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Flows/Receive and complete 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=Receive and complete a supply delivery
|title=Receive and complete a supply delivery
|summary=This flow describes how to approve a supply delivery, confirm the delivered items at the receiving location, and complete the delivery in Care.
|summary=Receive and complete an internal delivery so Care moves stock between locations.
|order=3
|order=3
|introduced=3.0
|introduced=3.0
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|reference=References/Supply Delivery
|reference=References/Supply Delivery
}}
}}

== Overview ==

This flow describes how to approve a [[Concepts/Supply Delivery|supply delivery]], confirm the delivered items at the receiving location, and complete the delivery in Care.

== Pre-requisites ==

* You created the supply delivery, and it lists the items that you send. See [[Flows/Add delivered items to a supply delivery|Add delivered items to a supply delivery]].
* You are a member of the facility that dispatches or receives the delivery.
* You have the permissions listed below.

== Permissions ==

{| class="wikitable"
|-
! Permission
! Access
|-
| Can Create Supply Delivery on Facility
| Lets you approve, confirm, and complete a supply delivery. Facility Admin and Admin have this permission.
|}


== Steps ==
== Steps ==

# Open the supply delivery and confirm its source, destination, and items.
=== 1. Open the supply delivery ===
# Mark it Pending when ready for receipt.

# Confirm the quantities received at the destination.
# Go to the Inventory screen of the dispatching location or the receiving location.
⚫
# Set the status to '''Completed'''.
# Select '''To Dispatch''' to see '''Outgoing Deliveries'''.
# Select '''To Receive''' to see '''Incoming Deliveries'''.
# Select the supply delivery that you want to receive.

=== 2. Approve the supply delivery ===

# Select '''Mark as Approved'''.
# Care moves the supply delivery from Draft to Pending.

=== 3. Confirm the delivered items ===

# Confirm each item in the supply delivery at the receiving location.
# Record the condition of each item as Normal or Damaged.

=== 4. Complete the supply delivery ===

# Select '''Mark as Completed'''.
# Care deducts the stock from the [[Concepts/Inventory Item|inventory item]] of the source location.
# Care adds the stock to the inventory item of the destination location.


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

Care subtracts the delivered quantities from source inventory and adds them to destination inventory.
⚫
* The supply delivery status is Completed.
* The stock of the source location decreases by the delivered quantity.
* The stock of the destination location increases by the delivered quantity.


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

Latest revision as of 17:23, 14 August 2026

flowsupplyCARE 3.0+

Overview

This flow describes how to approve a supply delivery, confirm the delivered items at the receiving location, and complete the delivery in Care.

Pre-requisites

  • You created the supply delivery, and it lists the items that you send. See Add delivered items to a supply delivery.
  • You are a member of the facility that dispatches or receives the delivery.
  • You have the permissions listed below.

Permissions

Permission Access
Can Create Supply Delivery on Facility Lets you approve, confirm, and complete a supply delivery. Facility Admin and Admin have this permission.

Steps

1. Open the supply delivery

  1. Go to the Inventory screen of the dispatching location or the receiving location.
  2. Select To Dispatch to see Outgoing Deliveries.
  3. Select To Receive to see Incoming Deliveries.
  4. Select the supply delivery that you want to receive.

2. Approve the supply delivery

  1. Select Mark as Approved.
  2. Care moves the supply delivery from Draft to Pending.

3. Confirm the delivered items

  1. Confirm each item in the supply delivery at the receiving location.
  2. Record the condition of each item as Normal or Damaged.

4. Complete the supply delivery

  1. Select Mark as Completed.
  2. Care deducts the stock from the inventory item of the source location.
  3. Care adds the stock to the inventory item of the destination location.

Expected Outcome

  • The supply delivery status is Completed.
  • The stock of the source location decreases by the delivered quantity.
  • The stock of the destination location increases by the delivered quantity.

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