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Flows/Create a supply 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 supply delivery
|title=Create a supply delivery
|summary=This flow describes how to create a supply delivery in Care. The delivery starts as a Draft, and you add the delivered items in a separate step.
|summary=Create an internal delivery between two locations in the same facility.
|order=1
|order=1
|introduced=3.0
|introduced=3.0
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|reference=References/Supply Delivery
|reference=References/Supply Delivery
}}
}}

== Overview ==

This flow describes how to create a [[Concepts/Supply Delivery|supply delivery]] in Care. The delivery starts as a Draft, and you add the delivered items in a separate step.

== Pre-requisites ==

* You are a member of the facility that sends the stock.
* Your facility has the source location and the destination location.
* If you start from a [[Concepts/Supply Order|supply order]], someone raised that order at your facility.
* You have the permissions listed below.

== Permissions ==

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


== Steps ==
== Steps ==

⚫
# Open the destination location's '''Inventory''' and '''Supply Deliveries'''.
=== 1. Open the outgoing deliveries list ===
⚫
# Select '''Create Delivery'''.

# Enter the name, note, source location, destination, and optional supply order.
⚫
Open the facility. Select a location. Select '''Inventory'''. Select '''To Dispatch'''. Select the '''Outgoing Deliveries''' tab.
⚫
# Save the delivery.

{{Note|1=You can also start this flow from an existing supply order. The supply order fills in the name, the source location, the destination, and the tags for you.}}

=== 2. Start a new delivery ===

⚫
Click '''Create Delivery'''.

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

Complete the fields in the form.

{| class="wikitable"
|-
! Components
! What it captures
|-
| Name
⚫
| The name of the delivery.
|-
| Note
| More information about the delivery. This field is optional.
|-
| Deliver From
| The location that supplies the stock.
|-
| Destination
| The location that receives the stock. This field defaults to the current location.
|}

If you start from a supply order, Care fills in these fields. Confirm the '''Deliver From''' location. Confirm the '''Destination''' location.

=== 4. Create the delivery ===

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


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

Care creates a Draft internal supply delivery. Add delivered items before completing it.
* Care creates the supply delivery with the status Draft.
* The delivery shows in the '''Outgoing Deliveries''' tab of the source location.
* You can now add the delivered items to the delivery.


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