Setting Up Frames for Individual Companies
For multitenant environments, administrators with access to AcuityLogic Admin for the parent company can complete the setup for frames for all companies. After the initial setup is complete, frames can be set up or updated for individual companies using the following procedures.
The section explains how to set up frames for individual companies.
Topics include the following:
- In AcuityLogic Admin, click Company and select Product Mapping.
- In the Products window, click the Frames link for a company.
- In the Frames Mapping window, search for a frame collection by selecting a collection or enter the collection name in the Collection drop-down list and click Find.If you know the UPC or item number for the frame you want to map, click Map by UPC, search for the frame in the window that opens, and proceed to Step 9.
- Select the Include check box for the frame collection that you want to map.Deselect the Include check box for a frame collection if you no longer want to make it available in AcuityLogic POS.
- (Optional) Update the vendor for the frame collection in the Default Vendor drop-down list.
- Click the Styles link for the frame collection that you want to map.
- In the Frame Styles window, search for a frame style by selecting a style or enter the style name in the Style drop-down list and click Find.
- Click the Map Items link for the style that you want to map.
- In the Items Mapping window, select the Include check box for the frame that you want to map.
- Select the check box in the Include column header to map all frames on the current page or click Include All to map all frames on all pages for the frame style.
- Deselect the Include check box for a frame if you no longer want to make it available in AcuityLogic POS.
- (Optional) Update the name of the frame in the Company Item Name field. The name in this field appears on receipts for this frame.
- Select or update the status of the frame in the Item Status drop-down list.
- (Optional) Update the default cost in the Default Cost field. The default cost is your cost for the frame and can be used as the starting frame price for bulk pricing. The default cost is reported on the cost of goods sold reports.To set the same cost for all Frames in the Items Mapping window, click Set Cost, enter the cost in the Cost field, and click Save.
- Select the Allow Zero Price check box if you want to allow the frame to be sold without a price.
- Click the Pricing link for the item that you want to price.To set the same price for all frames in the Items Mapping window, click Set Default Price, enter the price in the Default Price field, and click Save. The price is entered only for the default price list.
- In the Pricing window, enter the price for the frames.
If you have more than one price list, more than one row of prices is displayed.
- Click Save to save the pricing or click Save & Return to save the pricing and close the Pricing window.
- (Optional) Click the Item Fields link next to an item to update the frame details.
- In the Item Fields window, update the frame information as necessary:
- Status Change Date — The date the frame item's status was last changed.
- Price Change Date — The date the frame item's price was last changed.
- Date Added — The date the frame was added to AcuityLogic. This date is automatically populated for the parent company in the Item Fields section of the Frame Edit window. Individual companies can enter a different date in this window.
- Section Number — The location of the frame in the distribution center. The section number appears in the stock pick list generated for stock orders in AcuityLogic DC. It also appears in the DC Frame Replenishment Report (INV113).
- Supply Source — Select one of these sources:
- DC: When you sell a frame, a replenishment is created and added to the pick list for the distribution center from which you get the frame.
- DC if Available: If the distribution center has one or more frames on hand, the frame is added to the distribution center's pick list. If the distribution center has none on hand, the frame is added to a vendor pick list.
- Vendor: If you do not have the frame in your office, the distribution center orders it from the vendor.
- Click Save to close the Item Fields window.
- Click Save to close the Items Mapping window.
You can use change markup to set the price for the mapped frames in a collection with a wholesale price. When you use change markup, AcuityLogic calculates the price for mapped frames in a collection by multiplying the markup by the frame’s wholesale price. You can check if a frame style in a collection has a wholesale price from the Frame Style window. Click the Style ID link for the frame style in the Frame Styles window to see its wholesale price.
- In AcuityLogic Admin, click Company and select Product Mapping.
- In the Products window, click the Frames link for a company.
- In the Frames Mapping window, search for a frame collection by selecting a collection or enter the collection name in the Collection drop-down list and click Find.
- Click the Change Markup link for the collection.The Change Markup link is only available if you select the Include check box for a collection.
- In the Change Markup window. enter a new markup in the Change Markup field and click Recalculate.You can configure the rounding applied to frame prices by updating the Frame Markup Rounding Option drop-down list in the Inventory Fields menu of the Company Information window. See Setting Up Company Information.
- Click OK in the message window that opens to update the price for all mapped frames within the selected collection.
You can use bulk pricing to set the price for all mapped frames in one or more collections.
- In AcuityLogic Admin, click Company and select Product Mapping.
- In the Products window, click the Frames link for a company.
- In the Frames Mapping window, click Bulk Pricing.
- In the Company Pricing window, select the frame collections that you want to update pricing for in the Collections drop-down list.All collections are selected by default. If you want to select individual collections, deselect All in the Collections drop-down list and select the check boxes for the collections that you want to price using bulk pricing.
- (Optional) Select the frame category that you want to update pricing for in the Category drop-down list.
- Select one of the following options for the starting frame price in the From drop-down list:
- Select the price list to use the current price set for each frame for that price list.
- Select Wholesale Cost to use the wholesale price displayed in the Frame Styles window for each style. Click the Style ID link for a frame style to open the Frame Styles window.
- Select Default Cost to use the price in the Default Cost field for each frame.
- Select the price list that you want to update in the To drop-down list.
- Select the Percentage or Multiplier radio button for the markup type if you want to increase the price by a percentage or a multiplier.
- Enter a percentage or multiplier in the applicable Markup Value field, if needed.
- Select the Up or Down radio button if you want to increase or decrease the price by a fixed amount.
- Enter the fixed amount that you want to increase or decrease the price by in the applicable Markup Value field, if needed.
- Enter a markup amount in ‘0.00’ format in the Round Up To field if you want the price of all mapped lenses to end in a specific amount.
For Example, if the wholesale cost of a frame is $24.36, and you base your retail price on 5x the markup (5 x 24.36 = 121.80), you would enter the following markup amounts.
Enter Markup For New Frame Price 0.99 121.99 9.99 129.99 9.95 129.95 0.00 130.00 - Click Calculate to view the details of the price changes.
- Click Save to update prices or click Cancel to exit with updating prices.
- Click OK in the message window that opens to confirm the changes.