Inventory Requests

Learn how to create and manage formal requests for materials and track them through their lifecycle.

Overview​

The Inventory Requests feature provides a structured way to request materials needed at specific locations. This formal process helps:

• Manage inventory distribution efficiently
• Track demand patterns across locations
• Ensure materials are available when needed
• Maintain accountability and traceability

Key Features​

• Structured Workflow: Requests move through defined stages (Pending → Approved/Rejected)
• Status Tracking: Monitor request progress from creation to fulfillment
• Validation: System ensures requests are valid and complete
• History: Maintain full audit trail of all request changes
• Archiving: Preserve request records for future reference

Request Status Types​

Pending​

• Initial status for new requests
• Awaiting review by authorized personnel
• Can be approved, rejected, or cancelled

Approved​

• Request has been reviewed and accepted
• Triggers fulfillment process
• Status change is permanent

Rejected​

• Request was reviewed but not approved
• Includes optional rejection reasons
• Status change is permanent

Cancelled​

• Request cancelled by creator
• Only possible for pending requests
• Status change is permanent

Creating a Request​

1. Access requests:

   • Click "Inventory" on the landing page
   
   • Select "Inventory" from menu
   
   • Click "Requests" submenu
   

2. Start new request:

   • Click "+ New Request"
   

3. Enter request details:

   

   Required Fields​

   Field	Description
   Material	Select the specific material needed - must be a valid material in the system
   Quantity	Specify amount needed - must be greater than zero
   Location	Choose delivery location - must be a valid location in the system
   Due Date	Specify when material is needed - helps prioritize request processing

   Optional Fields​

   Field	Description
   Notes	Additional context about why the material is needed
   Priority	Indicate urgency level for processing
   Reference	Link to related documents or orders

4. Submit the request:

   • Review all details for accuracy
   • Click "Submit" to create the request
   • System validates all required fields
   • Request is created with Pending status

The request will be created and appear in your requests list with its current status

Best Practices​

Creating Requests​

• Be specific about the exact material needed
• Provide clear context in the notes field
• Plan ahead with realistic due dates
• Double-check quantities and locations
• Include relevant reference information

Managing Requests​

• Review pending requests regularly
• Process urgent requests promptly
• Document reasons for rejections
• Monitor request patterns
• Archive completed requests

Request Monitoring​

• Track requests by status
• Analyze frequently requested materials
• Review location demand patterns
• Measure fulfillment times
• Identify recurring needs