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Steer Site Materials Management
Manage your project materials from the warehouse to the site. This module includes requesting, purchasing, releasing, quality checking, and return.
Steer Site Materials Overview
Steer’s Site Materials Management enables you to seamlessly manage project materials from site requesting to releasing with just a few clicks. This solution accompanies each user in ensuring that the requested materials are properly tracked and tagged alongside the work package delivered. The workflows included in this module are the following:
Materials Request: Creating a Request
Learn how to submit a form to request construction/project materials on Steer.
Materials Request: Checking the Inventory
Learn how to approve material requests on Steer for Warehouse Staff. Forward the requested materials to purchasing and/or releasing.
Purchase Request: Creating a Purchase Order
Purchase Request Form Outline | | Materials List| This section pulls items that have a value of greater than 0 in the Purchase Request Quantity from the Work Order Materials record.|
Purchase Order: Approving and Generating PO Details
The request shall be routed to the Purchasing Manager to review the details of the purchase request. On the Steer dashboard, purchase request for approval will show under Tasks. Click on the Purchase Request item. PO Request Approver view from the Dashboard 2. The request shows the item and
Purchase Request: Encoding PO Details to Steer
Learn how to check the details of a Purchase Order Request and approve them using the Purchase Request Workflow.
Materials Receiving: Receiving Materials
| | Materials List | This section pulls items that have a value of greater than 0 in the For Receiving Quantity from the Work Order Materials record. | Head to Site Materials module (Project Sidebar > Site Materials) and sel
Material Quality Check: Inspecting the Materials
Head to Site Materials module (Project Sidebar > Site Materials) and select Material Quality Check.
Materials Releasing: Releasing Materials to Site
Learn how to submit a Materials Releasing form to log the release of requested materials to the project site.
Materials Return: Returning Materials to the Warehouse
| | List of Materials| Add the materials to the table that are subject for return. Include the task and item’s name, as well as the quantity and the reason for the return. |
Materials Return: Approving a Return Request
The Warehouse Staff checks the returned materials and logs details about the reason for the material return. On the Steer dashboard, Materials Return request for approval will show under Tasks. Click on the Materials Return item. Materials Return Approver view from the Dashboard 2. Check the m
Inventory Stock Count: Submitting a Form
| | Inventory Count Details| Input the current Stock Count from the Inventory Master Record and the actual count.| The Wareh
Inventory Stock Count: Checking the Stock Count
Learn how to approve and review inventory stock count logs with the Inventory Stock Count Workflow on Steer.