Request inbound

Use a request inbound when stock needs approval before it moves. A request goes through these statuses:

1. Requested: someone creates the request.
2. Approved or Rejected: a manager reviews it.
3. Confirmed: when the stock arrives, someone enters the actual quantities and confirms. Only then does stock change.

Good to know

Creating a request needs the Request permissions. Approving, rejecting and confirming need Request management permission.

Create a request

1. Open Request inbound

   In the sidebar, under Management, click Request inbound, then click Add New.

   

   The Request inbound list

2. Fill in the request information

   Field	What to enter
   Request type *	Import vendor to warehouse, Return from warehouse to vendor, or Distribution from warehouse to retail location.
   Code	Filled in for you. Click the refresh button for a new one, or type your own.
   From *	Where the stock comes from: a vendor or a warehouse, depending on the type.
   Invoice date *	Defaults to now.
   To *	Where the stock goes.

3. Add the materials

   Under Material details, choose a Material, its Measure, the Quantity and the Unit cost. Click Add Item for each extra material. To add many lines at once, click Upload and use the sample Excel file.

   

   Create request inbound

   Note

   When stock comes from a warehouse, you can only request up to the quantity in stock.

4. Create

   Click Create. The request appears in the list with the status Requested.

Approve or reject a request

Click ⋮ on the request, then Show.

Check the details, then click Approve or Reject.

A request waiting for approval

Confirm what arrived

When the stock arrives, open the approved request. Enter the Actual quantity for each material. It can differ from what was requested. Then click Confirm.

An approved request ready to confirm

Done

Stock is updated with the actual quantities, and the request status becomes Confirmed.

Other actions

• Edit and Delete are available only while a request is Requested.
• Download transaction downloads the request as a file.