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Flows/Edit a product instance: Difference between revisions

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Create version 3.1 supply flow from docs commit 38d3e1f (via create-page on MediaWiki MCP Server)
 
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|domain=supply
|domain=supply
|title=Edit a product instance
|title=Edit a product instance
|summary=Update a facility's stocked product batch.
|summary=This flow describes how to change the details of a product instance at a facility.
|order=4
|order=4
|introduced=3.0
|introduced=3.0
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== Overview ==
== Overview ==

Update the editable details of a product batch. Its catalog entry cannot be changed.
This flow describes how to change the details of a [[Concepts/Product|product]] instance at a facility.

== Pre-requisites ==

* Someone added the product instance at the facility.
* You are a member of the facility.
* You have the permissions listed below.

== Permissions ==

{| class="wikitable"
|-
! Permission
! Access
|-
| Can Create Product on Facility
| Lets you add and edit product instances at the facility. Facility Admin and Admin have this permission.
|}


== Steps ==
== Steps ==

# Open the facility's product catalog and the relevant catalog entry.
# Open the product instance and select '''Edit'''.
=== 1. Open the facility settings ===

# Change its status, lot number, expiration date, pack size, purchase price, or charge item definition.
# Save the changes.
Go to the facility.

Click '''Settings'''.

=== 2. Open the product ===

Click '''Products'''.

Click the product that you want to change.

=== 3. Start the edit ===

Click '''Edit'''.

=== 4. Change the details ===

Change the fields that you want to update.

{| class="wikitable"
|-
! Components
! What it captures
|-
| Status
| The current state of the product instance.
|-
| Lot Number
| The manufacturer lot number of the product instance.
|-
| Expiration Date
| The date after which you cannot use the product instance.
|-
| Standard Pack Size
| The quantity in one standard pack.
|-
| Purchase Price
| The price that the facility paid for the product instance.
|-
| Charge Item Definition
| The charge item definition that Care links to the product instance.
|}

{{Note|1=You cannot change the product knowledge that the product instance is based on.}}

{{Note|1=There is no delete action. To remove a product instance from use, set the Status to '''Inactive''' or '''Entered in Error'''.}}

=== 5. Save the changes ===

Click '''Save'''.


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

Care updates the product instance. Set the status to Inactive or Entered in Error when it should no longer be used.
* Care saves the new details of the product instance.
* The product page shows the updated details.


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