Creating an Accessory

Accessories are items you sell in addition to frames, lenses, and contact lenses. They might be products such as lens cleaner, cloths, or eyeglass cases.

To create an accessory

  1. In AcuityLogic Admin, click Product and select Other Items.
  2. From the Item Type drop-down list, select Accessory.
  3. Click Create New.
  4. Complete the following fields:
    Field NameDescriptionRequired

    Item Name

    The item name.

    X

    Item Number

    The item number. This is usually a shortened version of the Item Name

    X

    Item Type

    The type of item. Accessory automatically appears.

     

    UPC Code

    The UPC code for the item.

     

    Item Status

    The status of the item.

    This field is used in reports.

     

    Tax at Ophthalmic Rate

    If selected, the item is taxed at the ophthalmic (lens base) tax rate.

    Note: This check box is used only if you are set up to use the Tax Calculator. You must also configure the tax authorities that will tax accessories at the lens base tax rate in the Tax Calculator. See Setting Up Company Tax Rates.

     

    Financial Group

    The financial group assigned to the item. See Maintaining Financial Groups.

     

    Default Cost

    The price that you paid for the item.

     

    Average Cost

    The average cost of the item for your company. The average cost is also displayed in the Inventory Lookup window in AcuityLogic DC. See Reviewing Inventory Transactions in AcuityLogic DC.

    Note: This field appears only if your company uses the average cost by company inventory valuation method. The inventory valuation method is set up in the Company Information window. See Setting Up Company Information.

     

    Show Office Detail

    Link that enables you to see the inventory and cost details for the item at all office locations. This information is also displayed in the Inventory Lookup window in AcuityLogic DC. See Reviewing Inventory Transactions in AcuityLogic DC.

     

    Active

    If selected, the item is active in inventory.

     

    Allow Zero Price

    If selected, users can invoice the item with no price or change the price to $0.00 when working on a customer sale.

     

    Item Group

    The group to which the item belongs. You can use this field for purposes such as tracking, mapping, KPIs, commissions, and insurance.

     

    Section Number

    The location of the item in the distribution center.

     

  5. Click Save.
  6. To add a vendor for the accessory:
    1. From the grid of accessories, click the Vendors link for the accessory.
    2. Click Add Vendor.
    3. Under the Vendor column, select a vendor from the drop-down list.

      To add a new vendor, see Adding and Modifying Vendors.

    4. Enter the cost that the vendor charges you for the item.
    5. Click Insert.
    6. Click Return.
  7. Use the Pricing link to add pricing as necessary. See Adding and Changing Pricing for Other Items.
    Although the Accessory item type has a Map Partners link for each item, this functionality is not used.

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