Steer by QuickReach Helpdesk
Go to website
Steer Site Materials Requisition
Learn how to use the Site Materials Requisition solution on Steer. Steer is a Construction Management solution built on top of QuickReach.
Site Materials Requisition - Table of Contents
OVERVIEW 1. Site Materials Requisition Solution Overview Workflow Relationships Solution Structure 2. Workflows [Mat
Site Materials Requisition Solution Overview
Site Materials Requisition Overview The Site Materials Requisition solution covers the process of requesting and purchasing the materials needed for the project. This solution also provides the necessary workflows and records to process the requisition. Workflow Relationships The Site Materials Requisition has three workflows that proceeds as follows: Materials Request initiates the req
Materials Request: Submitting a Form
Learn how to submit a form to request construction/project materials on Steer.
Materials Request: Approving a Form
Learn how to approve material requests on Steer for Warehouse Staff. Forward the requested materials to purchasing and/or releasing.
Purchase Request: Submitting a Form
On the Steer dashboard, click on Request and search for the Purchase Request form. Write the subject of your request (e.g., Purchase Request) and fill out the details on the form. On the Create Ticket page, the materials ready for purchase request will automatically show under the Materials Section. !(https://storage.crisp.chat/users/helpdesk/website/
Purchase Request: Approving Purchase Order Request
Learn how to check the details of a Purchase Order Request and approve them using the Purchase Request Workflow.
Purchase Order: Generating PO Details
Select the purchase request from the Task dashboard or the Purchase Request workboard. Check the PO Details section of the ticket and scroll to the right to enter its PO number. You may also choose to attach a receipt of the item. 3. Once done, click on Submit Ti