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Info

This functionality is new as of version 4.01.

Excerpt
nameAdd Delivery Item

When receiving deliveries, a Delivery the Purchase Order Items that are in the Delivery, must be added to the the ‘Purchase Order Details’ screen → 'Delivery' tab.

Purchase Order Items can be added to a Delivery one at a time; or, by clicking the ‘Add All Items’ button; or, by scanning Barcodes.

Tip

In order to have access to Add Delivery Items:

One of the following must apply:

  • The User is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege; OR,

  • The User is a member of a Security Role that is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege.

  • Refer to:

...

To Add Individual Items to a Delivery:

  1. Navigate to the 'Purchase Order Details' screen → 'Delivery' tab.

    'Purchase Order Details' screen - 'Delivery' tab - Add Items to a Delivery

  2. Add individual Delivery Items by doing one of the following:

    1. Enter the Product Line and Sequence Number; OR,

    2. Select the Purchase Order Item from the 'Description' drop-down list.

  3. If an incomplete Delivery is not available, add one by clicking the ‘Start New Receiving’ button on the 'Purchase Order Details' screen → 'Purchase Order' tab.

    'Purchase Order Details' screen - 'Purchase Order' tab - 'Start New Receiving' button

    1. An incomplete Delivery will not have ‘(Auto Stocked)’ in the tab label.

      1. Refer to

      Start New Receiving

      1. Receive Delivery.