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 |
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|title=Create a supply delivery |
|title=Create a supply delivery |
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|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. |
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|summary=Create an internal delivery between two locations in the same facility. |
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|order=1 |
|order=1 |
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|introduced=3.0 |
|introduced=3.0 |
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|reference=References/Supply Delivery |
|reference=References/Supply Delivery |
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== Overview == |
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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. |
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== Pre-requisites == |
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* You are a member of the facility that sends the stock. |
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* Your facility has the source location and the destination location. |
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* If you start from a [[Concepts/Supply Order|supply order]], someone raised that order at your facility. |
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* You have the permissions listed below. |
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== Permissions == |
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{| class="wikitable" |
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|- |
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! Permission |
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! Access |
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|- |
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| Can Create Supply Delivery on Facility |
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| Lets you create a supply delivery for the facility. Facility Admin and Admin have this permission. |
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|} |
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== Steps == |
== Steps == |
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| ⚫ | |||
=== 1. Open the outgoing deliveries list === |
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| ⚫ | |||
# Enter the name, note, source location, destination, and optional supply order. |
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| ⚫ | |||
| ⚫ | |||
{{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.}} |
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=== 2. Start a new delivery === |
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| ⚫ | |||
=== 3. Enter the delivery details === |
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Complete the fields in the form. |
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{| class="wikitable" |
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|- |
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! Components |
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! What it captures |
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|- |
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| Name |
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| ⚫ | |||
|- |
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| Note |
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| More information about the delivery. This field is optional. |
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|- |
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| Deliver From |
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| The location that supplies the stock. |
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|- |
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| Destination |
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| The location that receives the stock. This field defaults to the current location. |
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|} |
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If you start from a supply order, Care fills in these fields. Confirm the '''Deliver From''' location. Confirm the '''Destination''' location. |
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=== 4. Create the delivery === |
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Create the delivery. Care saves the delivery with the status Draft. |
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== Expected Outcome == |
== Expected Outcome == |
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Care creates a Draft internal supply delivery. Add delivered items before completing it. |
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* Care creates the supply delivery with the status Draft. |
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* The delivery shows in the '''Outgoing Deliveries''' tab of the source location. |
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* You can now add the delivered items to the delivery. |
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{{Navbox supply}} |
{{Navbox supply}} |
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