Product Lists let your lab control exactly which lenses, services, tints, frames, and redo types an ECP can order on SpecCheck. Create a list once and assign it to as many accounts as you like, which is perfect for programs, buying groups, contract accounts, or premium catalogs.
Where to Find Product Lists
Click Catalogs in the left sidebar, then Product Lists. The Catalogs section also holds your Frame Catalog and Lens Catalog.
The Product Lists page shows all of your lab's lists. Use Search Product Lists to find one, or click Create Product List to add a new one. Once created, a Product List can be assigned to multiple accounts from each ECP's details page.
Create a Product List
Click Create Product List. Setup takes three steps for Rx lists, or two steps for Frame-Only lists.
Step 1: Enter Details
Product List Name (required): A name to identify the list, like "Kids Product List," up to 50 characters.
Description (required): Who or what the list is for, up to 250 characters.
Select Order Type (required): Rx or Frame-Only.
Select Rx Type (required for Rx lists): Standard, Insurance, Safety, Contract, Retail, or PersonalEYEZ. The Rx Types you see depend on what your lab supports.
Order Types and Rx Types your lab hasn't enabled appear locked. For example, if Frames aren't enabled for your lab, Frame-Only is locked, and hovering over the lock shows "Frames are currently not enabled for your lab. Contact [email protected] to enable them." The first available Order Type and Rx Type are pre-selected, so change them if needed.
If you choose Frame-Only, there's no Rx Type to select, and the setup has two steps: Enter Details and Select Products. Click Next.
Step 2: Select Lens, Services & Tints
Lens Options (required): Lenses are shown nested. Each lens style expands to show its materials, and each material expands to show its add-ons. Checking a style selects all of its materials and add-ons, so expand it and uncheck anything you don't want to include. Counters such as "7 of 10 Materials" show how much of each style you've selected.
Tints & Services: Check the tints (such as Custom Solid Tint) and services to include. Tints and services each have their own search bar, Select All toggle, and expand/collapse button.
Use the search bars, Select All toggles, and the expand/collapse button to move quickly. A summary at the bottom of each column shows how many styles, materials, and add-ons are selected, or how many tints and services are selected (for example, "2 tints • 3 services selected"). Click Next.
Step 3: Select Frames & Redos
For Frame-Only lists, this is Step 2, Select Products.
Frames (required for Frame-Only lists): Check the frames from your Frame Catalog that ECPs on this list can order. If Frames aren't enabled for your lab, this column is locked and shows "Frames are currently not enabled for your lab. To enable Frames for your ECPs, Contact Us."
Redo Types (required): Choose at least one of Lab Redo, Office Redo, and Warranty Redo. Redo Types are required for both Rx and Frame-Only lists.
Click Save. You'll see a confirmation that the product list was created.
Please Note: Frames are a paid feature. If frames aren't enabled for your lab, frame selection is locked in this step and Frame-Only Product Lists are locked too. You can still build Rx Product Lists with lenses, services, tints, and redo types. To enable frames, please contact [email protected].
Used Frame Lists before? Frame Lists have been replaced by Product Lists. Your existing Frame Lists and Product Lists were moved into the new Product Lists automatically, so there's nothing to rebuild. Going forward, frames are added directly to a Product List in the Select Frames & Redos step.
Edit or Delete a Product List
On the Catalogs → Product Lists page, each list appears as a card that shows its name, who last updated it and when, its description, its Order Type and Rx Type badges (for example, Rx and Standard), and a trash icon.
Preview a list: Click the list to open a read-only preview. For Rx lists, use the arrow to move between the lens options page and the frames and redo types page. Click Close or Edit at the bottom.
Edit a list: In the preview, click Edit. The Edit button becomes available once the list finishes loading. The same steps you used to create the list open with your saved selections filled in. Make your changes and click Save.
Delete a list: Click the trash icon on its card, then confirm. The confirmation lets you know that ECPs using this list will fall back to the options in your lab's LMS.
Assign Product Lists to an ECP
Product Lists are assigned from the Overview tab of each ECP's details page. For a new ECP, add the ECP first (learn more), then assign Product Lists as described below.
Each ECP can have one Product List per Order Type and Rx Type combination: one Frame-Only list, plus one Rx list for each Rx Type. When someone creates an order, SpecCheck applies the list that matches the Order Type and Rx Type they select, so lists never conflict.
Open the ECP and go to its Overview tab:
No lists assigned yet: You'll see a card that says "No product list assigned." Click Assign Product List.
One or more lists assigned: The Product List Configurations card, with the subtitle "Assign and manage Product Lists for this account.", shows each assigned list as a pill with an edit icon. Click Assign New Product List to add another.
In the Assign Product List window:
Open the Select Product List dropdown and select a list. Only lists that aren't already assigned to this account are shown, each with its Order Type and Rx Type badges.
Review the preview of the list: its name, badges, and description, its Lens Options, its Tints & Services, and frames, with counts for each. Use the arrow on the preview to move between its pages. You'll also see who last updated the list and when.
Click Save. You'll see a confirmation that the product list was assigned.
If your lab hasn't created any Product Lists yet, the window shows a banner letting you know none were found and pointing you to Product Lists to create one. If every list is already assigned to the account, the window lets you know there are no more lists to add.
Unassign a Product List
On the Product List Configurations card, click the pill for the list. A Product List window opens. It lets you know the list is currently assigned to the account and that unassigning it lets ECPs choose from what is available in your LMS, followed by a preview of the list.
Click Unassign Product List. You'll see a confirmation that the product list was unassigned.
If no Product List is assigned, SpecCheck defaults to what is found in your lab's LMS, so the ECP can choose from everything available there.
FAQ
Q: Is Product Lists included for every lab?
Yes. Product Lists are available to all labs. Adding frames to a list, and creating Frame-Only lists, requires frames to be enabled for your lab, which is a paid feature.
Q: Where did the Product Lists tab in Settings go?
Product Lists now live under Catalogs → Product Lists in the left sidebar. The old Product Lists tab under Settings → Rx Orders has been removed.
Q: Why can't I find a product when building a list?
Product Lists draw from your lab's active catalog. If a product is missing, it's missing from your LMS catalog configuration. Update your LMS and make sure the product mapping exists. You can check what's active in Catalogs → Lens Catalog → View Active Catalog.
Q: Why are frames, Frame-Only lists, or some Rx Types locked?
Order Types and Rx Types your lab hasn't enabled appear locked when you create or edit a list. Frames are a paid feature. If frames aren't enabled for your lab, frame selection and Frame-Only Product Lists are locked. Contact [email protected] to enable frames.
Q: Can I edit or delete a list later?
Yes. Click a list on the Product Lists page to preview it, then click Edit to make changes. To delete a list, use the trash icon on its card.
Q: When do edits to a Product List take effect?
Right away, for every ECP the list is assigned to. If someone is creating an order while you make a change, they'll need to refresh the page to see the updated list.
Questions? Reach out to [email protected].