Purchase Order
Definition
A purchase order in Care records a request to buy stock from an outside vendor for your facility. It bundles one or more requested items under a single order. Each requested item names a product and a quantity.
Care uses one order mechanism for two purposes. A purchase order names an external vendor and asks that vendor for stock. A supply order names an internal source location and asks another location in the same facility for stock. Both types use the same fields, the same statuses, and the same screens. A purchase order always names an external supplier.
Key Attributes
| Components | What it captures |
|---|---|
| Name | The name of the order. This field is required. |
| Note | Extra information about the order. This field is optional. |
| Intent | How firm the order is. This field is required. |
| Category | The kind of stock that you order. This field is required. |
| Priority | How urgent the order is. This field is required. |
| Reason | Why you place the order. This field is required. |
| Vendor/Distributor | The external supplier organization that you order from. This field is required. |
| Destination | The facility location that the goods are for. This field is required, and it defaults to your current location. |
Intent
Intent records how firm the order is. Select one of these values:
- Proposal
- Plan
- Directive
- Order
- Original Order
- Reflex Order
- Filler Order
- Instance Order
Category
Category records the kind of stock that you order. Select one of these values:
- Central
- Nonstock
Priority
Priority records how urgent the order is. Select one of these values:
- Routine
- Urgent
- ASAP
- STAT
Reason
Reason records why you place the order. Select one of these values:
- Patient Care
- Ward Stock
Requested items
You add requested items after you create the order. Each requested item records these details:
- The product that you request
- The quantity
Status
| Status | Description |
|---|---|
| Draft | You started the order, but it is not ready to send. |
| Pending | The order waits for the vendor to supply the goods. |
| Completed | The order is finished. |
| Abandoned | The order stopped before the vendor supplied the goods. |
| Entered in Error | Someone recorded the order by mistake. |
Relationships
- A purchase order does not create a delivery. To record the stock that arrives, create a purchase delivery as a separate step.
- A purchase delivery can reference the purchase order that it fulfills. Care then fills in the details of the delivery from that order.
- A requested item names a catalog entry, not a specific stocked batch. For more information, see the Product concept.
Permissions
Care controls purchase orders with facility-scoped permissions.
| Permission | Roles | What it allows |
|---|---|---|
| Can Create Supply Request on Facility | Facility Admin, Admin, Staff, Doctor, Nurse | Create or edit a purchase order and its requested items. |
| Can Read Supply Request | Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, Pharmacist | View a purchase order. |
Note: Care has no separate approve action or complete action for a purchase order. To change the status, edit the order.
Related
- Flow: Create a purchase order
- Flow: Add items to a purchase order
- Flow: View a purchase order
- Flow: Update the status of a purchase order
- Concept: Supply Order
- Concept: Purchase Delivery
- Concept: Product