Overview

Purchase orders allow the user to create an order of frames. Once created you can then generate a PDF report to submit to your vendors/merchants.

Permissions

Rx-Suite provides you with an exceptional level of control over user permissions. With our platform, you can easily grant users full or read-only access to specific features within the Workstations module. Moreover, we offer the flexibility to create custom roles with pre-defined permissions, allowing you to assign appropriate access rights to different users efficiently.

The relevant permissions for Purchase Orders can be found in Rx-Hub → Roles → (Specific Role) → Rx-Inventory.

Required Setup and Configurations

• Ensure Rx-Inventory is Installed

• Ensure correct permissions are configured

Creating a Purchase Order

\uD83D\uDCD8 Instructions

1. From the Inventory dashboard, go to the side navigation menu on the left and select the Purchase Order option, then the Order option).

2. To create a new Purchase Order, click on the Create button located on the top of page. This will open the creation dialog menu.

3. Once the creation menu is displayed, enter your Vendor and Manufacturers relating to the order. Select a PO Type and package size (This will be used later on when adding items to the order)

4. Click on the Create button to create the order.

Adding frames to an order

Now that we’ve got an order created, we’re going to want to add items to the order so we can submit it to our vendors and manufacturers. We can do this easily by following the instructions below.

1. Select the desired Purchase Order from the list of orders that which you wish to add frames to.

2. Navigate to the bottom of the page, this is where all items part of the order may be viewed

3. Click on the Add Line button located on the top right of the grid.

4. From this menu you can search up frames using UPC or utilizing the Find Item button to search your inventory

5. Enter the quantity of packages you would like to add. (This is will calculate the total quantity based on the package size you provided when creating the order)

6. Click on the Submit button

Releasing a Purchase Order

Now that we’ve got our order setup, and Items added to it. It’s time to release the Purchase Order to our suppliers. We can do this by following the steps below:

`1. Click the Release button next to the Purchase Order you desire to release.

2. Select the format you wish to export (CSV or PDF), select the format to export.

3. Click the Export button at the bottom of the form

4. You can now View/Download the document by clicking on the highlighted area in the image below.

Receiving an Order

Now that we’ve submitted our order to the supplier, and received the shipment in our warehouse, it’s time to receive the items in to our inventory. We can do this easily by following the steps below:

1. Navigate to the order you wish to receive

2. Click on the Receive button next to the order

3. From this menu we can scan the frames in our shipment, or manually add the quantities ourselves.

4. Click the Submit button on the bottom of the page.

Purchase Order Column Definitions

Here you can find a brief description of the fields that can found on a Purchase Order