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Version: 3.1

Edit a product instance

Overview​

This flow describes how to change the details of a product instance at a facility.

Pre-requisites​

  • Someone added the product instance at the facility.
  • You are a member of the facility.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Create Product on FacilityLets you add and edit product instances at the facility. Facility Admin and Admin have this permission.

Steps​

1. Open the facility settings​

Go to the facility.

Click Settings.

2. Open the product​

Click Products.

Click the product that you want to change.

3. Start the edit​

Click Edit.

4. Change the details​

Change the fields that you want to update.

ComponentsWhat it captures
StatusThe current state of the product instance.
Lot NumberThe manufacturer lot number of the product instance.
Expiration DateThe date after which you cannot use the product instance.
Standard Pack SizeThe quantity in one standard pack.
Purchase PriceThe price that the facility paid for the product instance.
Charge Item DefinitionThe charge item definition that Care links to the product instance.

Note: You cannot change the product knowledge that the product instance is based on.

Note: There is no delete action. To remove a product instance from use, set the Status to Inactive or Entered in Error.

5. Save the changes​

Click Save.

Expected Outcome​

  • Care saves the new details of the product instance.
  • The product page shows the updated details.

Concepts:

Flows: