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.

1.  Permission to Purchasing 
   
2. Permission to view and edit Requests
   

Create a Request

1. Go to Purchasing > Requests. 
   
2. Select Create New Request.
   
3. Select the Store.
   
1. Requests are not Vendor-specific.
   

If you select the incorrect Store, close the Request editor and start over.

       4. Add items using one of the following options:

1. Add Items – Select items from the standard item lookup screen.
   
2. Add Items From – Add items based on Par Levels, Sessions, Item Lists, or other predefined sources
   

      5. Enter the required Quantity for each item

      6.  Select Commit.

Convert a Request

You can convert a committed Request into a Purchase Order or Transfer.

1. Highlight the Request.

2. Select Convert To > Purchase Order or Convert To > Transfer.

3. If items are associated with multiple Vendors, repeat this process to generate a separate Purchase Order for each Vendor.

4. Review and update:

   • Item quantities

   • Vendor prices (if applicable)

   • Commit Date

5. Complete any additional additional required fields.

6. 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.

• Export
  
  Exports the document in available formats.                                                                                                                                                                                                                                                               
  

This option is available only after the document is committed.

 

 

Retail Order Desk

503- Order Desk

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