Last Updated: June 3, 2022

Checking availability of materials
The request is received by the Warehouse Supervisor. Upon checking the details of the material request form, the request can result to 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 Warehouse can approve the request for full releasing of the materials to the site.
If some requested materials are available in the inventory (i.e. 3 bags of cement are requested but only 2 bags in the inventory are available), the Warehouse can approve the request for partial releasing by advancing the available materials for releasing and creating a purchase request for the remaining unavailable quantity.
If all requested materials are unavailable in the warehouse inventory, the Warehouse creates a purchase request for the materials.

UserForm SectionDescription
Site Supervisor / Project ManagerMaterials Request DetailsUse the fields to filter a material you are looking for from Task Group down to the Task Name level.
Project Task MaterialThis section pulls data from the Project Materials Master record.
Warehouse SupervisorWarehouse ApprovalForm section specific to the Warehouse Supervisor to include remarks about the materials requested.


Form sections involved in this step:
Project Task Material
Warehouse Approval

INSTRUCTIONS

Head to Site Materials module and select Materials Request.

On the Materials Request summary page, click on Workboard.

Go to the Task Lists panel and select Warehouse Approval. This will take you to the approval step and show the pending Material Requests.



Select a request that appears under the Task Lists panel and review the request that shows on the right panel.

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:

ScenarioInstructions
SCENARIO 1: All materials are available in the inventory1. 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 1

ScenarioInstructions
SCENARIO 2: Not all materials are available in the inventory1. 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 to 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 creates notifies the Purchasing team that materials need to be purchased to fully release the requested materials to the site.


Scenario 2

ScenarioInstructions
SCENARIO 3: No materials are available in the inventory1. 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).


Scenario 3

Once all details are updated accordingly, add any Remarks if necessary.
Approve the request by scrolling back up and clicking the Check button.


Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Was this article helpful?
Cancel
Thank you!