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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 your existing frame data into Rx-Inventory, mass create new inventory records, or mass update existing inventory items.

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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

 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
Special Order: s, special, special_order specialorder, special_order_item, specialorderitem

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

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