Creating and Modifying Packages

You can create packages to bundle items such as eyeglass lenses, coating, tinting, and plans into one item that a POS user can order for a customer.

To create and modify packages

1. In AcuityLogic Admin, click Product and select Packages.
2. Click Create New.
3. Complete the following fields:

   Field Name	Description	Required
   Package Related Fields
   Description	Description of the package. This description appears in the drop-down list for the item in AcuityLogic POS.	X
   Receipt Description	Description that appears on the receipt. The field is automatically completed after you enter text in the Description field. You can edit this field if you want a different description.
   Active	If selected, the vendor is made active in AcuityLogic POS.
   Copy From Schedule	When a previously created package is selected from the drop-down list, the fields in the window are automatically completed. Then, you can make the necessary changes for the new package you are creating, making your data entry more efficient.
   Age Limit	The age limit for whom the package can be purchased. For example, if the package is for children, you might set a limit of 12.
   Package Type	The type of package, which refers to the number of eyeglasses that are part of the package. The options are SinglePackage PartialPackage MultiplePackage (More than one pair of glasses can be part of the package.)
   Lens Bundle	If selected, creates a package that bundles eyeglass lenses with options such as polycarbonate. In the Package Items section, you must add all of the items that qualify for the bundle.
   Combine On Invoice	If selected, the package appears as one price on the invoice instead of each item’s price being listed. This option is used in conjunction with the Accumulate option for Package Display Type when setting up your company. See To record company information.
   Combinable With Insurance	If selected, enables customers to use their insurance to purchase the package.
   Extras Only	If selected, only extras (such as tint or coating) are included in the package.

4. Under the Package Items section, select the items to include in the package:
   1. Complete the following fields:

      Field Name	Description	Required
      Package Items
      Package Category	The category to which the item you want to add belongs (for example, Cost, Contact Lens, and so on). When you select the package category, the relevant fields are displayed. To add a frame to a lens bundle, add the Frame Retail Less than or Equal to package category.
      Value	The item that you want to include in the package. Select an option from the drop-down list. If you select one of the following options from the Package Category field, enter the retail value of the item: Frame Discount/Allowance Upto Frame Retail Equal To Frame Retail Less Than or Equal To If you select Any Lens or Any Tint from the Package Category field, the Value field does not appear.
      Units	The number of units to include in the package. This option appears only when you select Contact Lens from the Package Category field.
      Is Default	If selected, this package is the default package that appears in AcuityLogic POS.
      Package Discount Type	The type of discount this package gives. The options are: Charge Amount: The amount you charge goes toward the item you selected (for example, you might enter $50 in the Amount field to charge $50 for the item). Discount Amount: The amount to discount from the retail price (for example, you might enter $50 in the Amount field). No Discount: This item does not have a discount. You might select this when you are creating lens bundles as a package simply to make it easier for the AcuityLogic POS user to select the order with fewer clicks. The option you select affects your general ledger.
      Amount	The amount to charge or discount. The price you enter depends on the selection you make in the Package Discount Type field.

   2. Click Add.
   3. Add additional items to the package if necessary.
   4. To edit an item, click the Edit link for the item.
   5. To remove an item from the package, click the Remove link for the item.
5. Click Save.

   The package appears in the list on the Packages window.

6. To export the package information to an Excel spreadsheet for further review, click the Export link for the package.
7. To assign offices to sell a package, click the Assign Offices link for the package, and click the appropriate link:
   • Assign Office: Opens a drop-down list so that you can select an individual office. Click Insert to add the office.
   • Assign All Offices
   • Remove All Offices
   Packages can be assigned to offices in the parent company only from the Package window. To assign packages to offices in individual companies, go to the product mapping window. See Setting Up Packages for Individual Companies.

Related Topics

• Setting Up Products
• AcuityLogic Admin