Creating and Modifying Pricing Options

You can create pricing options for different types of customers (such as union members, nonunion members, and retirees).

For multitenant environments, the following setup can be completed only by administrators of the parent company. The pricing options created can be assigned to offices in the parent company using the following procedure or to offices in all companies from the product mapping window. Pricing options can also be created and assigned to offices in individual companies from the product mapping window. See Setting Up Pricing Options for Individual Companies.

To create and modify pricing options

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

    Pricing Option Name

    Name of the pricing option (for example, Multiple Order Discount).

    X

    State Date

    Date when the pricing option is effective.

    X

    Termination Date

    Date when the pricing option can no longer be used.

     

    Active

    If selected, the pricing option is available in AcuityLogic POS.

     

  4. Click Save & Return.

    The pricing option appears in the list of options.

  5. Add schedules (or “rules”) for the items that you want to include as part of the pricing option:
    1. On the row of the pricing option, click the Add Schedule link.
    2. From the Item Type drop-down list, select the item you want to include. To add all items to the pricing option, select All Items, and skip to step g.
    3. Click Add.
    4. Complete the fields.

      These fields relate to the item you selected in step b.

      Field NameDescriptionRequired

      Item Group

      The group to which the item belongs.

       

      Item Name

      The name of the item.

       

      Min Amount

      The minimum price allowed for the frame.

      This field appears only when you select Frames from the Item Type drop-down list.

       

      Max Amount

      The maximum price allowed for the frame.

      This field appears only when you select Frames from the Item Type drop-down list.

       

      Base Lens

      The base lens for the item type you selected.

       

      Method

      The method to use for the pricing option.

      Depending on what you select, the Attributes table at the bottom of the window is populated accordingly.

      Select attributes related to the method. (For example, if the method is Discount Item, select the type of discount and other related information.)

      X

    5. Click Save.
    6. Add more items as needed.
    7. Click Save & Return.

      The first schedule you create is called Default Version. Subsequent schedules are called Version 1, Version 2, and so on.

  6. On the Pricing Option window, assign the schedules you created to your offices:
    1. On the row of the pricing option, click the right angle bracket (>) on the left side of the table.
    2. On the schedule, click the Assign Offices link.
    3. To add one office, click Add Office, select the office, and click Insert.
    4. To add all offices, click Add All Office.
    5. To delete one office, click Delete on the office’s row.
    6. To delete all offices, click Remove All Office.
    7. Click Done.
    Pricing options can be assigned to offices in the parent company only from the Pricing Option window. To assign pricing options to offices in individual companies, go to the product mapping window. See Setting Up Pricing Options for Individual Companies

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