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Flows/Receive and complete a supply delivery: Difference between revisions

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Create version 3.1 supply flow from docs commit 38d3e1f (via create-page on MediaWiki MCP Server)
 
Expand flow to faithfully mirror version 3.1 MDX at 38d3e1f (via update-page on MediaWiki MCP Server)
 
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|domain=supply
|domain=supply
|title=Receive and complete a supply delivery
|title=Receive and complete a supply delivery
|summary=This flow describes how to approve a supply delivery, confirm the delivered items at the receiving location, and complete the delivery in Care.
|summary=Receive and complete an internal delivery so Care moves stock between locations.
|order=3
|order=3
|introduced=3.0
|introduced=3.0
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|reference=References/Supply Delivery
|reference=References/Supply Delivery
}}
}}

== Overview ==

This flow describes how to approve a [[Concepts/Supply Delivery|supply delivery]], confirm the delivered items at the receiving location, and complete the delivery in Care.

== Pre-requisites ==

* You created the supply delivery, and it lists the items that you send. See [[Flows/Add delivered items to a supply delivery|Add delivered items to a supply delivery]].
* You are a member of the facility that dispatches or receives the delivery.
* You have the permissions listed below.

== Permissions ==

{| class="wikitable"
|-
! Permission
! Access
|-
| Can Create Supply Delivery on Facility
| Lets you approve, confirm, and complete a supply delivery. Facility Admin and Admin have this permission.
|}


== Steps ==
== Steps ==

# Open the supply delivery and confirm its source, destination, and items.
=== 1. Open the supply delivery ===
# Mark it Pending when ready for receipt.

# Confirm the quantities received at the destination.
# Go to the Inventory screen of the dispatching location or the receiving location.
⚫
# Set the status to '''Completed'''.
# Select '''To Dispatch''' to see '''Outgoing Deliveries'''.
# Select '''To Receive''' to see '''Incoming Deliveries'''.
# Select the supply delivery that you want to receive.

=== 2. Approve the supply delivery ===

# Select '''Mark as Approved'''.
# Care moves the supply delivery from Draft to Pending.

=== 3. Confirm the delivered items ===

# Confirm each item in the supply delivery at the receiving location.
# Record the condition of each item as Normal or Damaged.

=== 4. Complete the supply delivery ===

# Select '''Mark as Completed'''.
# Care deducts the stock from the [[Concepts/Inventory Item|inventory item]] of the source location.
# Care adds the stock to the inventory item of the destination location.


== Expected Outcome ==
== Expected Outcome ==

Care subtracts the delivered quantities from source inventory and adds them to destination inventory.
⚫
* The supply delivery status is Completed.
* The stock of the source location decreases by the delivered quantity.
* The stock of the destination location increases by the delivered quantity.


{{Navbox supply}}
{{Navbox supply}}