Materials Request: Approving a Material Request
Last Updated: August 30, 2023
The request will be routed to the Warehouse Supervisor to check if the materials requested are still within the plan and that stocks are available. Upon checking, the request can result in one of the three possible scenarios below depending on the availability of materials in the warehouse.
If all requested materials are available in the warehouse inventory, the request can be approved for a full release to the site.
If some of the requested materials are available in the inventory, the request can be approved for a partial release by proceeding with the available materials and creating a purchase request for the remaining unavailable quantity. (i.e., 3 bags of cement are requested but only 2 bags in the inventory are available),
If all requested materials are unavailable in the warehouse inventory, the request for these materials leads to a purchase request.
Upon validating the availability of the requested materials in the inventory, below are the steps to approve a material request:
On the Steer Dashboard, the Material Request will show under Tasks. Click on the Materials Request.
On the Materials Request form under the Warehouse Validation section, all requested materials are shown alongside their requested quantity.
Check your Inventory Master Record for the quantity of the requested materials to see each of their availability.
Depending on the availability of the materials, do the following per material in the form:
Once all details are updated accordingly, add any Remarks if necessary.
Approve the request by scrolling back up and clicking the Approve button.
Once the request is approved by Warehouse, any quantity of materials entered on Purchase Request Quantity will be forwarded to Purchasing to initiate the purchase order process. Meanwhile, those that were tagged as For Releasing can be processed through Materials Releasing.
Next Article: Purchase Request: Creating a Purchase Request
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Checking the Availability of Materials in the Inventory
The request will be routed to the Warehouse Supervisor to check if the materials requested are still within the plan and that stocks are available. Upon checking, the request can result in one of the three possible scenarios below depending on the availability of materials in the warehouse.
If all requested materials are available in the warehouse inventory, the request can be approved for a full release to the site.
If some of the requested materials are available in the inventory, the request can be approved for a partial release by proceeding with the available materials and creating a purchase request for the remaining unavailable quantity. (i.e., 3 bags of cement are requested but only 2 bags in the inventory are available),
If all requested materials are unavailable in the warehouse inventory, the request for these materials leads to a purchase request.
Instructions:
Upon validating the availability of the requested materials in the inventory, below are the steps to approve a material request:
On the Steer Dashboard, the Material Request will show under Tasks. Click on the Materials Request.
On the Materials Request form under the Warehouse Validation section, all requested materials are shown alongside their requested quantity.
Check your Inventory Master Record for the quantity of the requested materials to see each of their availability.
Depending on the availability of the materials, do the following per material in the form:
| Scenario | Instructions |
|---|---|
| SCENARIO 1: All materials are available in the inventory | 1. Tick the checkbox of the material. |
| 2. Enter the maximum requested amount to the For Releasing Quantity field (i.e., if the material’s requested quantity is 10, enter 10 in the material’s For Releasing Quantity field). |
| Scenario | Instructions |
|---|---|
| SCENARIO 2: Not all materials are available in the inventory | 1. Tick the checkbox of the material. |
| 2. Enter the maximum number of available materials in the inventory in the For Releasing Quantity. This moves the available materials to be released on site. | |
| 3. Enter the remaining materials needed in the Purchase Request Quantity field. (i.e., if the Requested Quantity is 10, and there are 4 available in the inventory, enter 6 in the material’s Purchase Request Quantity field). This notifies the Purchasing team that materials need to be purchased to fully release the requested materials to the site. |
| Scenario | Instructions |
|---|---|
| SCENARIO 3: No materials are available in the inventory | 1. Tick the checkbox of the material. |
| 2. Enter the maximum requested amount to the Purchase Request Quantity field (i.e., if the material’s requested quantity is 10, enter 10 in the material’s Purchase Request Quantity field). |
Once all details are updated accordingly, add any Remarks if necessary.
Approve the request by scrolling back up and clicking the Approve button.
Once the request is approved by Warehouse, any quantity of materials entered on Purchase Request Quantity will be forwarded to Purchasing to initiate the purchase order process. Meanwhile, those that were tagged as For Releasing can be processed through Materials Releasing.
Next Article: Purchase Request: Creating a Purchase Request
Previous Article: Materials Request: Creating a Material Request
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 31/08/2023
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