Flows/Edit or retire a catalog entry: Difference between revisions

|summary=This flow describes how to change the details of a product catalog entry, and how to retire an entry that your facility no longer uses.

This flow describes how to change the details of a [[Concepts/Product|product]] catalog entry, and how to retire an entry that your facility no longer uses.

== Pre-requisites ==

* Someone added the catalog entry to the product catalog of your facility.

* You have the permissions listed below.

== Permissions ==

{| class="wikitable"

|-

! Permission

! Access

|-

| Can Create Product Knowledge on Facility

| Lets you create and edit product catalog entries at the facility.

|}

Facility Admin and Admin have this permission.

=== 1. Open the product catalog ===

# Go to the facility.

# Click '''Settings'''.

# Click '''Product Knowledge'''.

=== 2. Open the catalog entry ===

# Find the entry that you want to change.

# Click the entry to open it.

=== 3. Edit the details ===

# Click '''Edit'''.

# Change the fields that you want to update.

{| class="wikitable"

|-

! Components

! What it captures

|-

| Name

| The name of the product.

|-

| Slug

| The short reference for the product.

|-

| Product Type

| The type of the product.

|-

| Category

| The category of the product.

|-

| Code

| The code of the product.

|-

| Base Unit

| The unit that Care uses to count the product.

|-

| Status

| The current state of the catalog entry.

|-

| Alternate Identifier

| An additional identifier for the product.

|-

| Alternate names

| Other names for the same product.

|-

| Storage guidelines

| The storage instructions for the product.

|}

{{Note|1=Which fields are mandatory depends on your deployment’s configuration.}}

=== 4. Save the changes ===

# Save the entry.

=== 5. Retire the entry ===

Care does not remove a catalog entry. If you no longer use a product, retire the entry.

# Open the catalog entry.

# Click '''Delete'''.

# Care sets the Status of the entry to Retired.

* The catalog entry shows the updated details.

* A retired entry has the status Retired, and stays in the catalog.