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 |
|
Triggers |
|
Preconditions |
|
Steps | |
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 |
|
Specifications |
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
Alternate Workflow 3A – Use picklist to select from a predefined list of products
Click “Picklist” button
Select picklist – Default List is the active products with the selected vendor as the default for the product. This list is auto generated. The other pick lists can be created from previous orders.
Enter desired quantity for item you want to add and then click “Post” to add them to the PO.
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.
Alternate Flow 3C – Use barcode scanner to select product
Place cursor in the product name field and scan barcode. Product name, synonyms, and alternate IDs can be used to search for products
Alternate Flow 3D - Edit vendor product details
Alternate Flow 1A - Add new vendor
Click “+” icon next to vendor