Setting Up Price Lists

Price lists enable you to set up different price zones so that you can sell an item in different locations, or under specific circumstances, for different prices. You can create a price list and link it to an item type and a list type, as well as how to make a price list the default price list for its item type/list type combination.

Each price list falls under the category of one of the following list types:

  • Default Retail: The usual retail price for item types. (The Default Retail list type should not be confused with the Default check box. The Default check box is used to designate which price list is the default price list for its list type.)
  • Special Retail: The Special Retail option is currently undergoing development and does not offer any functionality at this time. Select this option to allow a user in AcuityLogic POS to “call in” a special price (for example, if your office sells a program that gives the patient special pricing on contact lenses).
  • Transfer Wholesale: The Transfer Wholesale option is currently not used in AcuityLogic Cloud.

This section explains how to set up price lists at the company level. To make price lists usable, you need to complete the following steps:

  1. Assign a price to each price list for each product in the Products module.
  2. Assign price lists to each office. See Assigning Price Lists to Offices.

    The price for each product in an office corresponds to the price set up for the product’s price list.

This section explains how to set up company price lists.

Topics include the following:

  1. Open the Company Information window. See Open the Company Information Window.
  2. Click the Price List link.

    The Company Price List window opens.

You cannot delete a price list after creating it, but you can modify its name.
  1. Open the Company Price List window. See To open the Company Pricelist window.
  2. To view a specific item type and list type, select options from the Item Type and List Type drop-down lists.
  3. Click Add Price List.

    A row of blank Company Price List fields are displayed.

  4. Type a price list name in the Price List field.
  5. Select an item type from the Item Type drop-down list.
  6. Select a list type from the List Type drop-down list.
  7. Select the Default check box to set the price list as the default for the selected list type.

    The default price list is automatically assigned to each office. You can only assign one default price list for each item type/list type combination.

  8. Click Insert.

    The price lists populate the following two areas in AcuityLogic Admin:

    • The Pricing window for each product
    • The Office Pricing window for each office
You cannot delete a price list after creating it, but you can modify its name.
  1. Open the Company Price List window. See To open the Company Pricelist window.
  2. To view a specific item type and list type, select options from the Item Type and List Type drop-down lists.
  3. Click the Edit link next to the price list you want to edit.
  4. Type a new price list in the Price List field, if needed.
  5. Click Update.

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