Flows/View a purchase order: Difference between revisions

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Latest revision as of 17:21, 14 August 2026

flowsupplyCARE 3.0+

Overview

This flow describes how to open a purchase order in Care and read its details. You can also print a copy of the order.

Pre-requisites

You are a member of the facility that places the order.
Someone created a purchase order for a location in that facility.
You have the permissions listed below.

Permissions

Permission	Access
Can Read Supply Request	Lets you open a purchase order and read its details.

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

Steps

1. Open the location inventory

Go to the facility. Select the location. Select Inventory.

2. Open the purchase orders list

Select Purchase Orders. Care shows the purchase orders for the location.

3. Open the purchase order

Select the purchase order that you want to read. Care opens the purchase order page.

4. Read the purchase order details

The purchase order page shows these details.

Components	What it shows
Name	The name of the purchase order.
Note	The note that the user added to the order.
Intent	The intent of the order.
Category	The category of the order.
Priority	The priority of the order.
Reason	The reason for the order.
Vendor	The vendor that supplies the items.
Destination	The location that receives the items.
Status	The current status of the order.

The page also shows the requested items. Each item shows the requested quantity, the dispatched quantity, and the remaining quantity.

5. Print the purchase order

Select Print. Care creates a printable copy of the purchase order.

Expected Outcome

Care shows the purchase order details and its requested items.
Care creates a printable copy of the purchase order when you select Print.

Concept: Concepts/Purchase Order
Reference: References/Supply Request

@@ Line 3: / Line 3: @@
 |domain=supply
 |title=View a purchase order
-|summary=View a purchase order, its status, vendor, destination, and requested items.
+|summary=This flow describes how to open a purchase order in Care and read its details. You can also print a copy of the order.
 |order=3
 |introduced=3.0
@@ Line 9: / Line 9: @@
 |reference=References/Supply Request
 }}
+== Overview ==
+This flow describes how to open a [[Concepts/Purchase Order|purchase order]] in Care and read its details. You can also print a copy of the order.
+== Pre-requisites ==
+* You are a member of the facility that places the order.
+* Someone created a purchase order for a location in that facility.
+* You have the permissions listed below.
+== Permissions ==
+{| class="wikitable"
+|-
+! Permission
+! Access
+|-
+| Can Read Supply Request
+| Lets you open a purchase order and read its details.
+|}
+Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.
 == Steps ==
-# Open the facility and select the destination location.
+=== 1. Open the location inventory ===
-# Select '''Inventory''' and '''Purchase Orders'''.
-# Search or filter the list, then open an order.
+Go to the facility. Select the location. Select '''Inventory'''.
-# Review its details, requested items, and current status.
+=== 2. Open the purchase orders list ===
+Select '''Purchase Orders'''. Care shows the purchase orders for the location.
+=== 3. Open the purchase order ===
+Select the purchase order that you want to read. Care opens the purchase order page.
+=== 4. Read the purchase order details ===
+The purchase order page shows these details.
+{| class="wikitable"
+|-
+! Components
+! What it shows
+|-
+| Name
+| The name of the purchase order.
+|-
+| Note
+| The note that the user added to the order.
+|-
+| Intent
+| The intent of the order.
+|-
+| Category
+| The category of the order.
+|-
+| Priority
+| The priority of the order.
+|-
+| Reason
+| The reason for the order.
+|-
+| Vendor
+| The vendor that supplies the items.
+|-
+| Destination
+| The location that receives the items.
+|-
+| Status
+| The current status of the order.
+|}
+The page also shows the requested items. Each item shows the requested quantity, the dispatched quantity, and the remaining quantity.
+=== 5. Print the purchase order ===
+Select '''Print'''. Care creates a printable copy of the purchase order.
 == Expected Outcome ==
-Care shows the complete purchase order. If permitted, use Edit to change its details or status.
+* Care shows the purchase order details and its requested items.
+* Care creates a printable copy of the purchase order when you select '''Print'''.
 {{Navbox supply}}