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 |
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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. |
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.
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 |
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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 |
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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 |