Flows/Create a purchase delivery: Difference between revisions

|summary=This flow describes how to create a purchase delivery for a location in a facility. The delivery starts as a Draft.

== Overview ==

This flow describes how to create a [[Concepts/Purchase Delivery|purchase delivery]] for a location in a facility. The delivery starts as a Draft.

== Pre-requisites ==

* You are a member of the facility that receives the delivery.

* Your facility has the location that receives the delivery.

* If you start from a purchase order, someone created that [[Concepts/Purchase Order|purchase order]] at your facility.

* You have the permissions listed below.

== Permissions ==

{| class="wikitable"

|-

! Permission

! Access

|-

| Can Create External Supply Delivery on Facility

| Lets you create a purchase delivery for a location in the facility. Facility Admin and Admin have this permission.

|}

=== 1. Open the inventory of the location ===

Open the facility. Select the location that receives the delivery. Select '''Inventory'''. Go to the external deliveries area.

=== 2. Start the delivery ===

Click '''Create Delivery'''.

{{Note|1=You can also start the delivery from an existing purchase order. Care fills the name, the vendor, the destination, and the tags for you. Care locks the destination.}}

=== 3. Enter the delivery details ===

{| class="wikitable"

|-

! Components

! What it captures

|-

| Name

| The name of the delivery.

|-

| Note

| More information about the delivery. This field is optional.

|-

| Vendor/Distributor

| The vendor or distributor that supplies the items.

|-

| Destination

| The location that receives the items. Care sets the current location by default.

|}

If you start from a purchase order, check the filled values.

=== 4. Create the delivery ===

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

* Care creates the purchase delivery with the status Draft.

* The delivery contains no items. You add the items in a separate step.