
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Inventory (stock) • Invoicing (account) • Point of Sale (point_of_sale) • Sales (sale_management) • Website (website) • eCommerce (website_sale) |
| Lines of code | 5936 |
| Technical Name |
dev_optical_management |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
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