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Version: 3.1

Add delivered items to a purchase delivery

Overview​

This flow describes how to add the delivered items to a purchase delivery in Care. Each item records the product, the quantity, and the condition of the goods.

Pre-requisites​

  • You created the purchase delivery at your facility. See Create a purchase delivery.
  • The purchase delivery is not Completed, Abandoned, or Entered in Error.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Create External Supply Delivery on FacilityLets you add delivered items to a purchase delivery at the facility. Facility Admin and Admin have this permission.

Steps​

1. Open the purchase delivery​

Open the purchase delivery that you want to update.

Note: If you start the delivery from a purchase order, Care can load the requested items of that order automatically.

2. Start a new item​

Click Add Item.

3. Select the product​

Select the product that the supplier delivers. Select an existing product instance, or create a new product instance for a new batch.

For a new product instance, enter the values below.

ComponentsWhat it captures
Lot NumberThe batch number of the delivered goods.
Expiration DateThe date on which the batch expires.
Purchase PriceThe price that you pay for the product.
Pack SizeThe number of units in one pack.

4. Enter the delivered quantity​

Enter the quantity that the supplier delivers. You can enter the pack quantity and the pack size instead.

5. Enter the charges and the condition​

Enter the tax amount and the discount amount for the item. Select the condition of the delivered goods: Normal or Damaged.

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

6. Save the item​

Save the item. Repeat the steps above for each delivered product.

Expected Outcome​

  • Care adds the item to the purchase delivery.
  • The purchase delivery shows each delivered product, its quantity, and its condition.

Concepts:

Flows: