Last Updated: January 17, 2021
Creating a Materials Request
The Requester creates a ticket for the materials request and the Warehouse Staff reviews the ticket for approval of purchasing and releasing. Once the request is approved, the submitted materials for request will be added to the Construction Work Order Material record, where the number of requested materials will be updated and ready for Purchase Request or releasing (if the warehouse has available supply).
The Requested Quantity field is updated after the requestor submits the ticket.
The Purchase Request Quantity and For Releasing Quantity fields are updated after the Warehouse Staff reviews and approves the Materials Request.
How to submit a Materials Request form
Actor: Requester – Action: Create Material Request
With ongoing construction projects, requesting the required materials for specific tasks can be done digitally. Follow these steps in creating a materials request form and submitting it for approval using Steer.
On the Internal User dashboard, simply click on the Request button and look for the Materials Request form.
Create a subject for your form. Then, you can fill out the form by selecting the appropriate filters available, such as Task Category, Task Group, and Task Name
Once done, under Project Materials section, click Search beside Materials to quickly jump to the materials that you will need for the selected Task.
Click the checkbox beside the materials that you want to request and scroll to the right to go to the Quantity field. You may select and request for more than one type of material in a single request.
Once all materials are ready for request, click on Submit Ticket below the form to send the request for Warehouse Approval
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Creating a Materials Request
The Requester creates a ticket for the materials request and the Warehouse Staff reviews the ticket for approval of purchasing and releasing. Once the request is approved, the submitted materials for request will be added to the Construction Work Order Material record, where the number of requested materials will be updated and ready for Purchase Request or releasing (if the warehouse has available supply).
The Requested Quantity field is updated after the requestor submits the ticket.
The Purchase Request Quantity and For Releasing Quantity fields are updated after the Warehouse Staff reviews and approves the Materials Request.
How to submit a Materials Request form
Actor: Requester – Action: Create Material Request
With ongoing construction projects, requesting the required materials for specific tasks can be done digitally. Follow these steps in creating a materials request form and submitting it for approval using Steer.
On the Internal User dashboard, simply click on the Request button and look for the Materials Request form.
Create a subject for your form. Then, you can fill out the form by selecting the appropriate filters available, such as Task Category, Task Group, and Task Name
Once done, under Project Materials section, click Search beside Materials to quickly jump to the materials that you will need for the selected Task.
Click the checkbox beside the materials that you want to request and scroll to the right to go to the Quantity field. You may select and request for more than one type of material in a single request.
Once all materials are ready for request, click on Submit Ticket below the form to send the request for Warehouse Approval
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 17 / 01 / 2022