SmartFlow - New Era - Getting Started

The instructions below provide detailed steps for New Era - Getting Started, as an alternative, you can access Quick Guide - SmartFlow Setup.

Instructions

1. Access Admin > Vendors/Partners > Contact Lens Suppliers > New Era.
2. Within the Basic Information tab, setup your New Era account information. The following is required and must be entered before orders can be successfully transmitted to New Era:
   • Account Number: Your New Era account number is the number used to associate your account with New Era for billing and reporting purposes and can most commonly be found on your New Era statement. If you do not know your New Era account number, contact New Era and
     request your office's account number. IMPORTANT NOTE: Your New Era account number
     is 8 digits long.
3. Access the Location Information tab.
4. Open each location and complete the following:
   1. Verify the information in the Account # field matches the Account Number field within the Basic Information tab. Update the field, if necessary. 
   2. Verify the External/Ship-To # field matches the information your practice received from New Era. Update the field, if necessary. Your New Era ship-to location number identifies the office to which New Era should send orders that it receives from your practice. For practices with one location, the ship-to location number is "000." For practices with multiple locations, contact New Era to receive the correct location numbers assigned to each location.
   3. Click 'Save.'
5. If all locations within your practice are NOT listed in the grid:
   1. Click 'Add.'
   2. In the New Location Configuration modal, in the Location field, select the appropriate location from the dropdown menu.
   3. In the Account # field, update the account number.
   4. In the External/Ship-To # field, input the location's number as obtained from New Era.
   5. Click 'Save.'

• To ensure orders sent to New Era can be successfully transmitted, order validation verifies the Account # and External/Ship-To # fields for this supplier have been populated. If either of these fields are not populated, a warning message displays that indicates which ID's are missing.

After setup is complete, it is our recommendation that you submit one or two orders to verify that configuration for your practice has been setup correctly. Once you can confirm the order was successfully received and approved by New Era, you are ready to transmit New Era orders through SmartFlow.