Overview
Managing inventory is a important part of maintaining your business operations, with Rx-Inventory you have ease of access to all kinds of different tools, and functions to help you better manage your frames, frame parts, and miscellaneous items.
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The main window used to mange your inventory can be found by navigating to the following: Rx-Inventory → SKUs
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Relevant Permissions
When it comes to frame inventory items there are many relevant permissions that need to be granted in order to properly manage the inventory. Below you’ll find the list of relevant permissions.
All permissions can be found by navigating to Rx-Hub → Roles → (Select Relevant Role) → Rx-Inventory Section
SKU
This part of the permissions allows control over creating, updating, viewing, deleting, and mass updating inventory items.
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Filtering/Sorting Items
Navigating and finding specific inventory items is a fundamental part of managing your inventory. We can easily find the desired item by using the provided filtering and sorting tools on the SKU page.
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The top most section defines what status we wish to view (You can view what each status means in the Item Category Definitions section). The second section displayed above allows you to filter what item type you wish to see. By using both of these tools together you can easily narrow down the list items displayed on screen.
Creating New Items
Creating new inventory items is an easy task. To start, navigate to the appropriate SKU page Rx-Inventory → SKUs. From here to start the process we simply need to click on the Create button located near the top of the page
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Note Not all fields are required to complete the creation process, the fields that must be present are denoted with relevant error text below the field box. |
Updating Existing Items
To update the fields on an existing item we simply have to navigate to the SKU page (Rx-Inventory → SKUs) and click on the line item (or the pencil on the right hand side of the line) to open up the modification menu.
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Once we’re in the SKU item modification page, we can make any changes we need to by simple clicking on the field and changing its values. Once we’ve made all our modifications simply click the Update button located at the bottom of the page.
Definitions
In this section you can find descriptions of all the relevant fields and statuses associated to an inventory item.
Item Status Definitions
Each inventory item has one of the following categories associated to it.
Category | Description |
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Usable | A usable item is any active item, or any item with a quantity in a warehouse (including backordered quantities) |
Un-Usable | Un-usable items are discontinued, on order, or inactive items, as well as any item that isn’t part of a warehouse |
Active | Active items have their status marked as active. This means these items are available and still in use in production. |
Inactive | Inactive items have their status marked as inactive. This means these items are no longer used in production. |
Discontinued | Discontinued items have their status marked as discontinued. This means these items typically are no longer manufacturer by the suppliers. |
On Order | On Order items have their status marked as on order. This means there is currently an active purchase order/transfer that includes this item. |
Back Ordered | Back Ordered items have their status marked as backordered. This means these items are on order but are temporarily unavailable from the supplier. |
Recalled | Recalled items have their status marked as recalled. This means these items have been request to be returned to their suppliers. (Typically these items are on a Vendor Return) |
Item Fields Definitions
Below you can find the fields associated to an inventory item and its description.
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