Flows/Edit a product instance: 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 change the details of a 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

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

1. Open the facility settings

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.

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

You cannot change the product knowledge that the product instance is based on.

📝 Note

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

Care saves the new details of the product instance.
The product page shows the updated details.

Concept: Concepts/Product
Reference: References/Product

@@ Line 3: / Line 3: @@
 |domain=supply
 |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
 |introduced=3.0
@@ Line 11: / Line 11: @@
 == 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 ==
-# 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 ==
-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}}