Flows/Add delivered items to a purchase delivery: Difference between revisions

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Latest revision as of 17:22, 14 August 2026

flowsupplyCARE 3.0+

Overview

This flow describes how to add the delivered items to a purchase delivery in Care. Each item records the product, the quantity, and the condition of the goods.

Pre-requisites

You created the purchase delivery at your facility. See Create a purchase delivery.
The purchase delivery is not Completed, Abandoned, or Entered in Error.
You have the permissions listed below.

Permissions

Permission	Access
Can Create External Supply Delivery on Facility	Lets you add delivered items to a purchase delivery at the facility. Facility Admin and Admin have this permission.

Steps

1. Open the purchase delivery

Open the purchase delivery that you want to update.

📝 Note

If you start the delivery from a purchase order, Care can load the requested items of that order automatically.

2. Start a new item

Click Add Item.

3. Select the product

Select the product that the supplier delivers. Select an existing product instance, or create a new product instance for a new batch.

For a new product instance, enter the values below.

Components	What it captures
Lot Number	The batch number of the delivered goods.
Expiration Date	The date on which the batch expires.
Purchase Price	The price that you pay for the product.
Pack Size	The number of units in one pack.

4. Enter the delivered quantity

Enter the quantity that the supplier delivers. You can enter the pack quantity and the pack size instead.

5. Enter the charges and the condition

Enter the tax amount and the discount amount for the item. Select the condition of the delivered goods: Normal or Damaged.

📝 Note

Which fields are mandatory depends on your deployment’s configuration.

6. Save the item

Save the item. Repeat the steps above for each delivered product.

Expected Outcome

Care adds the item to the purchase delivery.
The purchase delivery shows each delivered product, its quantity, and its condition.

Concept: Concepts/Purchase Delivery
Reference: References/Supply Delivery

@@ Line 3: / Line 3: @@
 |domain=supply
 |title=Add delivered items to a purchase delivery
+|summary=This flow describes how to add the delivered items to a purchase delivery in Care. Each item records the product, the quantity, and the condition of the goods.
-|summary=Record products, quantities, prices, taxes, discounts, and condition on a purchase delivery.
 |order=2
 |introduced=3.0
@@ Line 9: / Line 9: @@
 |reference=References/Supply Delivery
 }}
+== Overview ==
+This flow describes how to add the delivered items to a [[Concepts/Purchase Delivery|purchase delivery]] in Care. Each item records the product, the quantity, and the condition of the goods.
+== Pre-requisites ==
+* You created the purchase delivery at your facility. See [[Flows/Create a purchase delivery|Create a purchase delivery]].
+* The purchase delivery is not Completed, Abandoned, or Entered in Error.
+* You have the permissions listed below.
+== Permissions ==
+{| class="wikitable"
+|-
+! Permission
+! Access
+|-
+| Can Create External Supply Delivery on Facility
+| Lets you add delivered items to a purchase delivery at the facility. Facility Admin and Admin have this permission.
+|}
 == Steps ==
-# Open the Draft purchase delivery and select '''Add Item'''.
+=== 1. Open the purchase delivery ===
-# Select a product, or create a product instance for a new batch.
-# Enter quantity, pack quantity, pack size, purchase price, tax, discount, and condition.
+Open the purchase delivery that you want to update.
-# Save and repeat for other delivered products.
+{{Note|1=If you start the delivery from a purchase order, Care can load the requested items of that order automatically.}}
+=== 2. Start a new item ===
+Click '''Add Item'''.
+=== 3. Select the product ===
+Select the [[Concepts/Product|product]] that the supplier delivers. Select an existing product instance, or create a new product instance for a new batch.
+For a new product instance, enter the values below.
+{| class="wikitable"
+|-
+! Components
+! What it captures
+|-
+| Lot Number
+| The batch number of the delivered goods.
+|-
+| Expiration Date
+| The date on which the batch expires.
+|-
+| Purchase Price
+| The price that you pay for the product.
+|-
+| Pack Size
+| The number of units in one pack.
+|}
+=== 4. Enter the delivered quantity ===
+Enter the quantity that the supplier delivers. You can enter the pack quantity and the pack size instead.
+=== 5. Enter the charges and the condition ===
+Enter the tax amount and the discount amount for the item. Select the condition of the delivered goods: '''Normal''' or '''Damaged'''.
+{{Note|1=Which fields are mandatory depends on your deployment’s configuration.}}
+=== 6. Save the item ===
+Save the item. Repeat the steps above for each delivered product.
 == Expected Outcome ==
-Care lists the delivered items. Stock changes only when the delivery is completed.
+* Care adds the item to the purchase delivery.
+* The purchase delivery shows each delivered product, its quantity, and its condition.
 {{Navbox supply}}