Create a kit shipment to a site
Set the supply levels once in Settings > Inventory, then click Create Shipment on the Inventory page, choose the site and quantity, check the preview and click Create shipment. The kits are in transit until the site receives them.
Where to find it
Inventory > Create Shipment
Before you start
- The Inventory & IMP Management module is switched on (switch modules on or off).
- The kit list is loaded and the destination site is activated.
Set the supply settings (once per study)
Open Settings > Inventory.
Under Site supply, set Initial shipment quantity per site, Resupply trigger level and Buffer stock.
Under Kit packaging and Dispensing defaults, describe the kit and how many kits go out per dispensing.
Click Save inventory settings.
Fields marked "Not set - required for Create Shipment" must be filled before anyone can ship.
Create the shipment
Open Inventory and click Create Shipment (or Create shipment in the Resupply needed box).
Pick the Destination site.
Sites that are not activated are greyed out.
Choose the Quantity basis: the initial shipment from the study settings, a number of participants to cover, or a target stock level at the site.
Optionally enter a Shipment reference. Capture creates one if you leave it empty.
Check the preview: kits to ship, site stock after receipt, expiry range and kit numbers.
Click Create shipment.
The kits move to In Transit until the site receives the shipment.
Common messages
| Message | What to do |
|---|---|
| "Site is not activated" | Activate the site first (add and activate sites). |
| "Shipment blocked — missing study supply settings" | Fill the missing fields in Settings > Inventory. |
| "No balanced set of kits is available in the depot for this request" | There are not enough kits of every treatment in the depot. Load more kits or ship a smaller quantity. |
| No Create Shipment button | Creating shipments needs both inventory management and shipment rights; by default this is the Study Owner. |
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Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.