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Overview

Frame transfers are a feature-packed way for you to transfer a frame (or collection of frames) between your warehouses and customers.

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Transfers can be sent from:

• Warehouse to Warehouse

• Customer to Warehouse

• Warehouse to Customer

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Frame transfers be created manually or based on a pre-existing Purchase Order.

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They can also be exported in both CSV and PDF formats with an additional option to send them via email.

Transfers can be sent from:

• Warehouse to Warehouse

• Customer to Warehouse

• Warehouse to Customer

Permissions

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permissions permissions

Rx-Suite provides you with an exceptional level of control over user permissions. With our platform, you can easily grant users full or read-only access to specific features within the Inventory module. Moreover, we offer the flexibility to create custom roles with pre-defined permissions, allowing you to assign appropriate access rights to different users efficiently.

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Note that you might need to grant access to other functionalities in the Rx-Inventory to the role in order for users in that role category to perform the frame transfer operations (e.g. They will need at least a Read access to Frame Warehouse record to create a frame transfer). Learn more about setting up roles.

Required Setup and Configuration

Frame Transfer Directory Set up - AcuityLogic Workflow

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Additionally, you can set the Archive Age of the archive folder. This would prompt the directory clean-up based on the number of days you specified.

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Printing Sticker Label Setup

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• Print Sticker Template (on individual frame):

  • The template that will be used when printing stickers for the specific frame item. If you want to use the default sticker template, leave this field blank.

  • Go to SKUs → Select the frame item to edit it.

  • Under the Categories section, look for the Print Sticker Template.

  • Enter the description of the Additional Document that you set up in Rx-Universe that you want to use for the frame.

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\uD83D\uDCD8 Working with Frame Transfer - Instructions

How to create a Transfer

1. Navigate to the Frame Transfer section of Frame Inventory, then click the Transfers navigation menu.

   1. This page displays all incoming/outgoing transfer documents that affect your current warehouse.

2. Click the Create button on the top of the page

3. A Menu should now be displayed, select a Transfer Type, an Origin, and a Destination.

4. Click Submit

5. Now your new Transfer Document is opened up on the screen!

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1. Navigate to the Transfers page

2. Find the Transfer you wish to copy, click the Copy button

3. A new window should now be displayed, select the new location(s) you wish to copy to.

4. Click Copy

   1. You should now see new Transfer Documents generated for each selected location. When copying, each created transfer is grouped by Reference Number this allows you to sort and filter batches of transfers created.

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Managing Frames in a Transfer

• Adding, removing, and modifying frames in a transfer is an important step to managing our transfer document. Listed below are the various methods and steps to you can manage frames inside a transfer.

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For more information about export formats, see: Export Formats - Rx-Suite - Confluence (atlassian.net)

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Sending an Export Document via Email

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1. Navigate to Settings → Configuration

2. Under the “Frame Transfers” panel, three configuration options are available to you:

   1. Frame Transfers Import Auto Print Export Format

      1. Which export format to use when automatically printing a frame transfer. For creating export formats, see: https://rxuniverse.atlassian.net/wiki/spaces/RXSUITE/pages/2652962841/Frame+Transfers#Export-Formats

   2. PDF Template

      1. Which PDF template to use when printing a frame transfer. For creating a PDF template, see: Setting Up Templates - Rx-Suite - Confluence (atlassian.net)

   3. Frame Transfer Import Auto Print Printer

      1. Which printer to use when printing the frame transfer. This list includes all printers currently installed on the server’s computer.

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