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To import your inventory data into the Rx-Inventory platform, follow these steps:
Basic Importing Instructions
Navigate to the Manage Inventory → Import section.
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You can proceed to Submit the import or go Back and modify it.
Once the import is complete, you will see an overview of the successful and failed imports, a count of new versus updated records, and details of the failed imports. You will also have the option to export an Error Report CSV document and a Raw Data CSV of the imported records.
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Additional Importing Functionalities
Importing VisionStar Records
There is a flag that allows users during import to indicate if frame inventory information is from VisionStar. If the flag is checked, Rx-Inventory will automatically insert the trace name associated with the record using the Eye, DBL, Manufacturer, and Frame Name.
Adding Full-File Values
You can add columns in your import that will have constant values for all records in your import file. You can set this by selecting the Add Field button on the Full-File Values section to display the fields for column selection and the value. For columns with string values, the ex, otherwise, you can create the value you want for the column. You can also add multiple full-value fields in one import transaction.
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Updating Existing Items
You can update the existing records on your Rx-Inventory database using the import functionality. Rx-Inventory will use either UPC or the frame identifier fields (name, brand, collection, mode, manufacturer, edge type, material, gender, color, eye, bridge, temple, and part type) to check if the frame record already exists. If the record exists, Rx-Inventory will update it with values from the import file, otherwise, it will create a new inventory record. Note that only the fields that are included in the import file will be modified.
To update existing records on import, on the Map Columns → Import Options section, tick on the Update existing items flag and proceed on the next import steps as is.
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Importing Parts/Miscellaneous Items
By default, Rx-Inventory imports a record as a Whole frame item, if you want to also include frame parts or miscellaneous items, you have to check the “Import file contains parts/miscellaneous items” flag. This will make “Part Type” a required column. Note that you will need to follow the valid values for part type (misc, front, whole, temple, bridge, side_shield, clip). Also, ensure that there are no blank values for part type in any of the records.
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UI Options
Show Matched Flag
When On - shows all the columns (matched and unmatched)
When Off - shows the unmatched columns only
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Allow replacing used fields Flag
When On - on the column card, all columns will be available as options in the Import As field. If the field is already matched, it will show as Allocated
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When Off - on the column card, only columns that are unmatched/unallocated will be available options in the Import As field
Field Specifications
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Field Name
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Definition
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Data Type
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Required?
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