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.
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 in Order Entry or Frame Pick
Frame Parts Inventory Update in 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
\uD83D\uDCD8 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
From the Rx-Inventory dashboard, go to the side navigation menu on the left and select the Frame Pick option.
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.
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.
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.
Scan Lens/Frame Items
To perform the pick, you would need to scan/enter the OPC of the lens (for lens pick) and SKU of the frame item (for frame picking).
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.
On failed scan, an error message to indicate the failure reason will display.
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.
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.
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.
Frame Pick Column Definitions
Here you can find a brief description of the fields that are relevant to Frame/Lens Pick.
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. |