Setting Up Packages

1. Open the Products window. See Opening the Products Window.
2. Click the Packages link.

   The Packages window opens.

1. Open the Packages window. See To open the Packages window.
2. Click Create New.

   The Packages window opens.

3. Type a description for the package in the Description field.
4. Type a number in the Age Limit field, if needed.
5. Select the Combine On Invoice check box if you do not want the receipt for the package to list items in the package individually.
6. Select one of the following options in the Package Type drop-down list.
   • Select Single Package if you want the package to appear in AcuityLogic POS when an order includes the package items.
   • Select Partial Package if you want the package to appear in AcuityLogic POS only if assigned to a multiple pair package.
   • Select Multiple Package if you want the package to be part of a multiple order package.
7. Select the Combinable With Insurance check box if you want to allow the package to be combined with insurance
8. Select the Active check box if you want to make the package active.
9. Select the Lens Bundle check box if you want the package to be identified as a lens bundle that appears as a Lens Package in AcuityLogic POS.
10. Select the Extras Only check box if you want to create a package that only includes extras.
11. Select an existing package in the Copy From Schedule drop-down list if you want to copy the items from an existing package to the new package.
12. Select an item type in the Package Category drop-down list.
    If you want to add a frame to a lens bundle, add the Frame Retail Less than or Equal to package category.
13. Select an item in the Value drop-down list.
    The Value drop-down list only includes items you have mapped.
14. Type an item quantity in the Units field if you selected Contact Lens in the Package Category drop-down list.
15. Select the Is Default check box if you want to make the item the default item for the selected item type for the package.
16. Select one of the following options in the Package Discount Type drop-down list.
    • Select Charge Amount if you want the package price of the item to be different from the item’s list price.
    • Select Discount Amount if you want to apply a discount to the item’s list price.
    • Select No Discount if you want to use the item’s list price for the package.
17. Do one of the following in the Amount field.
    • If you selected Charge Amount in the Package Discount Type drop-down list, type the package price of the item.
    • If you selected Discount Amount in the Package Discount Type drop-down list, type the amount you want to discount the item from its list price.
18. Click Add to add the item to the package.
    After you add an item, click Edit to change the item details or click Remove to remove the item from the package.
19. Repeat steps 12-18 for each additional item you want to add to the package.
20. Click Save after you add all items to save the package.

1. Open the Packages window. See To open the Packages window.
2. Search for the package that you want to assign using the provided search criteria, if needed.
3. Click the Assign Offices link for the package that you want to assign.

   The Package Offices window opens.

4. Click Assign Offices and select the office that you want to assign the package to in the Office Number drop-down list.
   To assign the package to all offices, click Assign All Offices and skip to step 6.
5. Click the Insert link to assign the package to the selected office.
6. Click Return to exit the Packages Offices window.

You can export the details of packages you create in AcuityLogic to Microsoft Excel.

1. Open the Packages window. See To open the Packages window.
2. Search for the package that you want to export using the provided search criteria, if needed.
3. Click the Export link for the package that you want to export.

   AcuityLogic exports the package details to Microsoft Excel.