Flows/View stock levels at a location: Difference between revisions

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Latest revision as of 17:20, 14 August 2026

flowsupplyCARE 3.0+

Overview

This flow describes how to view the current stock levels of every inventory item at a storage location in a facility.

Pre-requisites

You are a member of the facility.
The facility has a storage location that holds stock.
You have the permissions listed below.

Permissions

Permission	Access
Can Read Inventory Item	Lets you view the inventory items and stock levels at a location.

Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.

Steps

1. Open the facility services

Go to the facility. Click Services.

2. Select the storage location

Select the storage location that you want to check.

3. Open the inventory

Click View Inventory. Care shows every product in stock at the location.

The list shows these details for each product:

Components	What it shows
Net Content	The quantity of the product in stock.
Status	The status of the inventory item: Active, Inactive, or Entered in Error.
Expiration Date	The date when the product expires.
Batch / Lot Number	The batch or lot number of the product.
Price	The price of the product.

4. Filter the list

Filter the list by catalog entry to see one product only. Filter the list by status to see Active, Inactive, or Entered in Error items.

5. Sort the list

Sort the list by quantity. Select low to high, or high to low.

6. Open a product

Select a product to see its details.

📝 Note

This page is read-only. You cannot add, remove, or adjust stock here. Stock changes only when you receive a purchase delivery, receive a supply delivery, or dispense medicine to a patient.

Expected Outcome

You see the current stock level, status, expiration date, batch or lot number, and price of every product at the location.

Concept: Concepts/Inventory Item
Reference: References/Inventory Item

@@ Line 3: / Line 3: @@
 |domain=supply
 |title=View stock levels at a location
-|summary=View the current stock levels and batch details at a facility location.
+|summary=This flow describes how to view the current stock levels of every inventory item at a storage location in a facility.
 |order=1
 |introduced=3.0
@@ Line 11: / Line 11: @@
 == Overview ==
-View the [[Concepts/Inventory Item|inventory items]] held at one facility location. Care calculates these quantities from completed deliveries and dispenses.
+This flow describes how to view the current stock levels of every [[Concepts/Inventory Item|inventory item]] at a storage location in a facility.
+== Pre-requisites ==
+* You are a member of the facility.
+* The facility has a storage location that holds stock.
+* You have the permissions listed below.
+== Permissions ==
+{| class="wikitable"
+|-
+! Permission
+! Access
+|-
+| Can Read Inventory Item
+| Lets you view the inventory items and stock levels at a location.
+|}
+Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.
 == Steps ==
-# Open the facility and select the location.
+=== 1. Open the facility services ===
-# Select '''Inventory'''.
-# Open '''Stock''' to view products, batches, expiry dates, prices, status, and net content.
+Go to the facility. Click '''Services'''.
-# Search or filter the list as needed.
+=== 2. Select the storage location ===
+Select the storage location that you want to check.
+=== 3. Open the inventory ===
+Click '''View Inventory'''. Care shows every product in stock at the location.
+The list shows these details for each product:
+{| class="wikitable"
+|-
+! Components
+! What it shows
+|-
+| Net Content
+| The quantity of the product in stock.
+|-
+| Status
+| The status of the inventory item: Active, Inactive, or Entered in Error.
+|-
+| Expiration Date
+| The date when the product expires.
+|-
+| Batch / Lot Number
+| The batch or lot number of the product.
+|-
+| Price
+| The price of the product.
+|}
+=== 4. Filter the list ===
+Filter the list by catalog entry to see one product only. Filter the list by status to see Active, Inactive, or Entered in Error items.
+=== 5. Sort the list ===
+Sort the list by quantity. Select low to high, or high to low.
+=== 6. Open a product ===
+Select a product to see its details.
+{{Note|1=This page is read-only. You cannot add, remove, or adjust stock here. Stock changes only when you receive a purchase delivery, receive a supply delivery, or dispense medicine to a patient.}}
 == Expected Outcome ==
-Care shows the current calculated stock at the selected location. Stock cannot be adjusted manually from this page.
+* You see the current stock level, status, expiration date, batch or lot number, and price of every product at the location.
 {{Navbox supply}}