UC1 - Create a Purchase Order (PO) manually

Description	Manually create a purchase order for a vendor. Products are manually selected and added to PO with desired order quantity. Once PO has been filled out print and/or send the PO to vendor.
Actor	Inventory Manager, Inventory Staff, Tech, Pharmacy Manager
Privileges	Search Screen Access, PO Screen Access, PO Edit, Create Product PO can only be created and edited by employees associated with the ordering unit. Optional - Limit PO items to unit’s pre-associated inventory list
Triggers	None
Preconditions	Hospital Unit, Vendor, and products already exists
Steps	Basic Workflow Alternate Flow 3A – Use picklist to select from a predefined list of products Alternate Flow 3B – Create a new product and add to PO. Alternate Flow 3C – Use barcode scanner to select product.
Post Conditions	Once a PO is marked as “Send E-PO/Mark as Sent”, changing the PO’s status to “Sent”, elevated privileges are needed to edit the PO’s details.
Proposed Changes	Add more navigation button/workflow Cancel PO Button – return to search if working on a new un-save PO. Cancelling a PO if already saved. Confirming Action. Back to search button Eliminate the “Printed PO” and “Working” status for POs. PO is either “New” meaning it is still being created/edited or “Sent” indicating that the PO has been sent to vendor and waiting delivery. Picklist – ability to quickly add items to a PO from predefined list of products list of products pre-associated to the vendor of the PO Update product selector to search by alternate IDs like synonyms
Specifications	Purchase Order Search Screen Purchase Order Details Screen Purchase Order Details Screen - Picklist Dialog

\uD83D\uDCD4 Basic Workflow

Access the purchase order search screen and click the “New PO” button.
Choose a vendor, enter PO details, and save PO.
Select product and enter desired order quantity.
Save changes and click the “Send E-PO/Mark as Sent” button.
Print PO

1️⃣ Alternate Workflow 3A – Use picklist to select from a predefined list of products

Click “Picklist” button
Select picklist – Either from vendor list or predefined list
Enter desired quantity for item you want to add and then click “Post” to add them to the PO.

2️⃣ Alternate Flow 3B – Create a new product and add to PO

Click “+” icon on new PO item line. Enter product details and save new product.
Enter desired quantity

3️⃣ Alternate Flow 3C – Use barcode scanner to select product

Place cursor in the product name field and scan barcode