Setting Up Productivity Rules

Productivity rules determine which transactions are included in productivity calculations. AcuityLogic offers a selection of productivity rules, and you can set up additional productivity rules based on item type, frame collection, and other criteria. You can also set up exception rules and carrier rules to make sure that certain transactions are not included in productivity calculations.

This section explains how to set up productivity rules.

For multitenant environments, the following setup must be completed for each company. The parent company setup is not automatically applied to individual companies.

Topics include the following:

  1. Open the Business Rules window. See Opening the Business Rules Window.
  2. Click the Productivity link for your company.

    The Productivity window opens.

  3. To search for a productivity category, select an active status from the Active drop-down list, type the category description in the Description field, and click Find.

    All productivity categories that meet your search criteria are displayed.

  1. Open the Productivity window. See To open the Productivity window and search for productivity categories.
  2. Do one of the following:
    • To add a productivity category, click Add Category. A row is added to the Productivity table.

    • To modify an existing productivity category, click the Edit link in the row of the productivity category you want to edit. The row becomes editable.

  3. Enter or change values in the following fields of the new or existing row:
    • Type a description of the productivity category in the Description field.
      Each productivity category description you create becomes an option you can choose from the Percent Category drop-down list for all other productivity categories.
    • Select one of the following calculation methods from the Calculation Method drop-down list:
      The calculation method you select determines which productivity category details you can add to the productivity category. See To set up productivity category details.
      • Item Type: The rule is based on the item type.
      • Frame Retail Range: The rule is based on the range of the retail price of frames.
      • Frame Selling Range: The rule is based on the range of the selling price of frames.
      • Frame Collection: The rule is based on the frame collection.
      • Item Group: The rule is based on the item group.
      • Package: The rule is based on the package.
      • Multiple: The rule is based on whether multiple items are sold.
      • EGOrders: The rule is based on eyeglass orders.
      • CL Orders: The rule is based on contact lens orders.
      • Average Sales: The rule is based on average sales.
      • ItemGroupRange: The rule is based on the range of the retail price for the item group.
      • FrameCollection Range: The rule is based on the range of the retail price for the frame collection.
      • KPI Special Types: The rule is based on sales of accessories, frames, lenses, or exams.
      • Eyeglass Lens: The rule is based on the sales of individual eyeglass lenses.
      • Total Category: The rule is based on the total category retail price.
    • To indicate that the productivity category is currently in use, select the Active check box.
    • Type a view order number in the View Order field.
    • Select the Show Transaction check box to display the productivity category in AcuityLogic POS or AcuityLogic BackOffice as a link.
      The link enables managers in AcuityLogic POS or AcuityLogic BackOffice to view an associate’s transactions that apply to the productivity category. The link also enables employees to view the transactions that apply to the productivity category.
    • Select a percent category from the Percent Category drop-down list.
  4. Click Save.

The calculation method you selected when setting up a productivity category determines which productivity category details are available. See To set up productivity categories.

  1. Open the Productivity window. See To open the Productivity window and search for productivity categories.
  2. Click the Setup link in the row of the productivity category to which you want to add details.

    The Setup window opens.

  3. Do one of the following:
    • Click Add Setup to add new details. A row is added to the table.

    • Click Edit to edit existing details. The row becomes editable.

  4. Follow these instructions, which are based on the calculation method you selected for the productivity category in To set up productivity categories:
    • Item Type: Select an item type from the Item Type drop-down list, and select an item from the Item drop-down list.
    • Frame Retail Range: Type the minimum retail price for eligible frames in the From Amount field, and type the maximum retail price for eligible frames in the To Amount field.
    • Frame Selling Range: Type the minimum selling price for eligible frames in the From Amount field, and type the maximum selling price for eligible frames in the To Amount field.
    • Frame Collection: Select the frame collection from the Frame Collection drop-down list.
    • Item Group: Select an item type from the Item Type drop-down list, and select an item from the Item drop-down list.
    • Package: Select a package from the Package drop-down list.
    • Multiple: Type the minimum price for eligible frames in the From Amount field, and type the maximum price for eligible frames in the To Amount field. Select the amount type from the AmountType drop-down list. Type the maximum number of days allowed between the sale of the first and second order in the Days field. Select the order type for the first and second orders in the First Pair Orders and Second Pair Orders fields, respectively.
    • EGOrders: Select an eyeglass order type from the EGOrderType drop-down list.
    • CL Orders: Select a contact lens order type from the CL Order Type drop-down list.
    • Average Sales: Select a sales category from the Sales Category drop-down list, and select a quantity category from the Quantity Category drop-down list.
    • ItemGroupRange: Select an item from the Item drop-down list.
    • FrameCollection Range: Select an item from the Item drop-down list.
    • KPI Special Types: Select a KPI special type (frame, accessory, lens, or exam only) from the KPI Special Type drop-down list.
    • Eyeglass Lens: Select an item from the Item drop-down list.
    • Total Category: Select a total category from the Total Category drop-down list.
  5. Click Save.

To exclude transactions from commission calculations based on insurance, discounts, or balances of zero, set up exception rules. Each exception rule is based on a specific criterion (insurance, discounts, or balances of zero) and excludes all transactions that meet the criterion from all productivity calculations. For example, if you set up an exception rule that excludes frames discounted by 50%, then all transactions with this discount are excluded from all productivity calculations.

To exclude transactions based on specific insurance carriers or plans from specific productivity categories, see To set up productivity carrier rules.

All productivity exceptions you create become available as inactive commission exceptions, and all commission exceptions you create also become available as inactive productivity exceptions. As described in the following instructions, select the Apply on Productivity check box to activate a productivity exception.
  1. Open the Productivity window. See To open the Productivity window and search for productivity categories.
  2. Click Setup Exceptions Rules.

    The Add Exceptions Rule window opens.

  3. Click the Setup link in the row of one of the following exception rules:
    • Exclude Insurance Carrier: All transactions that have a specific insurance carrier applied to them are excluded from productivity calculations.
    • Exclude Insurance Plans: All transactions that have a specific insurance plan applied to them are excluded from productivity calculations.
    • Exclude 0 Sale Transaction: All transactions with a sale amount of $0.00 (for example, if you apply a global discount of 100% to an order) are excluded from productivity calculations.
    • Exclude Discount Reason: All transactions with a specific discount applied to them are excluded from productivity calculations.
    • Exclude Line Item with 0 patient amount: All line items for which the patient pays a certain dollar amount or less are excluded from productivity calculations. The default dollar amount is $0.00.
    • Exclude line Discount Over %: All line items that are discounted by a certain percentage or higher are excluded from productivity calculations.
  4. From the Exceptions Setup window, click Add Exceptions or Edit and follow these instructions according to the exception rule selected in step 3:
    If you are setting up a Line Item with 0 patient amount or Line Discount Over % exception, you only have the option to click Edit.
    • Exclude Insurance Carrier: Select the insurance carrier to exclude from the Insurance Carrier drop-down list. All transactions with this insurance carrier applied to them are excluded from productivity calculations.
    • Exclude Insurance Plans: Select the insurance plan to exclude from the Insurance Plan drop-down list. All transactions with this insurance plan applied to them are excluded from productivity calculations.
    • Exclude 0 Sale Transaction: Type $0.00 in the Sale Amount field.
    • Exclude Discount Reason: Select a discount type from the Discount Type drop-down list. All transactions with this discount applied to them are excluded from productivity calculations.
    • Exclude Line Item with 0 patient amount: Type a dollar amount in the Patient Pay field. All line items for which the patient pays this amount or less are excluded from productivity calculations. The default dollar amount is $0.00.
    • Exclude line Discount Over %: Type a percentage in the Discount Over field. All line items that are discounted by this percentage or higher are excluded from productivity calculations.
  5. To activate the productivity exception, select the Apply on Productivity check box.
  6. Click Save.
  7. Click Return to close the window.

You can exclude specific insurance carriers or plans from specific productivity categories by creating carrier rules. Carrier rules exclude transactions from only specific categories, whereas other exception rules exclude transactions from all productivity categories.

All productivity carrier rules you create become available as commission carrier rules, and all commission carrier rules you create become available as productivity carrier rules. The new carrier rule has the opposite Include/Exclude status of the original carrier rule.
  1. Open the Productivity window. See To open the Productivity window and search for productivity categories.
  2. Click Setup Exceptions Rules.
  3. Click Add Carrier Rules.
  4. Do one of the following:
    • To add a new rule, click Add Carrier Rules. A row is added to the table.
    • To edit an existing rule, click Edit in the row of the rule you want to edit. The row becomes editable.
  5. Enter or change values in the following fields of the new or existing row:
    1. Select the productivity category to which you want to apply the exception rule from the Category drop-down list.
    2. Select an insurance carrier from the Carrier drop-down list.
    3. To make the rule plan-specific, select an insurance plan from the Plan drop-down list; otherwise, go to step 6.
    4. Select one of the following radio buttons.
      • Include: The insurance carrier or plan you selected is included in calculations for the category you selected in step a.
      • Exclude: The insurance carrier or plan you selected is not included in calculations for the category you selected in step a.
  6. Click Save.

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