Last Updated: July 22, 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.
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 reviews the request that shows on the right panel.
Under the Warehouse Validation section, all requested materials are shown alongside their requested quantity.
Check the 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 done, click Approve.
Next Article: Purchase Request: Creating a Purchase Order
Previous Article: Materials Request: Creating a Request
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
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.
| Role | Form Section | Description |
|---|---|---|
| Site Supervisor / Project Manager | Materials Request Details | Use the fields to filter material from Task Group, Task Category, and Task Name. |
| Project Task Material | Select and enter the quantity of materials that are needed for the site. | |
| Warehouse Supervisor | Warehouse Approval | Form 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 reviews the request that shows on the right panel.
Under the Warehouse Validation section, all requested materials are shown alongside their requested quantity.
Check the 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. Click 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. Click 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 | Instructions |
|---|---|
| SCENARIO 3: No materials are available in the inventory | 1. Click 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 done, click Approve.
Next Article: Purchase Request: Creating a Purchase Order
Previous Article: Materials Request: Creating a Request
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 22 / 07 / 2022