Add Delivery to Stocking List
- Rick Eggleston (Unlicensed)
This functionality is new as of version 4.1.
After Receiving a Purchase Order Delivery, the Delivery can be added to the Stocking List for later processing, or the Delivery Items can be ‘Auto-Stocked’.
In order to have access to Add a Delivery to the Stocking List:
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:
How to Add a Purchase Order Delivery to the Stocking List:
Navigate to the ‘Purchase Order Details’ screen → ‘PO Delivery’ tab for a Purchase Order Delivery that has not been ‘Completed’.
Refer to Start Delivery.
'Purchase Order Details' screen → 'PO Delivery' tab → 'Mark Delivery Complete' buttonThe Purchase Order Status is ‘Sent’; AND,
The ‘Mark Delivery Complete’ button is enabled.
After specifying the ‘Received Qty’ for the Delivery Items,
Click the ‘Mark Delivery Complete’ button.
The ‘Complete Delivery’ dialog will open.
'Complete Delivery' dialogSelect the ‘Add Delivery to Stocking List’ option.
Click the ‘Complete Delivery’ button to complete the Delivery and return to the ‘Purchase Order Details’ screen → ‘PO Delivery’ tab; OR,
Click the ‘Cancel’ button to close the dialog and return to the ‘Purchase Order Details’ screen → ‘PO Delivery’ tab without completing the Delivery.
Click the ‘Start Stocking’ button to open the ‘Inventory Stocking’ screen; OR,
Navigate to the ‘Inventory Stocking’ screen from the Navigation Menu.
Select the ‘Unit’ (Inventory Area), and ‘PO Delivery’ option.
Select the row the represents the Purchase Order Delivery.
Click the ‘Start Stocking’ to close the dialog and open the ‘Inventory Stocking’ screen for the selected Purchase Order Delivery; OR,
Click the ‘Cancel’ button to close the dialog and open the blank ‘Inventory Stocking’ screen.
Refer to Start Stocking (Purchase Order).
