Review requisitions
What are requisitions?
A requisition is sent by a rep from the app (Inventory → + New movement → Goods request) when they need more items on their van, and can be marked urgent. The office reviews and approves it on the dashboard. This feature depends on your plan.
Reviewing requisitions
- Open Requisitions under Management in the sidebar.
- Filter by rep or status, or show urgent requests only.
- Open a requisition to see the rep, warehouse, creation date and notes, and its lines: product, unit, quantity requested, the quantity available in the warehouse, and whether it is in stock or short.
- If it is fine, click Approve.
Requisition statuses
- Open: sent by the rep and not yet approved.
- Approved: approved by the office.
A requisition can only be approved while it is Open. Approving it notifies the rep.
How does it relate to stock?
Approval alone moves no stock. Stock reaches the van when the rep records a loading in the app, and is deducted from the warehouse then. So check the warehouse balance before approving, in Inventory → Warehouse Stock.
On the dashboard
The Open Requisitions indicator on the Dashboard shows how many requests are waiting for action.
Note
The dashboard has no reject or cancel step at the moment, and a requisition is not marked fulfilled automatically when the rep loads. If a request is not suitable, contact the rep.