Flows/Create a purchase order
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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.
Related
- Concept: Concepts/Purchase Order
- Reference: References/Supply Request