Flows/Add delivered items to a purchase delivery: Difference between revisions

|summary=This flow describes how to add the delivered items to a purchase delivery in Care. Each item records the product, the quantity, and the condition of the goods.

== Overview ==

This flow describes how to add the delivered items to a [[Concepts/Purchase Delivery|purchase delivery]] in Care. Each item records the product, the quantity, and the condition of the goods.

== Pre-requisites ==

* You created the purchase delivery at your facility. See [[Flows/Create a purchase delivery|Create a purchase delivery]].

* The purchase delivery is not Completed, Abandoned, or Entered in Error.

* You have the permissions listed below.

== Permissions ==

{| class="wikitable"

|-

! Permission

! Access

|-

| Can Create External Supply Delivery on Facility

| Lets you add delivered items to a purchase delivery at the facility. Facility Admin and Admin have this permission.

|}

=== 1. Open the purchase delivery ===

Open the purchase delivery that you want to update.

{{Note|1=If you start the delivery from a purchase order, Care can load the requested items of that order automatically.}}

=== 2. Start a new item ===

Click '''Add Item'''.

=== 3. Select the product ===

Select the [[Concepts/Product|product]] that the supplier delivers. Select an existing product instance, or create a new product instance for a new batch.

For a new product instance, enter the values below.

{| class="wikitable"

|-

! Components

! What it captures

|-

| Lot Number

| The batch number of the delivered goods.

|-

| Expiration Date

| The date on which the batch expires.

|-

| Purchase Price

| The price that you pay for the product.

|-

| Pack Size

| The number of units in one pack.

|}

=== 4. Enter the delivered quantity ===

Enter the quantity that the supplier delivers. You can enter the pack quantity and the pack size instead.

=== 5. Enter the charges and the condition ===

Enter the tax amount and the discount amount for the item. Select the condition of the delivered goods: '''Normal''' or '''Damaged'''.

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

=== 6. Save the item ===

Save the item. Repeat the steps above for each delivered product.

* Care adds the item to the purchase delivery.

* The purchase delivery shows each delivered product, its quantity, and its condition.