Inventory Requests list
Inventory request
Home → Warehouse module → Inventory Request
Overview
The current interface allows you to create new inventory requests, view the list of previously created requests for the various periods and their results, and manage the request statuses.
Also, the interface displays the request items, their quantity, sent qty, purchase qty
Inventory Request page allows you to switch between two modes.
Requests mode shows the preview of inventory requests with general information
Request items mode displays all items related to every request number
Requests mode is default
Inventory Requests → Requests mode description
1.Top filters and buttons:
- - a checkbox is available by permission viewAll. Ticked check-box ALL allows you to see entries created by other users.
Not ticked check-box ALL allows you to see entries created only by yourself
- - mode switch
- - the button allows the quick creation of new request
- - quick search by the requirement number
- - quick search by ID
- - available two options for selection Creation/ Required. “Creation” is selected by default
- - From/To date picker
- - Date range selector
2.Additional filters and buttons:
- - Search/Refresh button
- - New Cake Request button
- - by clicking the Clear Filters button you can return to the default page view
- - the Delete button allows you to remove requests
- - Filters - the button hides additional fields that allow you filtering entries by the next parameters:
by “Delivery location”
by “Req. department” - the department that requested the inventory
by “Delivery department”
by “Statuses” - specify necessary statuses or select/ unselect all by clicking the button
3. The table description you will find below:
Column name | Description |
ID | request ID |
Requirement No | request number |
Posting Date | date the inventory request was created |
Requested By | department who requested the inventory |
Posted by | user who requested the inventory |
Location | place of inventory |
Department | department of inventory |
Required Date | date of inventory |
Status | inventory request status |
Qty Items | sent quantity from the total quantity |
Also, you have an opportunity to view the list of request items by clicking the required value of Qty Items columns. Entry format: # product name + sent qty/qty + unit
Inventory requests → Request Items mode description
1.Top filters and buttons:
- - mode switch
- - quick search by request ID
- - Date type selector
- From/To date picker
- - Date range selector
2.Additional filters and buttons:
All buttons have the same functionality as in Requests mode. Except for filters bar
Flexible filters can be combined with each other to provide you the most precise data that you need
by “Order location”
by “Delivery location”
by “Supplier”
- filtered request items without Linked Purchase Order
3. The table description you will find below:
Column name | Description |
Request ID | request inventory ID |
Description | item description |
Name | product name |
Purchase Unit | purchase unit (packaging) |
Purchase Qty | purchase quantity (number of packages) |
Qty | number of pieces in the package |
Unit | pieces unit |
Sent Qty | quantity items with linked move orders |
Linked Qty | quantity items with linked purchase orders (LPO) |
Received | ✓ a checkmark appears in case of LPO creation |
4.Suppliers list and Quick Search
Filtered request items (products) by Supplier
Manuals
How to create a new Inventory Request
AWERY system allows the creation of a new request in a few ways :
- Press button from Requests/Request Items modes - the New Cake Request tab will be opened in the next line New Inventory Request
- The Auto Request button allows you to create a New Cake Request. After clicking the button the side-bar will be opened. Field Location is obligatory. For quick creation use the button Apply - the created request can be edited later. Or click Apply and open - the created request will open in the next tab and you can immediately start editing the request
How to edit the Inventory Request
- To change the inventory request data, please double click the required entry. Request will be opened in the next line. Confirm updates by clicking the Save button. This option is available from both tabs
How to delete the Inventory Request
- In case you have permission canDelete the button Delete is visible
To delete an entry, select it using the check-box opposite the request and click Delete. This function is possible only from the Requests mode
- Confirm or cancel the action in the dialog box
Permissions
Permission | Description |
canDelete | allows user to delete chosen request from the list of requests |
viewAll | allows user to see all of the requests ever created by any other user, not only requests created by |