MANSOQ Inventory
Receive and complete a purchase delivery
This flow describes how to approve a purchase delivery, record the goods you receive, and complete the delivery in MANSOQ. When you complete the delivery, MANSOQ updates the stock counts of the inventory items at the destination location.…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to approve a purchase delivery, record the goods you receive, and complete the delivery in MANSOQ. When you complete the delivery, MANSOQ updates the stock counts of the inventory items at the destination location.
Pre-requisites
- You created the purchase delivery, and you added the delivered items to it. See Add delivered items to a purchase delivery.
- The purchase delivery is in the Draft status.
- You have the permission listed below.
Permissions
| Permission | Access |
|---|---|
| Can Create External Supply Delivery on Facility | Lets you approve, receive, and complete a purchase delivery at the facility. Facility Admin and Admin have this permission. |
Steps
1. Open the purchase delivery
Open the purchase delivery that you want to receive.
2. Approve the delivery
Click Mark as Approved. MANSOQ moves the delivery from Draft to Pending.
3. Record the goods you receive
Wait until the goods arrive at the destination location. Mark the delivery as received. Confirm the condition of each item. Select Normal or Damaged for each item.
4. Complete the delivery
Click Mark as Completed. MANSOQ updates the stock counts of the inventory items at the destination location.
Note: If the delivery is linked to a patient, the delivery is a medication return. MANSOQ then creates a refund invoice and reversed charge items on the billing account of that patient.
Expected Outcome
- The purchase delivery is in the Completed status.
- The stock counts of the inventory items at the destination location show the goods you receive.
- Each delivered item shows the condition that you confirm: Normal or Damaged.
- For a delivery that is linked to a patient, the billing account of that patient shows a refund invoice and reversed charge items.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.