| Table of Contents | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
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.
...
When Off - on the column card, only columns that are unmatched/unallocated will be available options in the Import As field
...
LINK ~ Frame Import Template ~
Import Column Definitions
Frame Columns
...
Column/Field Name | Description | Data Type | Required? | Expected Values |
|---|---|---|---|---|
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 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 |
...