July 2023 : Rx-Suite Version 1.6.0

Open

New Features

Open

Lens Transaction report enhancement

•  You can now report on the invoice number associated with a purchase order when a lens is received. This will help verify invoice numbers to PO numbers and do a three-way match to what was received and invoiced. This was a request from one of our customers to help with the report that their finance team needs.

Frame transfer enhancements

• The following changes were made to improve our frame transfer workflow:

  • Frame Transfer List:

    • The Transfer button becomes disabled when there is no frame item added to the transfer. This applies to both incoming and outgoing frame transfers.

    • The default filter is set to “Open” frame transfers.

    • You can filter the list to open items with BO frames by toggling on the ‘Show only open with backorders?’ checkbox.

  • Frame Transfer Form:

    • Added BO Quantity and Shipped/Pick Quantity columns if the Frame Transfer for outgoing transfers. Additional rules are added to manage the usage of the columns.

    • Added visual cues for backorder items (red) and when stock is available to fill up backorders (blue)

  • New Frame Transfer Options:

    • When Transfer is clicked, a confirmation dialog will open to provide details on the total qty that will be transferred in/out of the system. The text should change when it is outgoing or incoming.

    • If there is no BO line, you will see a Submit button to complete the transfer.

    • Added new Backorder Transfer Options:

      • Transfer & Open New For Backorders

        • This will split the order - a new transfer is opened for the backorders. The original transfer will be closed and amended to reflect the fulfilled stock amount.

        • Commonly used when there is enough stock to partially fulfill the transfer.

      • Transfer & Update Pick

        • This will complete the transfer and set the pick quantity equal to the order quantity. This will impact the BO/Pick quantities of the other orders.

        • Commonly used when items allocated/intended for other orders are used for the current order.

      • Transfer & Ensure Stock

        • This option shows when one of the lines do not have enough warehouse quantity. This will complete the transfer and automatically adjust the quantity on hand (warehouse quantity) of the lines that do not have enough warehouse quantities. Note: If the transfer also has other lines with backorders, selecting this option will update the pick of those lines.

        • Commonly used when the inventory count is incorrect and stock is available.

  •  Added enhancements to transaction handling including adding details.

  • Other changes

    • When FT is copied, a comment is generated.

    •  When FT has split due to BO, a comment is generated.

    • Add a loading indicator when copying 

• Frame Transfer Export:

  • BO Qty column should be available

    • The shipped/pick column should be available

    • The export format name should now show as the title 

    • The comment field is now exportable

Bug Fixes and Improvements

• Rx-Inventory:

  • Fixed issue when sorting columns in PriceList Table on the SKU page.

  • Fixed the filtering error on the Discountable and Taxable columns.

  • Fixed export issues on vendor returns and purchase order

• Fixed issue with module services randomly crashing