Create a purchase order

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

1. Open the facility.
2. Select a location.
3. Select Inventory.
4. 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

Concepts:

• Purchase Order

Flows:

• Add items to a purchase order
• View a purchase order