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Limitations and Other Business Rules
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Overview
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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
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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.
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Required Setup and Configuration
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Frame Transfer Directory Set up - AcuityLogic Workflow
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Print Sticker Template (on individual frame):
The template that will be used when printing stickers for the specific frame item. If you want to use the default sticker template, leave this field blank.
Go to SKUs → Select the frame item to edit it.
Under the Categories section, look for the Print Sticker Template.
Enter the description of the Additional Document that you set up in Rx-Universe that you want to use for the frame.
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Working with Frame Transfer
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\uD83D\uDCD8Â Instructions
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Important: The following modules/applications must be running for this feature to work:
You need to have the appropriate user permissions to access this feature |
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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Managing Frames in a Transfer
Adding, removing, and modifying frames in a transfer is an important step to managing our transfer document. Listed below are the various methods and steps to you can manage frames inside a transfer.
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