Edit or retire a catalog entry

Overview

This flow describes how to change the details of a product catalog entry, and how to retire an entry that your facility no longer uses.

Pre-requisites

• Someone added the catalog entry to the product catalog of your facility.
• You have the permissions listed below.

Permissions

Permission	Access
Can Create Product Knowledge on Facility	Lets you create and edit product catalog entries at the facility.

Facility Admin and Admin have this permission.

Steps

1. Open the product catalog

1. Go to the facility.
2. Click Settings.
3. Click Product Knowledge.

2. Open the catalog entry

1. Find the entry that you want to change.
2. Click the entry to open it.

3. Edit the details

1. Click Edit.
2. Change the fields that you want to update.

Components	What it captures
Name	The name of the product.
Slug	The short reference for the product.
Product Type	The type of the product.
Category	The category of the product.
Code	The code of the product.
Base Unit	The unit that Care uses to count the product.
Status	The current state of the catalog entry.
Alternate Identifier	An additional identifier for the product.
Alternate names	Other names for the same product.
Storage guidelines	The storage instructions for the product.

Note: Which fields are mandatory depends on your deployment's configuration.

4. Save the changes

1. Save the entry.

5. Retire the entry

Care does not remove a catalog entry. If you no longer use a product, retire the entry.

1. Open the catalog entry.
2. Click Delete.
3. Care sets the Status of the entry to Retired.

Expected Outcome

• The catalog entry shows the updated details.
• A retired entry has the status Retired, and stays in the catalog.

Related

Concepts:

• Product

Flows:

• Add a product to the catalog
• Add a product instance