Raise a supply request
Overview
This flow describes how to raise a supply request from one location to another location in the same facility. Care creates the request as a draft order.
Pre-requisites
- You are a member of the facility.
- The facility has more than one location, because you request stock from another location.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Create Supply Request on Facility | Lets you raise a supply request in the facility. Facility Admin, Admin, Staff, Doctor, and Nurse have this permission. |
Steps
1. Open the inventory of the location
- Open the facility.
- Select the location that needs the stock.
- Select Inventory.
2. Open the requests you raised
- Select To Receive.
- Select the Requests Raised tab.
3. Start a new request
Click Raise Stock Request.
4. Fill in the request details
Complete the form fields.
| Components | What it captures |
|---|---|
| Name | The name of the supply request. |
| Note | More information about the request. This field is optional. |
| Intent | The level of authority of the request, for example a proposal or an order. |
| Category | The type of supply that you request. |
| Priority | The urgency of the request. |
| Reason | Why you raise the request. |
| Deliver From | The location that supplies the stock. Select another location in the same facility. |
| Destination | The location that receives the stock. Care sets the current location by default. |
Note: Which fields are mandatory depends on your deployment's configuration.
5. Create the request
Create the supply request. Care saves the request with the status Draft.
Expected Outcome
- Care creates the supply request and shows it in the Requests Raised tab.
- The supply request has the status Draft.
- The supply request has no items yet. Add the items in a separate step.
Related
Concepts:
Flows: