Material Requests
Gonçalo Fortes avatar
Written by Gonçalo Fortes
Updated over a week ago

On this article we will cover how you can request and deliver materials to your production and between your multiple warehouses.
We will cover 3 main aspects of the process:

  1. How to Create a Material Request;

  2. How to Deliver a Material Request;

  3. How to keep track and manage your Material Requests;

  4. How to change their states and bulk Material Request actions

Note: This article is focused on explaining on how to create, manage and deliver Material Requests using the Back-Office.

1) Create a Material Request

You can find the screen to create your first material request under the Inventory tab, as you can see below

After you enter the screen, in order to to a Material Request, you should click on the "Add Material Request" button, like you see below:

Create Material Request

After that, you will be prompted to the materials request screen, where you'll be able to create and specify the request.

You need to provide a code and a Due Date. The Requested Date will be filled automatically but you can edit that timestamp if you want.

You must also assign the Material Request to a worker, ir order to log the person who requested the material.

After that you can select the Products, and the quantities, that you want to request.
When you finalize your request you can Save the Material Request.

2) Deliver a Material Request

After the Material Request is created, you need to open it again in order to Deliver the Materials.
After you open the request you should now see a button called: 'Deliver Material'

Clicking on the Button will prompt you to the screen to select which Materials you will deliver.

Here you can select, with the checkbox on the left which materials you are delivering, their quantity, location and lot.

On the right you have some additional information on how much materials are still left to be delivered, and how much stock you have your inventory.

After confirming the delivery you should see the following confirmation screen.

3) Manage and track the status of a Material Request

After the Materials are delivered you can keep track of the progress of the delivery back on the main screen.

4) States and bulk Material Request actions

When a Material Request is fulfilled it stops showing up on your tablet, but you can also change its state in the back office.

By default, Material Requests have 3 different states: Open - default state (shows up on the tablet if not completed), Closed or Archived, you can use the buttons to filter Material Requests by state.

You can also change their state in bulk in this menu, by pressing one of them you open up the option of bulk editing.
You can select one, multiple or all and press the button under 'Bulk edit' to change their state accordingly.

You can also perform this action individually in in the action buttons on the right side.

If you need any help or clarification regarding 'Material Requests', feel free to reach out to us through our Live Chat feature or directly through your CSM!

Need help? Request a Prodsmart expert to contact you here.

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