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Overview

Managing inventory is a an important part of maintaining your business operations, with Rx-Inventory you . 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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We can filter our inventory item by using the two menu bars displayed at the top of the SKU page.

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The top most topmost 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.

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Info

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.

Other Details

Aside from the general frame-specific fields, you can also manage other details about the frame item in the Other Details section. In this area, you are able to set details such as status, trace reorder method, and more. You can also see a preview of the shape of the trace. Additionally, if a trace is selected, the A, B, and ED will be populated with values from the trace and these fields become uneditable.

See the definition of these columns here.

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Generating UPC

You are able to generate a UPC when creating or updating an SKU. You can set up the starting sequence in the Settings → Configuration page.

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The Warehouses section displays all warehouse warehouses the item belongs to. This has important information about the quantities you have on hand, the cost of the item, the vendor, and more.

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Adding inventory items to the warehouse is an easy task. To begin the process, ensure you have the Warehouse Tab selected at the bottom of the page, and simply click the Add to Warehouse Buttonbutton

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Once you’ve clicked the Add to Warehouse button, you’ll notice a menu open. Select a warehouse and fill in all the required fields with the appropriate information. You can set ordering and stocking information of the invengtory item in the warehouse. The final step is to click the Submit button located at the bottom and you’ll have successfully added the item to your warehouse!

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Adjusting warehouse stock can be done by navigating to Rx-Inventory → Manage Inventory → Adjust Quantities. We can easily navigate there from the SKUs page by clicking the +/- symbol located on the right-hand side of the desired warehouse, this will redirect us to the appropriate page to make any adjustments Adjust Quantity page with details pre-populated with the frame item information.

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Update Frame-Warehouse Information

Updating the frame warehouse information can easily be done. From the SKUs Warehouse section simply click the Edit symbol on the right-hand side of the warehouse you which to make modifications.

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From here you’ll notice a new menu is displayed on screen. You can make all the modifications you wish, once you’ve done so simply click the Submit button located at the bottom of the menu, this will finalize and save all your changes.

Setting Ordering and Stocking Details

In the SKU → Warehouse field, you can configure relevant settings for the ordering and stocking of the item. This includes Vendor, Lead days, Stock status, Min/Max. These details are then used when generating the purchase order to replenish the quantity depending on the reordering method selected for the frame item. You can also set the Cost From Frame flag which, if on, uses the Standard Cost of the item as the Standard Cost in the warehouse.

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Purchase Orders

The Purchase Order section displays all orders, that currently have the selected item part of the order. We can Export, Release, and View the order from this section as well by simply selecting the line we wish to view.

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The Vendor Returns section displays all returns that currently have the selected item part of the return. We can Export, Release, and View the order from this section as well by simply selecting the line we wish to view.

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Transactions

The transactions sections Transactions section displays all transactions that have occurred on the selected item. This includes stock adjustments from varying sources, vendor returns, purchase orders, and more. The adjust adjustment type is displaydisplayed, along with the adjustment date, along with and the change in quantity that was applied to the item.

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Field

Description

Part Type

This field defines the type of item. (Whole, Front, Temple, Bridge, Clip, Side Shield, Miscellaneous)

Name

The name associated to the item

Manufacturer

The manufacturer that makes the item

Gender

The gender the item was designed to be worn by

Collection

The collection the item belongs to

Brand

The brand of the item

Model

The model of the item

Class

The class of the item (Standard or Safety)

Print Sticker Template

The template used when printing the SKU label (The template must be an XML file and saved on the RX-XML folder in your Rx-Universe directory

Material

The material the item is made of

Color

The color of the item

Edge Type

The edge type of the frame. (This is provided by the LMS)Rx-Universe)

 Eye

 The eye measurement. It only accepts whole number

 Temple

 The temple measurement. It only accepts whole number

 Bridge

 The bridge measurement. It only accepts whole number

A

The horizontal width of each lens at its widest point of the lens within the frame. This commonly has the same value as the eye.

B

The vertical height of the lenses at the widest point of the lens within the frame.

ED

The longest diagonal distance inside the frame edges in mm

REQ BC

The requested base curve for the item

Min BC

The smallest accepted base curve that will fit in the frame

UPC

The universal product code Universal Product Code for the item. This is the most common frame identifier and is the code printed on the barcode sticker label.

Manufacturer UPC

This is the univesal product code used by the manufacturer to identify this item

Cost

The cost of item charged by the supplier

MSRP

The minimum price Manufacturer Suggested Retail Price of the item should be sold at

Suggested Retail Price

The suggested retail price by for the supplierframe

Price Group

The price group that the frame is a member of

Trace

The trace of the frame. The options that show on this field comes from Rx-Universe.

Status

The status on the item in the inventory.

Reorder Method

The method used to reorder this item. There are

Min/Max -

Quantity Replenishment -

Dynamic -

Vendor Default - Based on the set reormethod of

Dynamic Days

Description

Source

Vision Star Item Number

Created

Date Last Used

Date Last Modified

Back Order Date

Frame - Warehouse Fields Definitions

Below you can find the fields associated with the frame warehouse page and its description.

Column/Field Name

Description

 Quantity in Warehouse

The total stock in the warehouse. This will include stocks that are allocated and in process.

Quantity Available

The total stock available for new orders/transactions. This is total stock in warehouse less allocated and in process stocks (Qty Available = Qty In Warehouse - In Process - Allocated ).

This quantity is used when generating the purchase order depending on the reordering method of the inventory item.

 Quantity Allocated

The total stock allocated for jobs

 Quantity In Process

The total stock picked for jobs. If Rx-Universe is set to update inventory on Order Entry, this items can still be on shelf.

Quantity On Order

The total on open/released Purchase Orders

Used since last PO

The quantity allocated since last PO

Vendor

The name of the Vendor that supplies the item

 Lead Days

The number of lead days to use in the EOQ calculation

Last Ordered PO

The number of the last Purchase Order released that included this record

Last Ordered Date

The date the Last Ordered PO was released

 Cost

 The cost of the frame at this warehouse

 Average Cost

The average cost of acquisition from the vendor (computed when receiving Purchase Orders)

 Stock Status

Whether or not the item should be kept on hand (stocked) or ordered when required (special)

 Bin

The bin this item is stocked in

 Min

The smallest amount of stock that should be kept on hand

 Max

The largest amount of stock that should be kept on hand

 Safety Stock

The safety stock to use in the EOQ calculation