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Articles on:Steer Site Materials Management
Manage your project materials from the warehouse to the site. This module includes requesting, purchasing, releasing, quality checking, and return.

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  • 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:Featured
  • Materials Request: Creating a Request
    Learn how to submit a form to request construction/project materials on Steer.Few readers
  • 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.Few readers
  • 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.|Few readers
  • 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 andFew readers
  • 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.Few readers
  • 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 selFew readers
  • Material Quality Check: Inspecting the Materials
    Head to Site Materials module (Project Sidebar > Site Materials) and select Material Quality Check.Few readers
  • 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.Few readers
  • 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. |Few readers
  • 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 mFew readers
  • Inventory Stock Count: Submitting a Form
    | | Inventory Count Details| Input the current Stock Count from the Inventory Master Record and the actual count.| The WarehFew readers
  • 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.Few readers

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