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Ensure Rx-Inventory is Installed
Ensure correct permissions are configured
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\uD83D\uDCD8 Working with Frame Transfer - 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 |
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Creating Purchase Orders
From the Rx-Inventory dashboard, go to the side navigation menu on the left and select the Purchase Order option, then the Order option).
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To create a new Purchase Order, click on the Create button located on at the top of page. This will open the creation dialog menu.
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Click on the Add Line button located on the top right of the grid.
From this menu, you can search up frames using UPC or utilizing the Find Item button to search your inventory
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Enter the quantity number of packages you would like to add. (This is will calculate the total quantity based on the package size you provided when creating the order)
Click on the Submit button
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Now that we’ve got our order setup, and Items added to it. It’s time to release the Purchase Order to our suppliers. We can do this by following the steps below:
`1 1. Click the Release button next to the Purchase Order you desire to release.
Select the format If you want to generate a document that you can share with your vendors, select the file type that you wish to export (CSV or PDF) , and select the format to export your purchase data to.
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Note - To generate a PDF export the Rx-PDF module must be installed and running. |
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