Use-case playbooks
Updated 1 Oct 20265 min

Run an optical shop on Finocket

Frames, lenses and contact lenses on one bill with the right rate on each line, an advance at the order and the balance at delivery, every lab bill against what you charged, and the contact-lens powers your regulars come back for kept on the shelf.

Business owner

Frames, lenses and contact lenses on one bill with the right rate on each line, an advance at the order and the balance at delivery, every lab bill against what you charged, and the contact-lens powers your regulars come back for kept on the shelf.

What you set up

Optical shop & eyewear retail businesses run on the Growth plan, which turns on 27 modules:

Turn any of these off if you don't need them - see setting Finocket up for your trade for the two decisions worth getting right on day one.

What you'll do day to day

Frame, lenses and sunglasses on one bill

Signed in as a staff member, open /pos. Titan frame + 1.56 progressive pair at 5% and Ray-Ban sunglasses at 18% on one bill, paid part cash, part UPI.

Balances on pairs already handed over

Signed in as the owner, open /outstanding. Neha Kulkarni and Arun Deshpande carry open balances after delivery; send a WhatsApp reminder from the row.

Contact-lens powers on the shelf

Signed in as a staff member, open /inventory. Monthly −2.50 and −3.00 boxes and ReNu solution by batch; low cover and near-expiry flagged.

Eye camps are a pipeline

Signed in as the owner, open /deals. Vikram Auto Components billed, the senior citizens' camp scheduled, the school screening at enquiry.

Repeat customers earn points

Signed in as a staff member, open /loyalty/program. Points on Sameer Joshi's frame purchase, redeemed against his next contact-lens box.

Close the counter honestly

Signed in as a staff member, open /pos/z-report. Opening float, cash vs UPI vs card, over/short for the day.

A Pune optical shop where no balance leaves with the glasses

Before: Advances taken at the order, balances collected whenever the customer came back, lab bills checked by memory, and contact-lens powers counted only when a regular asked.

With Finocket: Frames, lenses and sunglasses on one bill at their own rates, open balances on Outstanding with a WhatsApp reminder, and contact-lens boxes tracked by batch.

(Drishti Opticians, a demo optical shop & eyewear retail workspace in Pune, Maharashtra - not a real customer.)

Next

See how Finocket fits your trade for the same use cases with the case study in full, or bring your existing books across if you're switching from another system. Running this on a phone at the counter and a desktop at month-end? See what each device is best for.

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