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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
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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
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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
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Import Column Definitions
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Column/Field Name | Description | Data Type | Required? | Expected Values |
|---|---|---|---|---|
Name | The name of the frame | Text | Required | |
Material | The material the frame is made from | Text | Required | |
Color | The color of the frame | Text | Required | |
Eye | The eye measurement | Integer | Required | |
Temple | The temple measurement | Integer | Required | |
Bridge | The bridge measurement | Integer | Required | |
Manufacturer | The manufacturer of the frame | Text | Required | |
Edge Type | The edge type of the frame | Text | Optional | |
Gender | The gender that the frame is designed for | Text | Optional | |
Requested Base Curve | The requested base curve of the frame | Text | Optional | |
Minimum Base Curve | The minimum base curve of the frame | Text | Optional | |
Prop 65? | Whether the frame is prop65 or not | Text | Optional | |
Brand | The brand of the frame | Text | Optional | |
Collection | The collection of the frame | Text | Optional | |
Model | The model of the frame | Text | Optional | |
Frame Class | The class of the frame | Text | Optional | |
Status | The inventory status of the item (active, inactive, discontinued, on order, backordered, recalled) | Text | Optional | Active: a, active, y, t, true yes, 1 |
A | The horizontal width of each lens at its widest point | Float (with single decimal place) | Optional | |
B | The vertical height of the lenses at the widest point of the lens within the frame | Float (with single decimal place) | Optional | |
ED | The longest diagonal distance inside the frame edges in mm | Float (with single decimal place) | Optional | |
Part Type | What portion of a frame the model represents | Text | Required | |
UPC | UPC of the frame | Text | Optional | |
Manufacturer UPC | The manufacturer's frame UPC | Text | Optional | |
Trace | The trace of the frame | Text | Optional | |
Standard Cost | Standard cost of the frame | Float (with two decimal place) | Optional | |
Average Cost | The average cost of the frame across all receipts at all warehouses | Float (with two decimal place) | Optional | |
MSRP | Manufacturer Suggested Retail Price of the frame | Float (with two decimal place) | Optional | |
Suggested Retail Price | Suggested Retail Price of the frame | Float (with two decimal place) | Optional | |
Price Group | The price group that the frame is a member of | Text | Optional | |
Last Used | The last time this item was used by the system | Datetime | Optional | |
Backorder Date | The date and time the item is expected to be available again | Date | Optional | |
Reorder Method | The method used to reorder this item | Text | Optional | |
Dynamic Days | The number of days after item creation to switch from min/max to usage history reorder method | Integer | Optional | |
Description | An optional freetext description of the item | Text | Optional | |
Web | This flag tracks if the frame is displayed on the lab's website, if applicable | Boolean | Optional | y, t, true yes, 1 |
Vision Star Item Number | Item number from VisionStar | Text | Optional |
Warehouse Columns
Column/Field Name | Description | Data Type | Required? | Expected Values |
|---|---|---|---|---|
Stock Status | Whether or not the item should be kept on hand (stocked) or ordered when required (special) | Text | Required | Stocked: stock, a, active, y, t, true yes, 1 |
Quantity | The total stock in the warehouse | Integer | Optional | |
Quantity Allocated | The total stock allocated for jobs | Integer | Optional | |
Quantity In Process | The total stock picked for jobs | Integer | Optional | |
Quantity On Order | The total on open/released Purchase Orders | Integer | Optional | |
Quantity Backordered | The total stock that is backordered | Integer | Optional | |
Bin | The bin this item is stocked in | Text | Optional | |
Min | The smallest amount of stock that should be kept on hand | Integer | Optional | |
Max | The largest amount of stock that should be kept on hand | Integer | Optional | |
Vendor | The name of the Vendor that supplies the item | Text | Optional | |
Lead Days | The number of lead days to use in the EOQ calculation | Integer | Optional | |
Warehouse | The warehouse this record is attached to | Text | Optional | |
Cost | The cost of the frame at this warehouse | Float (with two decimal place) | Optional | |
Average Cost | The average cost of acquisition from the vendor (computed when receiving Purchase Orders) | Float (with two decimal place) | Optional | |
Safety Stock | The safety stock to use in the EOQ calculation | Text | Optional |