Setting Up Packages for Individual Companies

For multitenant environments, administrators with access to AcuityLogic Admin for the parent company can complete the setup for packages for all companies. After the initial setup is complete, packages created for all companies can be assigned to offices in individual companies. If necessary, the following procedures can be used to set up packages for individual companies.

Administrators of the parent company can create and modify packages for all companies from the Product menu. See Creating and Modifying Packages.

This section explains how to set up packages for individual companies.

Topics include the following:

  1. In AcuityLogic Admin, click Company and select Product Mapping.
  2. In the Products window, click the Packages link for a company.
  3. In the Packages window, click Create New.
    Ensure that the company you want to create the package for is selected in the Company drop-down list before you click Create New.
  4. In the Packages window, enter a description for the package in the Description field.
  5. (Optional) Enter a number in the Age Limit field.
  6. Select the Combine On Invoice check box if you do not want the receipt for the package to list items in the package individually.
  7. Enter a description that you want to appear on the receipt in the Receipt Description field.

    The field is automatically completed after you type text in the Description field. You can edit this field if you want a different description.

  8. Select one of the following options in the Package Type drop-down list.
    • Select Single Package if you want the package to appear in AcuityLogic POS when an order includes the package items.
    • Select Partial Package if you want the package to appear in AcuityLogic POS only if assigned to a multiple pair package.
    • Select Multiple Package if you want the package to be part of a multiple order package.
  9. Select the Combinable With Insurance check box if you want to allow the package to be combined with insurance
  10. Select the Active check box if you want to make the package active.
  11. Select the Lens Bundle check box if you want the package to be identified as a lens bundle that appears as a Lens Package in AcuityLogic POS.
  12. Select the Extras Only check box if you want to create a package that only includes extras.
  13. Select an existing package in the Copy From Schedule drop-down list if you want to copy the items from an existing package to the new package.
  14. Select an item type in the Package Category drop-down list.
    If you want to add a frame to a lens bundle, add the Frame Retail Less than or Equal to package category.
  15. Select an item in the Value drop-down list.
    The Value drop-down list only includes items you have mapped.
  16. Enter an item quantity in the Units field if you selected Contact Lens in the Package Category drop-down list.
  17. Select the Is Default check box if you want to make the item the default item for the selected item type for the package.
  18. Select one of the following options in the Package Discount Type drop-down list.
    • Select Charge Amount if you want the package price of the item to be different from the item’s list price.
    • Select Discount Amount if you want to apply a discount to the item’s list price.
    • Select No Discount if you want to use the item’s list price for the package.
  19. Do one of the following in the Amount field.
    • If you selected Charge Amount in the Package Discount Type drop-down list, enter the package price of the item.
    • If you selected Discount Amount in the Package Discount Type drop-down list, enter the amount you want to discount the item from its list price.
  20. Click Add to add the item to the package.
    After you add an item, click Edit to change the item details or click Remove to remove the item from the package.
  21. Repeat these steps for each additional item you want to add to the package.
  22. Click Save after you add all items to save the package.
  1. In AcuityLogic Admin, click Company and select Product Mapping.
  2. In the Products window, click the Packages link for a company.
  3. In the Packages window, search for the package that you want to assign using the provided search criteria.
    Ensure that the company that you want to assign the package to is selected in the Company drop-down list.
  4. Click the Assign Offices link for the package that you want to assign.
  5. In the Package Offices window, click Assign Office and select the office that you want to assign the package to in the Office Number drop-down list.
    To assign the package to all offices, click Assign all Officesand click OK in the confirmation message window.
  6. Click the Insert link to assign the package to the selected office.
  7. Click Return to close the Packages Offices window.
  1. In AcuityLogic Admin, click Company and select Product Mapping.
  2. In the Products window, click the Packages link for a company.
  3. In the Packages window, search for the package that you want to assign using the provided search criteria.
    Ensure that the company that you want to export package details for to is selected in the Company drop-down list.
  4. Click the Export link for the package that you want to export.

    The package details are exported to Microsoft Excel.

Related Topics