Setting Up Other Product Items for Individual Companies

For multitenant environments, administrators with access to AcuityLogic Admin for the parent company can complete the setup for product items such as accessories, exams, plans, gift certificates, repairs, shipping costs, and miscellaneous fees for all companies. After the initial setup is complete, product items can be set up or updated and vendors can be added for individual companies using the following procedures.

Administrators for the parent company can create and modify product items for all companies from the Product menu. See Creating and Modifying Other Product Items.

This section explains how to set up other product items for individual companies.

Topics include the following:

In AcuityLogic Admin, you can map and price the other items that you want to offer. The other items include accessories, exam fees, warranty plans, gift certificates, repair costs, shipping fees, and miscellaneous fees. Repeat the process below for all the item types that you want to map and price.

  1. In AcuityLogic Admin, click Company and select Product Mapping.
  2. In the Products window, click the Other link for a company.
  3. In the Other Items Mapping window, select the type of item that you want to map and price in the Item Type drop-down list.

    All the available items for the selected item type display.

  4. (Optional) Enter all or part of the item name in the Item Name field and click Find to filter the search results.
  5. Select the Include check box for the item that you want to map and price.
    Deselect the Include check box for an item if you no longer want to make it available in AcuityLogic POS.
  6. (Optional) Update the name of the item in the Company Item Name field.
  7. (Optional) Update the item group in the Item Group drop-down list.
  8. (Optional) Update the company cost for the item in the Cost field.
  9. Select the Allow Zero Price check box if you want to allow the item to be sold without a price.

  10. If the item is an accessory and your office is using the Tax Calculator, select the Tax at Ophthalmic Rate check box to tax the accessory at the ophthalmic (lens base) tax rate.

    You must also configure the tax authorities that will tax accessories at the lens base tax rate in the Tax Calculator. See Setting Up Company Tax Rates.
  11. If the item is an exam, select the Update Last Exam Date check box to update the Last Exam date on a patient's profile in AcuityLogic POS when the exam is invoiced for the patient.
  12. In AcuityLogic Admin, click Company and select Types/Reference.

    The Types/Reference window opens.

  13. Click the Pricing link.
    To set the same price for all items in the 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.
  14. In the Pricing window, enter the price for the item in the Price field and click Save.
  15. Click Save to save your changes or click Save & Return to save your changes and close the Pricing window.
  16. Click Save to close the Other Items Mapping window.
  1. In AcuityLogic Admin, click Company and select Product Mapping.
  2. In the Products window, click the Other link for a company.
  3. In the Other Items Mapping window, select Accessory in the Item Type drop-down list.

    All the available accessories display.

  4. Click the Vendors link for an accessory.
    You must select the Include check box before the Vendors link is available for an accessory.
  5. In the Vendor Item Cost window, click Add Vendor.
  6. Select a vendor from the Vendor drop-down list and click the Insert link.
    You must map vendors before they are available in the Vendor drop-down list.
  7. Enter the cost that the vendor charges for the item.
  8. Click Return to close the Vendor Item Cost window.

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