Last Updated: June 3, 2022

How to submit a Materials Request form
The Site Manager or Project Manager requests the materials needed on the site by submitting a Materials Request form on Steer. This will be received by the Warehouse Supervisor.

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. Select and enter the quantity of materials that are needed to the site.
Warehouse SupervisorWarehouse ApprovalBased on the inventory stock, enter how many of the requested quantity are for purchasing and for releasing.


Form sections involved in this step:
Materials Request Details
Project Task Material

INSTRUCTIONS

Head to Site Materials module and select Materials Request.

On the Materials Request summary page, click on Create Ticket. This will open the Materials Request form.

On the Materials Request form, you may fill out the fields in the Material Request Details section to filter the material that you are looking for. Then, click Search under the Project Task Material section to jump to the material/s that you need to request.

Materials Request form

Otherwise, you can leave the Material Request Details section and directly go to the Project Task Material section to manually tag the items that you need to request.
You can select Load More to show more materials in the list, or
Load and Select All to automatically select all materials available in the form.

Tick the checkbox beside the material and enter the quantity that you need to request.

Once all materials are ready for request, click on Submit Ticket below the form to send the request for Warehouse Approval

Next step: Checking Warehouse Inventory


Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
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