Creating Vendor Orders in AcuityLogic POS

To create vendor orders

  1. Open the Vendor Order window. See Opening the Vendor Order Window in AcuityLogic POS.
  2. Click Add Vendor Order.
  3. Select Frame or Accessory in the Item Type drop-down list.
  4. Select the shipping method for the vendor order in the Ship Via drop-down list.
  5. Select the vendor in the Vendor drop-down list.
  6. Enter a description for the vendor order in the Description field, if needed.
  7. Enter the order number from the vendor in the Vendor Order # field, if needed.
  8. Enter or select the scheduled delivery date in the Delivery Date field, if needed.
  9. Enter notes for the vendor order in the Notes field, if needed.
  10. Click the OK icon () to create the vendor order.
  11. Click Add Detail to add items to the vendor order.
  12. Add items to the vendor order using one of the following methods:
    • Click the Lookup icon and use the search criteria on the Stock Item Search window to select an item.

      AcuityLogic populates the details for the selected item.

    • Click inside the UPC Code field and scan the bar code or enter the UPC code for an item you have in stock.

      AcuityLogic populates the details for the scanned item.

  13. Enter the item quantity in the Quantity field.
  14. Enter a reference number in the Reference # field, if needed.
  15. Click the OK icon () to add the item to the vendor order.
  16. Repeat steps 11–15 for each item you want to add to the vendor order.
  17. Do one of the following:
    • To print the document, click the Print icon and click OK in the dialog box the opens to update the status to Printed.

      The document opens in PDF format.

    • To export the document in CSV format, click the Export icon and click OK in the dialog box the opens to update the status to Printed.

      The document is exported in CSV format to your default download folder. You can open the document in Excel, where the headers and data are displayed in tabular, not CSV, format.

    • You can edit or delete a vendor order before you print or export it. Click the Edit icon to edit the vendor order, or click the Delete icon to delete the vendor order.
    • You can cancel vendor orders that have a status of Printed. Click the Cancel Order icon and click OK in the dialog box that opens to cancel the order. AcuityLogic changes the status to Canceled. Click the ReOpen Order icon and click OK in the dialog box that opens to reopen the order. AcuityLogic changes the status to Re Opened.

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