User guides

The procedures of the Rx Tracking modules, one task at a time. Start from your role to see the tasks you do, or open the guide of a module. Each procedure is written once, on its process page; the role pages only link to it.

Start by role

Each role page lists the procedures that role performs, grouped as Set up once, Every day, When something goes wrong and Reference you'll use.

• Administrator or implementerInstall the modules, configure them, load master data and set up users.
• Compliance managerLicenses, holds, trace requests, investigations, records and a 3PL's own compliance.
• Warehouse staffReceive, scan, store, pick, ship, return, count and scrap DSCSA units.
• Sales and purchasing staffConfirm sales and purchase orders, and what to do when a check refuses one.
• Portal users: customers and 3PL ownersThe handouts for your customers and for the owners whose stock you hold.

Guides

• Core guideConfiguration, master data, receiving, shipping, returns, exceptions and records.
• 3PL guideStock held for several owners, documents in the owner's name, owner holds, title transfers and owner reports.
• Barcode appScan GS1 DataMatrix codes in Odoo Enterprise's Barcode app.
• Suspect productSuspect and illegitimate product investigations and Form FDA 3911, in Odoo Enterprise.
• Portal handoutsPages for your customers and owners, to print or send as they are.
• TroubleshootingEvery error or warning a user can meet, with its cause, its remedy and who can fix it.