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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
Site Materials Inventory Management Overview The Site Inventory Management Solution prioritizes the handling of materials in the warehouse. This solution enables the Warehouse Staff to monitor every inventory transaction that goes in and out of the warehouse. Workflow Relationships The Site Materials Inventory has five workflows that proceed as follows: request the materials needed on site
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Materials Request: Creating a Request
Learn how to submit a form to request construction/project materials on Steer.
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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.
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Purchase Request: Creating a Purchase Order
Purchase Request Form Outline | | PO Details| Encoding of the material from the selected Vendor, PO Number, PO Unit Cost, PO Line Total and Delivery Date. | Once the Purchasing
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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.
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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, a 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 a
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Materials Receiving: Receiving Materials
| | Materials List | Use the For Receiving Quantity field to filter the material having a value greater than 0. Can also filter material using PO Number, and PO Line-Item Status. | Head to the Site Materials module (**Project
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Material Quality Check: Inspecting the Materials
Head to the Site Materials module (Project Sidebar > Site Materials) and select Material Quality Check. ![](https://storage.crisp.chat/us
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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.
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Materials Return: Returning Materials to the Warehouse
| | List of Materials| Add the materials to the table that are subject to return. Include the task and item’s name, as well as the quantity and the reason for the return. |
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Materials Return: Approving a Return Request
The Warehouse Supervisor checks the returned materials and logs details about the reason for the material return. On the Steer dashboard, the Materials Return request for approval will show under Tasks. Click on the Materials Return item. Materials Return Approver view from the Dashboard 2. C
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Inventory Stock Count: Submitting a Form
| | Inventory Count Details| Input the current Stock Count from the Inventory Master Record and the actual count.| The Warehouse Sup
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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.
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