MANSOQ Inventory
Create a purchase delivery
This flow describes how to create a purchase delivery for a location in a facility. The delivery starts as a Draft. Pre-requisites - You are a member of the facility that receives the delivery. - Your facility has the location that receives the…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to create a purchase delivery for a location in a facility. The delivery starts as a Draft.
Pre-requisites
- You are a member of the facility that receives the delivery.
- Your facility has the location that receives the delivery.
- If you start from a purchase order, someone created that purchase order at your facility.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Create External Supply Delivery on Facility | Lets you create a purchase delivery for a location in the facility. Facility Admin and Admin have this permission. |
Steps
1. Open the inventory of the location
Open the facility. Select the location that receives the delivery. Select Inventory. Go to the external deliveries area.
2. Start the delivery
Click Create Delivery.
Note: You can also start the delivery from an existing purchase order. MANSOQ fills the name, the vendor, the destination, and the tags for you. MANSOQ locks the destination.
3. Enter the delivery details
| Components | What it captures |
|---|---|
| Name | The name of the delivery. |
| Note | More information about the delivery. This field is optional. |
| Vendor/Distributor | The vendor or distributor that supplies the items. |
| Destination | The location that receives the items. MANSOQ sets the current location by default. |
If you start from a purchase order, check the filled values.
4. Create the delivery
Create the delivery. MANSOQ saves the delivery with the status Draft.
Expected Outcome
- MANSOQ creates the purchase delivery with the status Draft.
- The delivery contains no items. You add the items in a separate step.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.