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One of the key features of Rx-Inventory is the ability to import your inventory data (from other sources/platforms) into the system. You can use this functionality to migrate existing frame data into Rx-Inventory, mass create new inventory records, or mass update existing inventory items with new information.
Permissions
The relevant permissions for importing frame data 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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Required Setup and Configurations
Format FileBefore you start your import, review if your file has the required columns and if the values match the datatype and required values of fields. We encourage you to review the column definitions here to avoid issues during import.
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It accepts most file types as long as they contain rows of delimited data using the delimiters we currently support. However, we highly recommend that you use CSV or files with .TXT file extentions when non-comma delimeter. |
\uD83D\uDCD8Importing Frame Item Data - Instructions
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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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LINK ~ Frame Import Template ~
Import Column Definitions
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Column/Field Name | Description | Data Type | Required? | Expected Values | ||||
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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 | Only accepts whole number | ||||
Temple | The temple measurement | Integer | Required | Only accepts whole number | ||||
Bridge | The bridge measurement | Integer | Required | 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 |
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 | misc, front, whole, temple, bridge, side_shield, clip | ||||
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 | Name | The name of the frame | Text | Required|
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Stock Status | Whether or not the item should be kept on hand (stocked) or ordered when required (special) | Text | Required | Stocked: stock, y, t, true, yes, 1 Note: This is not case sensitive but should not have white spaces(trailing or leading). | ||||
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 |