UC3 - Generate POs based on product list, multiple vendors

Description	User associated to a hospital unit manually selects a list of products to reorder, then generates multiple purchase orders based on product’s selected vendor.
Actor	Inventory Manager, Inventory Staff, Tech, Pharmacy Manager
Privileges	Product Reorder Screen Add/Edit Purchase Orders
Triggers	None
Preconditions	Hospital Unit Setup Set as Purchase Order Unit PO can only be created and edited by employees associated with the ordering unit. Limit PO items to hospital unit’s pre-associated inventory list Limit PO items to current vendor product setup Vendor Product Vendor Product Setup
Steps	Basic Workflow Alternate Flow 2A - Changing to an alternate vendor for a product Alternate Flow 1A - Use picklist to select from a predefined list of products Alternate Flow 1B - Use barcode scanner to select product
Post Conditions	1 or more POs are created per vendor in the “New” status, that can then be modified and completed from the PO screen.
Proposed Changes	Unit Dropdown will be limited to Hospital Units designated as “Purchase Order Units” and the users is association to, with PO creation rights. Limit products that can be selected to generate the list, are based on the unit to product association. Generated List is for the selected unit. So multiple units can have separate lists to work off of at the same time. Picklist – ability to quickly add items to the list. Only use/show active products and vendors. Add report and custom report options. Add vendor and product alerts Highlight and flag products that are below critical levels.
Specifications	Product Reorder Screen

\uD83D\uDCD4 Basic Workflow

Access the product reorder screen, select inventory unit. Then select products and quantities.
Once all products have been selected, use the “Create P.O.” button to generate POs in the new status.
From the PO search screen, the new POs can be found by in the “New” status with a PO date of today. To finish modifying and sending PO see Use Case 1.

1️⃣ Alternate Workflow 2A – Changing to an alternate vendor for a product

Select the alternate vendor from the dropdown list.

2️⃣ Alternate Workflow 1A - Use picklist to select from a predefined list of products

Click “Picklist” button and select picklist from dropdown.
Enter desired quantity for item you want to add and then click “Post” to add them to the list.

3️⃣ Alternate Flow 1B - Use barcode scanner to select product

Place cursor in the product name field and scan barcode