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Add a product to the catalog

This flow describes how to add a product to the catalog of a facility in MANSOQ. A catalog entry defines a product that the facility can stock and use. Pre-requisites - You are a member of the facility. - You know the category that the product…

3.1 · versioned documentation · 2 min read

Overview

This flow describes how to add a product to the catalog of a facility in MANSOQ. A catalog entry defines a product that the facility can stock and use.

Pre-requisites

Permissions

Permission Access
Can Create Product Knowledge on Facility Lets you add a catalog entry for the facility. Facility Admin and Admin have this permission.

Note: Only a superuser can add a global catalog entry that belongs to no facility.

Steps

1. Open the product knowledge settings

Open the facility.

Click Settings.

Click Product Knowledge.

2. Browse to the category

Browse to the category that the product belongs to.

3. Start the new catalog entry

Click Add Product Knowledge.

4. Complete the form

Complete the form fields.

Components What it captures
Name The name of the product. This field is required.
Slug A short unique code for the product. This field is required.
Product Type The type of the product: Medication, Nutritional Product, or Consumable. This field is required.
Category The category that the product belongs to. This field is required.
Code A standard code for the product. This field is optional.
Base Unit The unit that measures the product, for example tablet or millilitre. This field is required.
Status The status of the product. This field is required, and defaults to Active.
Alternate Identifier Another identifier for the product. This field is optional.
Alternate names Other names for the product. This field is optional.
Storage guidelines The storage instructions for the product. This field is optional.

5. Save the catalog entry

Save the form.

Expected Outcome

Related

Concepts:

Flows:

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.