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Overview
Purchase orders allow Adjust quantities allows the user to create an order of frames. Once created you can then generate a PDF report to submit to your vendors/merchants.
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 Rx-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.
The relevant permissions for Purchase Orders adjust the quantity of a frame inventory item in a specific warehouse.
Permissions
The relevant permissions to perform quantity adjustment 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
Ensure Rx-Inventory is Installed installed
Ensure correct permissions are configured
\uD83D\uDCD8Working with Frame
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Warehouse Record - Instructions
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Important The following modules/applications must be running for this feature to work:
You need to have the appropriate user permissions to access this feature |
Creating Adjustment Quantities
From the Rx-Inventory dashboard, go to the side navigation menu on the left and select the Purchase Order Manage Inventory option, then the Order Adjust Quantities option).
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To
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Once the creation menu is displayed, enter your Vendor and Manufacturers relating to the order. Select a PO Type and package size (This will be used later on when adding items to the order)
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Click on the Create button to create the order.
Adding frames to an order
Now that we’ve got an order created, we’re going to want to add items to the order so we can submit it to our vendors and manufacturers. We can do this easily by following the instructions below.
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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Enter the number of packages you would like to add. (This will calculate the total quantity based on the package size you provided when creating the order)
Click on the Submit button
Releasing a Purchase Order
Now that we’ve got our order setup, and Items added to it. It’s time to release the Purchase Order to our suppliers. We can do this by following the steps below:
1. Click the Release button next to the Purchase Order you desire to release.
If you want to generate a document that you can share with your vendors, select the file type that you wish to export (CSV or PDF) and select the format to export your purchase data to.
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Note - To generate a PDF export the Rx-PDF module must be installed and running. |
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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
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find the inventory item using UPC, enter the UPC of the frame and click on the Find Item button. (The find item modal will show up.)
Click the Clear button to start over.
Find Item
To find inventory items using other frame attributes (e.g. name, collection, brand, model, manufacturer, material, gender, class), you can use the Find Item functionality.
Select the frame attributes of the frame that you are looking for. This should show the list of the frames that matches your criteria.
You will prompted to select an item (based on a unique combination of frame identifiers) by clicking the corresponding Select button of the item you want to adjust. This will show a list of the available sizes for the selected frame.
To pick an individual frame item, you need to select the correct size.
The last step is the Warehouse selection. You can click on the Select button of the warehouse that you want the quantity adjusted for the inventory item.
The adjustment quantities page and the frame information will auto be populated based on the selected item, size and warehouse.
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Update required fields.
Now that we’ve got the frame item and the warehouse added, it’s time to populate the required fields.
1. Adjust the quantity based on the desired number (You can use the adjustment arrow to update the number of quantity).
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Update the amount on the Unit Cost field (You can use the adjustment arrow to update the amount of unit cost).
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Must enter the adjustment description.
Click the Submit button.
Adjust Quantity SKUs
We can navigate the Adjustment Quantities by following the steps below:
Navigate to the order you wish to receive
Click on the Receive button next to the order
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From this menu we can scan the frames in our shipment, or manually add the quantities ourselves.
Click the Submit button on the bottom of the page.
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When partially receiving a Purchase Order you will be prompted to select on the following options:
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SKUs page on the side navigation menu. Click the Edit button on any items on the table or click on any row (if Click Action is set to Edit)
Navigate and scroll down and go to the Warehouse tab. If you want to adjust the quantity and unit cost just click the Adjustment icon.
It will redirect to the Adjustment Quantities page and the Frame information will auto be populated based on the selected warehouse.
You can proceed with the adjustment per usual and submit it.
Adjustment Quantities Column Definitions
Here you can find a brief description of the fields that can be found on a Purchase OrderAdjustment Quantities.
Column Name | Description | |
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PO NumberUPC | The number associated to this order. (This is auto-generated and unique when creating an order)Universal Product Code of the frame inventory item that this adjustment is applied. | |
Warehouse | The name of the warehouse that will be receiving you are applying this adjustment for the inventory item. | |
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 | |
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 creationAdjust Quantity By | The quantity change applied for this adjustment. This can be positive or negative quantity change. |
Unit Cost | The unit cost of the inventory item for this adjustment. | |
Description | The adjustment description |
Quantity Adjustment Transaction Records
When performing quantity adjustments, appropriate transaction records will be generated for it. Below are samples of the transactions created from quantity adjustments. Learn more about Rx-Inventory Transactions here.
A transaction that increases the inventory quantity:
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A transaction that decreases the inventory quantity:
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You can view these transaction records in two areas, the SKU Transaction page and the main Transaction page.
SKU Transaction Page
To view this, navigate to SKU → Transactions tab (scroll down at the bottom section of the SKU page)
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Main Transaction Page
To view this, navigate to Manage Inventory → Transactions menu (scroll down at the bottom section of the SKU page)
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