Retail: Requests

Retail: Requests




Key Takeaways:

Purpose of Requests in Yellow Dog
  1. Allows users (with limited permissions) to request products without creating orders or transfers themselves.
  2. Useful for associates who need items ordered or transferred.

Creating a Request
  1. User selects a location (e.g., team store).
  2. Adds purpose/notes (e.g., “to impress prospects”).
  3. Sets a required “Need By” date.
  4. Chooses whether the request is for a purchase or a transfer from existing stock.
  5. Adds detailed instructions and notes if needed.
  6. Searches and selects items (e.g., JMU items) and specifies quantities.
  7. Commits the request (at this stage, nothing is processed—it's just a requisition).

Viewing and Printing Requests
  1. Requests can be viewed in different formats (with pictures, lists, etc.).
  2. Option to print as a pick list for warehouse staff.

Notifications
  1. Manual step in the client: must click to send email notification.
  2. In mobile, emails are sent automatically.
  3. Client version sends a PDF attachment with the request.
  4. Mobile version places the request in the email body (no PDF).

Processing Requests
  1. After submission, requests can be converted into:
    1. A PO (Purchase Order) if items need to be bought.
    2. A Transfer if items are coming from existing stock.
  2. If items aren’t available, only partial fulfillment is possible.

Lifecycle Tracking
  1. Requests move through statuses (e.g., “requested” → “transferred”).
  2. Users can see what was fulfilled, what was denied, and final status.

Explore Further



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