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Flows/Create a purchase delivery: Difference between revisions

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Create version 3.1 supply flow from docs commit 38d3e1f (via create-page on MediaWiki MCP Server)
 
Expand flow to faithfully mirror version 3.1 MDX at 38d3e1f (via update-page on MediaWiki MCP Server)
 
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|domain=supply
|domain=supply
|title=Create a purchase delivery
|title=Create a purchase delivery
|summary=Create a delivery for stock arriving from an external vendor.
|summary=This flow describes how to create a purchase delivery for a location in a facility. The delivery starts as a Draft.
|order=1
|order=1
|introduced=3.0
|introduced=3.0
Line 9: Line 9:
|reference=References/Supply Delivery
|reference=References/Supply Delivery
}}
}}

== Overview ==

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

== Pre-requisites ==

* You are a member of the facility that receives the delivery.
* Your facility has the location that receives the delivery.
* If you start from a purchase order, someone created that [[Concepts/Purchase Order|purchase order]] at your facility.
* You have the permissions listed below.

== Permissions ==

{| class="wikitable"
|-
! Permission
! Access
|-
| Can Create External Supply Delivery on Facility
| Lets you create a purchase delivery for a location in the facility. Facility Admin and Admin have this permission.
|}


== Steps ==
== Steps ==

# Open the destination location's '''Inventory''' and '''Purchase Deliveries'''.
=== 1. Open the inventory of the location ===
⚫
# Select '''Create Delivery'''.

# Enter the name, note, vendor/distributor, destination, and optional purchase order.
Open the facility. Select the location that receives the delivery. Select '''Inventory'''. Go to the external deliveries area.
⚫
# Save the delivery.

=== 2. Start the delivery ===

⚫
Click '''Create Delivery'''.

{{Note|1=You can also start the delivery from an existing purchase order. Care fills the name, the vendor, the destination, and the tags for you. Care locks the destination.}}

=== 3. Enter the delivery details ===

{| class="wikitable"
|-
! Components
! What it captures
|-
| Name
⚫
| The name of the delivery.
|-
| Note
| More information about the delivery. This field is optional.
|-
| Vendor/Distributor
| The vendor or distributor that supplies the items.
|-
| Destination
| The location that receives the items. Care sets the current location by default.
|}

If you start from a purchase order, check the filled values.

=== 4. Create the delivery ===

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


== Expected Outcome ==
== Expected Outcome ==

Care creates a Draft purchase delivery. Add delivered items before receiving and completing it.
* Care creates the purchase delivery with the status Draft.
* The delivery contains no items. You add the items in a separate step.


{{Navbox supply}}
{{Navbox supply}}

Latest revision as of 17:22, 14 August 2026

flowsupplyCARE 3.0+

Overview

This flow describes how to create a purchase delivery for a location in a facility. The delivery starts as a Draft.

Pre-requisites

  • You are a member of the facility that receives the delivery.
  • Your facility has the location that receives the delivery.
  • If you start from a purchase order, someone created that purchase order at your facility.
  • You have the permissions listed below.

Permissions

Permission Access
Can Create External Supply Delivery on Facility Lets you create a purchase delivery for a location in the facility. Facility Admin and Admin have this permission.

Steps

1. Open the inventory of the location

Open the facility. Select the location that receives the delivery. Select Inventory. Go to the external deliveries area.

2. Start the delivery

Click Create Delivery.

📝 Note
You can also start the delivery from an existing purchase order. Care fills the name, the vendor, the destination, and the tags for you. Care locks the destination.

3. Enter the delivery details

Components What it captures
Name The name of the delivery.
Note More information about the delivery. This field is optional.
Vendor/Distributor The vendor or distributor that supplies the items.
Destination The location that receives the items. Care sets the current location by default.

If you start from a purchase order, check the filled values.

4. Create the delivery

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

Expected Outcome

  • Care creates the purchase delivery with the status Draft.
  • The delivery contains no items. You add the items in a separate step.

Open Healthcare Network's flagship product: an open-source, FHIR-native electronic medical record (EMR) and healthcare operating system.

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