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Table of Contents

Overview

Purchase orders allow the user to create an order of frames. Once created you can then generate a PDF report to submit to your vendors/merchants.

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 Rx-Invenyory 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 Purchase Orders can be found in Rx-Hub → Roles → (Specific Role) → Rx-Inventory.

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Required Setup and Configurations

  • Ensure Rx-Inventory is Installed

  • Ensure correct permissions are configured

\uD83D\uDCD8Working with Frame Transfer - Instructions

Info

Important

The following modules/applications must be running for this feature to work:

  • Rx-Transfer (API service)

  • Rx-Inventory

  • Rx-PDF (If exporting in PDF format)

  • Rx-Hub

You need to have the appropriate user permissions to access this feature

Creating Purchase Orders

  1. 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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  1. Click on the Create button to create the order.

Adding frames to an order

Now that we’ve got an order created, we’re going to want to add items to the order so we can submit it to our vendors and manufacturers. We can do this easily by following the instructions below.

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  1. Enter the number of packages you would like to add. (This will calculate the total quantity based on the package size you provided when creating the order)

  2. Click on the Submit button

Releasing a Purchase Order

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:

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  1. Click the Export button at the bottom of the form

  2. You can now View/Download the document by clicking on the highlighted area in the image below.

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Receiving an Order

Now that we’ve submitted our order to the supplier, and received the shipment in our warehouse, it’s time to receive the items in to our inventory. We can do this easily by following the steps below:

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Info

When partially receiving a Purchase Order you will be prompted to select on the following options:

  • Back to Receive: returns you to the receiving menu to continue scanning items

  • Receive & Close: receives all scanned items and close the purchase order

  • Receive & Leave Open: receives all scanned item and leaves the order open for you to complete at a later time

  • Receive & Open new PO with remaining: receives the scanned items, closes the current purchase order and will automatically created a new purchase order with all remaining unreceived items

Purchase Order Column Definitions

Here you can find a brief description of the fields that can found on a Purchase Order

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