Setting Up Replenishment Rules

Replenishment rules control how AcuityLogic POS processes lab orders and when to automatically generate replenishment orders for frames.

If you set up replenishment rules for frames, AcuityLogic checks each eyeglass order in AcuityLogic POS to see if the frame status and item status conform to any of the replenishment rules you set up in AcuityLogic Admin. If the frames match a rule, AcuityLogic applies the rule, which determines whether the lab order can be processed and whether a replenishment order should be generated.

If you do not set up replenishment rules, AcuityLogic allows all lab orders but does not automatically generate replenishment orders.

When creating a replenishment rule, you may want to include a message that is displayed in AcuityLogic POS when a staff member creates an order that meets the criteria of the replenishment rule. You are not required to include a message, but a staff member may find a message useful if an order is not allowed or if an automatic replenishment order will not be created for the item.

At this time, you can control only automatic replenishment orders for frames. The replenishment rules for frames are based on frame status and item status.

The following table lists example replenishment rules for frames:

Frame Status Item Status Example Message Allow Order? Allow Replenish?

Store Enclosed

Keep

Don’t forget to send the frame to the lab.

Yes

Yes

Provided by

Keep

The frame must be enclosed from your inventory.

No

No

Provided by

Active

N/A (no message needed).

Yes

No

Provided by

Back Order

The frame is on back order. Update the Frame Status and enclose the Frame.

Yes

No

Lab to Supply

Recall

The frame has been recalled and cannot be sold.

No

No

To add and modify replenishment rules

  1. Open the Business Rules window. See Opening the Business Rules Window.
  2. Click the Replenishment link for your company.

    The Item Order Replenish Rules window opens.

  3. Do one of the following:
    • To add a replenishment rule, click Add Replenish Rule. A row is added to the Item Order Replenish Rules table.

    • To modify an existing replenishment rule, click the Edit link in the row of the replenish rule you want to edit. The row becomes editable.

  4. Enter or change values in the following fields of the new or existing row:
    • Select Frames from the Item Type drop-down list. AcuityLogic currently does not support replenishment rules for accessories.
    • If you selected frames as the item type, select a frame status from the Frame Status drop-down list.
    • Type a message in the Message field if necessary.
      Special characters such as quotation marks are not currently supported in messages. Messages that include special characters do not appear in AcuityLogic POS.
    • To allow lab orders, select the Allow Order check box.
    • To automatically generate replenishment orders, select the Allow Replenishment check box.
  5. Do one of the following:
    • To add a new replenishment rule, click Insert.

    • To update a replenishment rule, click Update.

Related Topics