Flows/Create a purchase order: Difference between revisions

|summary=This flow describes how to create a purchase order for a location in a facility. The new order starts as a Draft.

== Overview ==

This flow describes how to create a [[Concepts/Purchase Order|purchase order]] for a location in a facility. The new order starts as a Draft.

== Pre-requisites ==

* You are a member of the facility that requests the supplies.

* Your facility has the location that receives the supplies.

* Care holds a record of the vendor or distributor that supplies the items.

* You have the permissions listed below.

== Permissions ==

{| class="wikitable"

|-

! Permission

! Access

|-

| Can Create Supply Request on Facility

| Lets you create a purchase order for a location in the facility. Facility Admin, Admin, Staff, Doctor, and Nurse have this permission.

|}

=== 1. Open the purchase orders of a location ===

# Open the facility.

# Select a location.

# Select '''Inventory'''.

# Select '''Purchase Orders'''.

=== 2. Start a new order ===

Select '''Create Order'''.

=== 3. Enter the order details ===

Complete the form.

{| class="wikitable"

|-

! Components

! What it captures

|-

| Name

| The name of the purchase order.

|-

| Note

| More information about the order. This field is optional.

|-

| Intent

| The level of commitment of the order.

|-

| Category

| The type of supplies that you request.

|-

| Priority

| The urgency of the order.

|-

| Reason

| The reason for the order.

|-

| Vendor/Distributor

| The external supplier organization that provides the items.

|-

| Destination

| The location that receives the items. Care sets the current location by default. Confirm the value, or select a different location.

|}

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

=== 4. Create the order ===

Create the order. Care saves the order with the status Draft.

* Care creates the purchase order with the status Draft.

* The order shows in the purchase orders list of the location.

* The order has no items yet. Add the items in a separate step.