Retail: Requests
Request Overview (4 min)
Key Takeaways:
Purpose of Requests in Yellow Dog
- Allows users (with limited permissions) to request products without creating orders or transfers themselves.
- Useful for associates who need items ordered or transferred.
Creating a Request
- User selects a location (e.g., team store).
- Adds purpose/notes (e.g., “to impress prospects”).
- Sets a required “Need By” date.
- Chooses whether the request is for a purchase or a transfer from existing stock.
- Adds detailed instructions and notes if needed.
- Searches and selects items (e.g., JMU items) and specifies quantities.
- Commits the request (at this stage, nothing is processed—it's just a requisition).
Viewing and Printing Requests
- Requests can be viewed in different formats (with pictures, lists, etc.).
- Option to print as a pick list for warehouse staff.
Notifications
- Manual step in the client: must click to send email notification.
- In mobile, emails are sent automatically.
- Client version sends a PDF attachment with the request.
- Mobile version places the request in the email body (no PDF).
Processing Requests
- After submission, requests can be converted into:
- A PO (Purchase Order) if items need to be bought.
- A Transfer if items are coming from existing stock.
- If items aren’t available, only partial fulfillment is possible.
Lifecycle Tracking
- Requests move through statuses (e.g., “requested” → “transferred”).
- Users can see what was fulfilled, what was denied, and final status.
Explore Further
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