Flows/Create 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 create a purchase order for a location in a facility. The new order starts as a Draft.

Pre-requisites

You are a member of the facility that requests the supplies.
Your facility has the location that receives the supplies.
Care holds a record of the vendor or distributor that supplies the items.
You have the permissions listed below.

Permissions

Permission	Access
Can Create Supply Request on Facility	Lets you create a purchase order for a location in the facility. Facility Admin, Admin, Staff, Doctor, and Nurse have this permission.

Steps

1. Open the purchase orders of a location

Open the facility.
Select a location.
Select Inventory.
Select Purchase Orders.

2. Start a new order

Select Create Order.

3. Enter the order details

Complete the form.

Components	What it captures
Name	The name of the purchase order.
Note	More information about the order. This field is optional.
Intent	The level of commitment of the order.
Category	The type of supplies that you request.
Priority	The urgency of the order.
Reason	The reason for the order.
Vendor/Distributor	The external supplier organization that provides the items.
Destination	The location that receives the items. Care sets the current location by default. Confirm the value, or select a different location.

📝 Note

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

4. Create the order

Create the order. Care saves the order with the status Draft.

Expected Outcome

Care creates the purchase order with the status Draft.
The order shows in the purchase orders list of the location.
The order has no items yet. Add the items in a separate step.

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

@@ Line 3: / Line 3: @@
 |domain=supply
 |title=Create a purchase order
-|summary=Create a purchase order for a location; the new order starts as Draft.
+|summary=This flow describes how to create a purchase order for a location in a facility. The new order starts as a Draft.
 |order=1
 |introduced=3.0
@@ Line 9: / Line 9: @@
 |reference=References/Supply Request
 }}
+== Overview ==
+This flow describes how to create a [[Concepts/Purchase Order|purchase order]] for a location in a facility. The new order starts as a Draft.
+== Pre-requisites ==
+* You are a member of the facility that requests the supplies.
+* Your facility has the location that receives the supplies.
+* Care holds a record of the vendor or distributor that supplies the items.
+* You have the permissions listed below.
+== Permissions ==
+{| class="wikitable"
+|-
+! Permission
+! Access
+|-
+| Can Create Supply Request on Facility
+| Lets you create a purchase order for a location in the facility. Facility Admin, Admin, Staff, Doctor, and Nurse have this permission.
+|}
 == Steps ==
-# Open the facility, select a location, then select '''Inventory''' and '''Purchase Orders'''.
-# Select '''Create Order'''.
-# Enter the name, note, intent, category, priority, reason, vendor/distributor, and destination.
-# Create the order.
+=== 1. Open the purchase orders of a location ===
-{{Note|1=Which fields are mandatory depends on your deployment's configuration.}}
+# Open the facility.
+# Select a location.
+# Select '''Inventory'''.
+# Select '''Purchase Orders'''.
+=== 2. Start a new order ===
+Select '''Create Order'''.
+=== 3. Enter the order details ===
+Complete the form.
+{| class="wikitable"
+|-
+! Components
+! What it captures
+|-
+| Name
+| The name of the purchase order.
+|-
+| Note
+| More information about the order. This field is optional.
+|-
+| Intent
+| The level of commitment of the order.
+|-
+| Category
+| The type of supplies that you request.
+|-
+| Priority
+| The urgency of the order.
+|-
+| Reason
+| The reason for the order.
+|-
+| Vendor/Distributor
+| The external supplier organization that provides the items.
+|-
+| Destination
+| The location that receives the items. Care sets the current location by default. Confirm the value, or select a different location.
+|}
+{{Note|1=Which fields are mandatory depends on your deployment’s configuration.}}
+=== 4. Create the order ===
+Create the order. Care saves the order with the status Draft.
 == Expected Outcome ==
-Care creates a Draft purchase order with no items. Add requested items separately.
+* Care creates the purchase order with the status Draft.
+* The order shows in the purchase orders list of the location.
+* The order has no items yet. Add the items in a separate step.
 {{Navbox supply}}