Overview

Managing inventory is an important part of maintaining your business operations, with Rx-Inventory. You have ease of access to all kinds of different tools and functions to help you better manage your frames, frame parts, and miscellaneous items.

The main window used to mange your inventory can be found by navigating to the following: Rx-Inventory → SKUs

Relevant Permissions

When it comes to frame inventory items there are many relevant permissions that need to be granted in order to properly manage the inventory. Below you’ll find the list of relevant permissions.

All permissions can be found by navigating to Rx-Hub → Roles → (Select Relevant Role) → Rx-Inventory Section

SKU

This part of the permissions allows control over creating, updating, viewing, deleting, and mass updating inventory items.

Filtering/Sorting Items

Navigating and finding specific inventory items is a fundamental part of managing your inventory. We can easily find the desired item by using the provided filtering and sorting tools on the SKU page.

We can filter our inventory item by using the two menu bars displayed at the top of the SKU page.

The topmost section defines what status we wish to view (You can view what each status means in the Item Category Definitions section). The second section displayed above allows you to filter what item type you wish to see. By using both of these tools together you can easily narrow down the list items displayed on screen.

Creating New Items

Creating new inventory items is an easy task. To start, navigate to the appropriate SKU page Rx-Inventory → SKUs. From here to start the process we simply need to click on the Create button located near the top of the page

Now that we’ve clicked on the create button, you will be redirected to the inventory item creation page. From here we can enter values to all the relevant fields that are part of an item. Once this step is complete simply hit the Create button located at the bottom of the page and your new item will appear!

Other Details

Aside from the general frame-specific fields, you can also manage other details about the frame item in the Other Details section. In this area, you are able to set details such as status, trace reorder method, and more. You can also see a preview of the shape of the trace. Additionally, if a trace is selected, the A, B, and ED will be populated with values from the trace and these fields become uneditable.

See the definition of these columns here.

Generating UPC

You are able to generate a UPC when creating or updating an SKU. You can set up the starting sequence in the Settings → Configuration page.

To generate a UPC, you can just click on the barcode icon on the right side of the UPC field.

Updating Existing Items

To update the fields on an existing item we simply have to navigate to the SKU page (Rx-Inventory → SKUs) and click on the line item (or the pencil on the right hand side of the line) to open up the modification menu.

Once we’re in the SKU item modification page, we can make any changes we need to by simple clicking on the field and changing its values. Once we’ve made all our modifications simply click the Update button located at the bottom of the page.

Frame Associations Section

When viewing an inventory item you’ll find a list of important information about Warehouses, Purchase Orders, Vendor Returns, Transactions, Price List, and any User Defined Field the item is part of.

You can find this section by navigating to Rx-Inventory → SKUs → Selecting any Item, the section will be located at the bottom of the page. By changing the menu selected at the top we can view different pieces of information.

Warehouse

The Warehouses section displays all warehouses the item belongs to. This has important information about the quantities you have on hand, the cost of the item, the vendor, and more.

Add to Warehouse

Adding inventory items to the warehouse is an easy task. To begin the process, ensure you have the Warehouse Tab selected at the bottom of the page, and simply click the Add to Warehouse button

Once you’ve clicked the Add to Warehouse button, you’ll notice a menu open. Select a warehouse and fill in all the required fields with the appropriate information. You can set ordering and stocking information of the invengtory item in the warehouse. The final step is to click the Submit button located at the bottom and you’ll have successfully added the item to your warehouse!

Stock Adjustments

Adjusting warehouse stock can be done by navigating to Rx-Inventory → Manage Inventory → Adjust Quantities. We can easily navigate there from the SKUs page by clicking the +/- symbol located on the right-hand side of the desired warehouse, this will redirect us to the Adjust Quantity page with details pre-populated with the frame item information.

Update Frame-Warehouse Information

Updating the frame warehouse information can easily be done. From the SKUs Warehouse section simply click the Edit symbol on the right-hand side of the warehouse you which to make modifications.

From here you’ll notice a new menu is displayed on screen. You can make all the modifications you wish, once you’ve done so simply click the Submit button located at the bottom of the menu, this will finalize and save all your changes.

Setting Ordering and Stocking Details

In the SKU → Warehouse field, you can configure relevant settings for the ordering and stocking of the item. This includes Vendor, Lead days, Stock status, Min/Max. These details are then used when generating the purchase order to replenish the quantity depending on the reordering method selected for the frame item. You can also set the Cost From Frame flag which, if on, uses the Standard Cost of the item as the Standard Cost in the warehouse.

Purchase Orders

The Purchase Order section displays all orders, that currently have the selected item part of the order. We can Export, Release, and View the order from this section as well by simply selecting the line we wish to view.

Vendor Returns

The Vendor Returns section displays all returns that currently have the selected item part of the return. We can Export, Release, and View the order from this section as well by simply selecting the line we wish to view.

Transactions

The Transactions section displays all transactions that have occurred on the selected item. This includes stock adjustments from varying sources, vendor returns, purchase orders, and more. The adjustment type is displayed, along with the adjustment date, and the change in quantity that was applied to the item.

Price Lists

The price list section shows all price list that include the selected item. From this view you can see the name of the price list, the price assigned to the item, and the warehouse it belongs to.

User Defined Fields

The user defined fields is a section that allows you to define your own unique fields and give them a value. This is used when an item is added to an Rx-Order. To create a new field simply click the Create button, provide a unique field name and value, and hit the Create button.

Definitions

In this section, you can find descriptions of all the relevant fields and statuses associated to an inventory item.

Item Status Definitions

Each inventory item has one of the following categories associated to it.

Item Fields Definitions

Below you can find the fields associated to an inventory item and its description.

Frame - Warehouse Fields Definitions

Below you can find the fields associated with the frame warehouse page and its description.