How To: Create an Inventory Request
Requests allow team members to notify supervisors that product is needed without creating purchasing documents. This supports internal purchasing controls while ensuring outlet needs are communicated clearly.
- Permission to Purchasing
- Permission to view and edit Requests
Create a Request
- Go to Purchasing >
Requests.
- Select
Create New Request.
- Select
the Store.
- Requests are not
Vendor-specific.
- Add
Items – Select items from the standard item lookup screen.
- Add
Items From – Add items based on Par Levels, Sessions, Item Lists, or other
predefined sources
Convert a Request
You can convert a committed Request into a Purchase Order or Transfer.
Highlight the Request.
Select Convert To > Purchase Order or Convert To > Transfer.
If items are associated with multiple Vendors, repeat this process to generate a separate Purchase Order for each Vendor.
Review and update:
Item quantities
Vendor prices (if applicable)
Commit Date
Complete any additional additional required fields.
Select Commit.
Request Fields and Options
Top of the Request
Reference / Description / Notes
Optional text fields. Information entered here carries forward when the document is converted.Need By
Indicates when the requested product is needed.
Right-Side Actions
Remove Line Item
Removes selected line(s).Edit Item
Opens the item editor for the selected line.Edit Related Item
Opens the item editor for a related item (for example, an alternate purchasing size).Replace Item
Replaces the inventory item while preserving other line properties and document references.Create New Item List
Creates an Item List from the document items. Quantities are included if present.Split Line
Adds the same item to the document multiple times. Useful when applying different quantities.Round Quantities
Rounds fractional quantities up or down.Scheduled Price Change
Moves selected items into a Scheduled Retail Change.Related Documents
Opens documents connected to the current Request.
Bottom Actions
Print
Prints the document.Print Labels
Prints labels for items. The number of labels matches the document quantity.Commit
Finalizes the Request.Email History
Displays a record of emails sent from this document.Create Order Desk Worksheet
Generates an Order Desk Worksheet using the items on the Request.Attached Files
Uploads scanned or PDF copies to the document record.Links
Associates a URL with the document.- ExportExports the document in available formats.
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