Creating a Plan

You can create plans (such as warranties) that appear in AcuityLogic POS.

For multitenant environments, the following setup can be performed only by administrators of the parent company. Setup and updates for individual companies can be performed after the initial setup is completed. See Setting Up Other Product Items for Individual Companies.

To create a plan

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

    Item Name

    The item name.

    X

    Item Number

    The item number.

    X

    Item Type

    The type of item. Plans automatically appears.

     

    UPC Code

    This field has no functionality for plans.

     

    Item Status

    The status of the frame.

    This field is used in reports.

     

    Financial Group

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

     

    Default Cost

    This field is not usually used for plans, but if your office incurs a cost, type a cost.

     

    Active

    If selected, the plan is available in AcuityLogic POS.

     

    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 frame belongs. You can use this field for purposes such as tracking, mapping, KPIs, commissions, and insurance.

     

    Section Number

    This field has no functionality for plans.

     

  5. To map the item to all your companies automatically, select the Auto Map to all Companies check box.
    This option is available only when you create items. If you do not select the option when you create an item or if you must update an item, map the item to individual companies from the product mapping window. See Setting Up Other Product Items for Individual Companies.
  6. Click Save.
  7. Use the Map Partners link to add partner codes as necessary.

    See Adding Partner Codes for Other Items.

  8. Use the Pricing link to add pricing as necessary.

    See Adding and Changing Pricing for Other Items.

Related Topics