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Requisitions

  1. To create a ‘STOCK REQUISITION’, click on ‘STOCK ORDERS’.
  2. Click on ‘REQUISITION’, on the drop box.

  1. Click on ‘STOCK REQUISITION’ button.

  1. Enter the Item you want to request for in the ‘INSERT NAME’.

  1. Click on the drop box under ‘SOURCE’, to select the source Stock Location which you want to request the item from.

  1. Select the ‘DATE’ on which you need the item, by clicking on the ‘DATE’ icon.

  1. After completing all fields, click on ‘ADD ITEMS’.

  1. Click on the ‘DEPARTMENT’ drop box to select the department.

  1. Type in the item is the ‘SEARCH ITEM’ field.
  2. Click on the ‘SEARCH’ icon.

  1. The items will be listed below.
  2. Select the quantity below.

  1. Click on ‘CREATE REQUISITION’ button.

  1. The tab will appear at the top showing that the requisition was successfully created.
  2. To add additional notes, click on ‘NOTES’.
  3. You can print by clicking on the ‘PRINT’ button.
  4. To save a template, click ‘SAVE TEMPLATE’.
  5. If you want to delete the requisition, click on ‘DELETE’ button.
  6. To complete the requisition, click ‘PLACE REQUISITION’.

  1. After creating requisition, click on the ‘CLOSE’ icon.

  1. The ‘PLACED’ requisitions will be displayed below.
  2. The ‘COMPLETED’ requisitions will be listed under the below tab.
  3. To view the ‘TEMPLATE’ requisitions, click on the tab below.
  4. The ‘REJECTED’ requisitions, can be viewed under the below tab.

 

STEP-BY-STEP BREAKDOWN

  1. To create a ‘STOCK REQUISITION’, click on ‘STOCK ORDERS’.
  2. Click on ‘REQUISITION’, on the drop box.
  3. Click on ‘STOCK REQUISITION’ button.
  4. Enter the Item you want to request for in the ‘INSERT NAME’.
  5. Click on the drop box under ‘SOURCE’, to select the source Stock Location which you want to request the item from.
  6. Select the ‘DATE’ on which you need the item, by clicking on the ‘DATE’ icon.
  7. After completing all fields, click on ‘ADD ITEMS’.
  8. Click on the ‘DEPARTMENT’ drop box to select the department.
  9. Type in the item is the ‘SEARCH ITEM’ field.
  10. Click on the ‘SEARCH’ icon.
  11. The items will be listed below.
  12. Select the quantity below.
  13. Click on ‘CREATE REQUISITION’ button.
  14. The tab will appear at the top showing that the requisition was successfully created.
  15. To add additional notes, click on ‘NOTES’.
  16. You can print by clicking on the ‘PRINT’ button.
  17. To save a template, click ‘SAVE TEMPLATE’.
  18. If you want to delete the requisition, click on ‘DELETE’ button.
  19. To complete the requisition, click ‘PLACE REQUISITION’.
  20. After creating requisition, click on the ‘CLOSE’ icon.
  21. The ‘PLACED’ requisitions will be displayed below.
  22. The ‘COMPLETED’ requisitions will be listed under the below tab.
  23. To view the ‘TEMPLATE’ requisitions, click on the tab below.
  24. The ‘REJECTED’ requisitions, can be viewed under the below tab.