1. Take stock of where you are today
List what you currently manage on paper, in Excel, or in another software: customer files, prescriptions, stock, sales. This helps estimate the volume of data to bring over.
2. Choose how you want to work
Offline if you want a local, independent installation, or Cloud if you want remote access and automatic updates. Both models give you the same optical management capabilities.
3. Prepare your data
Gather your existing customer files, prescription history and stock, even if incomplete or in different formats.
4. Migrate and configure
Taysr Optic imports your relevant data and configures the platform for your business: catalog, users, and printer if needed.
5. Train your team and go live
A quick team onboarding is usually enough to get started on the key workflows (sales, prescriptions, stock).