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The relevant permissions for Purchase Orders can be found in Rx-Hub → Roles → (Specific Role) → Rx-Inventory. Learn more or get a refresher on how our User Roles and Permissions work.
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| Info |
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Purchase Order Permissions Explained Return Reason These are your configured reasons why item are being returned to its vendor. Example: Breakage, Recall, Overstocked… Vendor Return This is the actual return document generated by the user. Vendor Return Line Item This controls access to the frame items added to a Vendor Return. Vendor Return Export Format This controls the format structure when exporting Vendor Returns as PDF/CSV documents. |
Required Setup and Configurations
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Select the desired Purchase Order from the list of orders that which you wish to add frames to.
Navigate to the bottom of the page, this is where all items part of the order may be viewed
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Click on the Add Line button located on the top right of the grid.
From this menu, you can search up frames using UPC or utilizing the Find Item button to search your inventory
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Click the Export button at the bottom of the form
You can now View/Download the document by clicking on the highlighted area in the image below.
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Receiving an Order
Now that we’ve submitted our order to the supplier, and received the shipment in our warehouse, it’s time to receive the items in to our inventory. We can do this easily by following the steps below:
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Column Name | Description |
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PO Number | The number associated to this order. (This is auto-generated and unique when creating an order) |
Warehouse | The name of the warehouse that will be receiving the inventory |
Vendor | The vendor that you will be submitting the order too |
Manufacturer | The manufacturer that the purchase order items belong to |
Opened Date | The date which the order was created on |
Closed Date | The date which the order was received and closed |
Status | The current status of the order (Open, Closed, or Released) |
Scale | The scale multiplier used when adding line items to the order |
Total Cost | The sum of quantity and received cost |
Created by User | The logged in user at the time of creation |
Created by Email | The email address of the logged in user at the time of creation |
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