Save Pull

This functionality is new as of version 4.1.

The Inventory Pull can be saved in order to return at a later time for completion. After saving the Inventory Pull none of the Inventory will be updated. The final step of the Inventory Pull is to ‘Complete Inventory Pull’, which will update the Inventory in the Source Inventory Locations.

In order to have access to Pull Inventory for a Transfer Request:

One of the following must apply:

The User is assigned to the Source Inventory Area (Hospital Unit), and has the 'Inventory' Elevated Privilege; OR,
The User is a member of a Security Role that is assigned to the Source Inventory Area (Hospital Unit), and has the 'Inventory' Elevated Privilege.
Refer to:
- About Elevated Privileges
- Configure Inventory Elevated Privilege

To Save and Complete a Transfer Request Inventory Pull:

Navigate to the ‘Inventory Pull’ screen.
1. Refer to Start Pull (Transfer Request).
  'Inventory Pull' screen → 'Save' button
Click the ‘Save’ button to save changes.
1. The process won’t be complete until the ‘Complete Inventory Pull’ button is clicked.
Click the ‘Complete Inventory Pull’ button to complete the Inventory Pull and update the Inventory in the Source Inventory Area.
The ‘Please Confirm’ popup will appear.
'Inventory Transfer Pull' screen → 'Complete Inventory Pull' button → 'Confirm Inventory Pull' popup
Click the ‘Yes’ button to confirm; OR,
1. The Inventory Transfer Request Status will be updated to ‘Received’ - as long as all Incoming Quantities have been ‘Received’ or partially ‘Cancelled’.
Click the ‘No’ button to cancel the operation and close the popup.