Import Usage History
- Jonathan Pugsley
- Susannie Tiempo (Unlicensed)
Overview
Rx-Inventory allows you to import frame usage information from another platform. This will ensure that the usage history of the frame is available to Rx-Inventory for processes such as EOQ calculation.
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.
To be able to import frame data, the user needs at least the Create and Import of the TransactionBatch permissions. Ideally, you would also grant them the Read permissions so they can view the usage transactions that they imported.
Required Setup and Configurations
Before you start your import, review if your file has the required columns. We encourage you to review the column definitions here to avoid issues during import.
The import file should have records that are comma-delimited. Otherwise, it will fail.
Tip: Before importing your file, open it in Notepad or Note++ to check if you have extra rows with empty data. This will cause the import to fail with errors like “Invalid Date”.
Importing Frame Usage History - Instructions
To import your usage history data into the Rx-Inventory platform, follow these steps:
Go to the Rx-Inventory module
Click Import usage history.
4. Then click Choose File and open the CSV file that contains the frame usage history. Ensure that your file has the right column headers.
5. Select the appropriate file format (Comma Separated) and click Next
6. Then click Submit to import the data
7. It should be able to import the usage history with a valid UPC while those with invalid UPC should show up in the failed imports with error details.
Import Usage History Column Definitions
Here you can find a brief description of the fields that can be found on Import Usage History.
Column Name | Description |
|---|---|
UPC | The Universal Product Code of the frame inventory item that this usage transaction is applied. |
Quantity Changed/Used | The quantity change for the usage transaction. This is positive number only since you are importing usage. |
Date | The date of the usage was made. |
Warehouse | The warehouse that you are applying this adjustment for the inventory item. |
Quantity Adjustment Transaction Records
Successfully imported usage history can be verified by going to the SKU → Transactions tab screen. A Use Frame transaction record should be created for the included frame item. Below is the sample
SKU Transaction Page
To view this, navigate to SKU → Transactions tab (scroll down to the bottom section of the SKU page)
