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Important Rx-Universe 7.56.00 and Rx-Xplore 1.4.0 are required to use all the features/funtions of this workstation. |
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Limitations and Other Business Rules
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Overview
Frame transfers are a feature-packed way for you to transfer a frame (or collection of frames) between your warehouses and customers.
Transfers can be sent from:
Warehouse to Warehouse
Customer to Warehouse
Warehouse to Customer
Transfer documents can be created based on a pre-existing Purchase Order.
Documents can be exported in both CSV and PDF formats.
Permissions
Rx-Suite provides you with an exceptional level of control over user permissions. With our platform, you can easily grant users full or read-only access to specific features within the Inventory module. Moreover, we offer the flexibility to create custom roles with pre-defined permissions, allowing you to assign appropriate access rights to different users efficiently.
The relevant permissions for the Frame Transfer feature can be set up in Rx-Hub → Roles → (Specific Role) → Rx-Inventory.
In Rx-Hub, edit the role of the user you want to grant access to. You can choose the access level of the existing Frame Transfer-related operations that you want to grant to the user. The current options are:
Frame Transfer Directory - This controls the user’s access to the directory/folder related to frame transfer
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Frame Transfer - This controls the user’s access to the create/read/update/delete operations
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Frame Transfer Lines - This controls the user’s access to the frame transfer report target (accessed via Rx-Reports)
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Note that you might need to grant access to other functionalities in the Rx-Inventory to the role in order for them to perform the frame transfer operations (e.g. They will need at least a Read access to Frame Warehouse record to create a frame transfer). Learn more about setting up roles.
How to create a Transfer
Navigate to the Frame Transfer section of Frame Inventory, then click the Transfers navigation menu.
This page displays all incoming/outgoing transfer documents that affect your current warehouse.
Click the Create button on the top of the page
A Menu should now be displayed, select a Transfer Type, an Origin, and a Destination.
Click Submit
Now your new Transfer Document is opened up on the screen!
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