Inventory Request Form

To enter an Inventory Request, begin by clicking  on the top right of your Dashboard

• Choose your Item Type from the drop down, then choose your Inventory Item
• Once you have selected your Inventory Item a new window appears for you to enter the following
  1. Quantity
  2. Destination Location
  3. Source Location
  4. Then, click Save

You can additionally enter a comment into the Comments field

• To add another Inventory Item, simply repeat the steps above
• Once your Inventory Request is complete, click Submit

Your request will now go to  status

To give permissions to a Sub-Admin or Admin User to Manage Inventory Requests, go to Settings>Basic>Users

• Choose a User and click Edit
• Go to User Access Permissions and in the Permission grid, check the box Manage Inventory
• Then, underneath the Permissions grid a new item will appear that says Can Manage Inventory Requests, and check the box

To give permissions to a regular User in Work Order Management to make Inventory Requests, go to Settings>Basic>Users

• Choose a User and click Edit
• Go to User Access Permissions and check the box for Can User Create Inventory Requests?

All Inventory Requests appear in the left Navigation Bar as  and the workflow is as follows

• Once on the Pending Tab, click the plus sign  to the left of each Inventory Request to see what inventory is requested and the quantity of each
• You can click Edit, Decline or Approve
• If Approve, the Inventory Request moves to the Approved Tab
• Once on the Approved Tab, click the Details button
• Then, click on  to start working on completing the Inventory Request
• Enter your Work Time, then click Complete
• This workflow can be seen and done from the Dashboard grid as well

You can also Print your Inventory Request

After clicking the Print button, the printable form appears and then click Print again: