Flows/Add items to a purchase order: Difference between revisions

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Latest revision as of 17:21, 14 August 2026

flowsupplyCARE 3.0+

Overview

This flow describes how to add the products you request to a purchase order in Care. Each item records one product and the quantity you request.

Pre-requisites

You created a purchase order at the facility. See Create a purchase order.
The purchase order is not Completed, Abandoned, or Entered in Error.
Someone added the product that you request to the product catalog. See Product.
You have the permissions listed below.

Permissions

Permission	Access
Can Create Supply Request on Facility	Lets you add items to a purchase order at the facility. Facility Admin, Admin, Staff, Doctor, and Nurse have this permission.

Steps

1. Open the purchase order

Open the purchase order that you want to add items to.

2. Start a new item

Click Add Item.

📝 Note

Care does not show Add Item when the purchase order is Completed, Abandoned, or Entered in Error.

3. Enter the item details

Complete the item fields.

Components	What it captures
Product	The product that you request.
Quantity	The quantity that you request for the product.

4. Add the remaining items

Repeat the previous steps for each product that you need on the purchase order.

Expected Outcome

The purchase order lists each item that you added.
The detail page shows the requested quantity for each item.
The detail page shows the dispatched quantity for each item.
The detail page shows the remaining quantity for each item.

Concept: Concepts/Purchase Order
Reference: References/Supply Request

@@ Line 3: / Line 3: @@
 |domain=supply
 |title=Add items to a purchase order
-|summary=Add requested products and quantities to a draft purchase order.
+|summary=This flow describes how to add the products you request to a purchase order in Care. Each item records one product and the quantity you request.
 |order=2
 |introduced=3.0
@@ Line 9: / Line 9: @@
 |reference=References/Supply Request
 }}
+== Overview ==
+This flow describes how to add the products you request to a [[Concepts/Purchase Order|purchase order]] in Care. Each item records one product and the quantity you request.
+== Pre-requisites ==
+* You created a purchase order at the facility. See [[Flows/Create a purchase order|Create a purchase order]].
+* The purchase order is not Completed, Abandoned, or Entered in Error.
+* Someone added the product that you request to the product catalog. See [[Concepts/Product|Product]].
+* You have the permissions listed below.
+== Permissions ==
+{| class="wikitable"
+|-
+! Permission
+! Access
+|-
+| Can Create Supply Request on Facility
+| Lets you add items to a purchase order at the facility. Facility Admin, Admin, Staff, Doctor, and Nurse have this permission.
+|}
 == Steps ==
-# Open the location's purchase orders and select the Draft order.
+=== 1. Open the purchase order ===
-# Select '''Add Item'''.
-# Select a product catalog entry and enter the requested quantity.
+Open the purchase order that you want to add items to.
-# Save the item and repeat for other products.
+=== 2. Start a new item ===
+Click '''Add Item'''.
+{{Note|1=Care does not show '''Add Item''' when the purchase order is Completed, Abandoned, or Entered in Error.}}
+=== 3. Enter the item details ===
+Complete the item fields.
+{| class="wikitable"
+|-
+! Components
+! What it captures
+|-
+| Product
+| The product that you request.
+|-
+| Quantity
+| The quantity that you request for the product.
+|}
+=== 4. Add the remaining items ===
+Repeat the previous steps for each product that you need on the purchase order.
 == Expected Outcome ==
-Care lists the requested items on the purchase order. Each item identifies a catalog product and quantity, not a specific batch.
+* The purchase order lists each item that you added.
+* The detail page shows the requested quantity for each item.
+* The detail page shows the dispatched quantity for each item.
+* The detail page shows the remaining quantity for each item.
 {{Navbox supply}}