Rx-Inventory: Frame Pick

Owned by Jayson MANDANI (Unlicensed)
Last updated: Nov 17, 2023 by Susannie Tiempo (Unlicensed)
5 min read

 

Overview

The Rx-Inventory Frame Pick feature allows you to perform lens and frame pick processes using our web-based and mobile-friendly Rx-Inventory platform. Our scanning functionality is designed to make your workflow easier and more manageable.

Permissions

The relevant permissions to perform frame pick 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 use the Frame Pick feature, you need to have the Frame Pick → Perform permission granted to the role of the user.

Frame Pick Permission

Required Setup and Configurations

 

  • Ensure Rx-Universe is installed and configured based on your lab’s inventory and workstation preferences. Sample configurations that impact picking are:

    • Rx-Universe → System Setting → Inventory

      • Lens Pick Verify flag

      • Frame Pick Verify flag

      • Frame Parts Pick Verify flag

      • Do frame pick with lens pick flag

      • Frame Inventory Update at Order Entry or Frame Pick

      • Frame Parts Inventory Update at Order Entry or Frame Pick

    • Rx-Universe → System Setting → Job Tracking

      • Job track station verify

    • Rx-Universe → Job Tracking → Job Track Stations

      • Station Job Flow

  • Ensure Rx-Inventory is installed and licensed

  • Ensure Rx-Transfer (Rx-Universe API) is installed and licensed

  • Ensure correct permissions are configured

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Working with Frame Pick - Instructions

Important

The following modules/applications must be running for this feature to work:

  • Rx-Inventory

  • Rx-Transfer (API service)

  • Rx-Hub

  • Rx-Universe (to check the inventory transactions)

You need to have the appropriate user permissions to access this feature

Lookup order or tray number

  1. From the Rx-Inventory dashboard, go to the side navigation menu on the left and select the Frame Pick option.

     

  2. To find the job that you want to perform the pick on, you can enter or scan the order or tray number and click on the Lookup button.

    Order Lookup Page

     

  3. Once you hit the Lookup button it should redirect to the order information page that has the details on the lens and frame items SKU/OPC, pick status, and other relevant job information.

    Order Information Page

Select Pick Flags

You have the option to perform lens or frame pick or both on an order. You can do so by checking on the Pick Lenses or Pick Frames flags. Checking both flags (default behavior) will allow you to perform both.

Pick Lenses Only
Pick Frames Only

Scan Lens/Frame Items

To perform the pick, you would need to scan/enter the OPC of the lens (for lens pick) or SKU of the frame item (for frame picking).

 

  1. Copy/manually enter or scan the OPC / UPC number of the right/ left lenses to the Scan OPC then hit the Scan button or key in Enter.

 

On a successful scan, the yellow icon indicator of the pickable item will change to a green check mark. A Last Scan field will display the OPC/UPC of the last scanned item.

Successful Scan

On failed scan, an error message to indicate the failure reason will display.

Failed Scan


2. Once you scanned the items that you picked, you can click on the Submit Scans button to complete the picking process. The scans are submitted automatically if all the required items are scanned.

Important: You can not submit partial picks on both lenses and frames.

 

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Frame Pick Transactions

Completing a lens and/or frame pick will generate respective inventory transaction records. It will also update the Inventory Picked and Inventory Updated flags on the Rx-Universe Inventory Transaction page.

Rx-Inventory Transactions Records

The created Rx-Inventory transaction is dependent on the configured inventory update settings in Rx-Universe. The transactions will show on the main Transactions page or in the SKU → Transactions tab. Learn more about Rx-Inventory Transactions here.

Note: Only frame pick transactions will show in Rx-Inventory, lens transactions are recorded in Rx-Universe.

 

When Frame / Parts Inventory is set to update in Order Entry

No additional transaction should be created after the pick is done.

When Frame / Parts Inventory is set to update Frame Pick

A negative adjustment for Allocation and a positive adjustment for In Process should show.

Pick Transactions - Update in Frame / Part Pick

 

Rx-Universe Inventory Transactions Records and Pick Flag Update

You can view the lens and frame inventory transactions and the inventory pick flags in Rx-Inventory.

To do that, open the Rx-Universe → Orders → Customer Service → Selected Order → View → View Inventory Transactions. You need to right-click the order number you scanned recently and select View.

After the picks are complete, the respective Inventory Picked flags will be checked.

The Inventory Updated flag and the Transactions will also update. The same rules are followed on the transaction records based on the inventory update settings.

Rx-Universe View Transactions Page

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Frame Pick Column Definitions

Here you can find a brief description of the fields that are relevant to Frame/Lens Pick.

Column Name

Description

Column Name

Description

Order Number

The order number of the job that the pick is for.

Tray Number

The order number of the job that the pick is for.

OPC

The Optical Product Code of the lens. This is a product identifier of a lens.

UPC

The Universal Product Code of the frame item. This is a product identifier of a frame item.

 

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