Item Request

Item Request

Item Request

An Item Request is a request sent internally within a company to obtain purchased goods and services, including stock. The request is a document which tells the purchasing department or manager exactly what items and services are requested, the quantity, source and associated costs.

Item Request in Accoxi

Accoxi provide Item Request system to the users and it enable to send request for transfer of goods from Head Office to branch or from branch to head office or from branch to branch.

Item Request In Accoxi (1)

Key Features;-

  • It shows the details of item request of the products along with request mode, date, quantity, amount etc.
  • User can easily identify the current status of the request. It shows the status as pending, completed, rejected or deleted.
  • It shows the pending quantity of each stock request and the amount details also.
  • User can easily identify the deleted item request, deleted requests are indicates with color format.

Click on the Inventory module and select Item Request option.

When click on the option Item Request, then it opens to Item request Search page.

Item Request Search

It consist of various menus and it shows the details of Item request of the products along with request mode, date, quantity, amount etc.

 

Data Available in Item Request Search

       Fields

                                Description

Date

The date column shows the date of item request. It is the date when the item request created.

Reference No

Source reference number helps the user to identify transfer in records and it will be the continuation of the previous transfer form.

Sender

This column shows the sender of the item request.

Receiver

This column shows the receiver of the item request.

Request Mode

This column shows the request mode of the particular item request. It may be Sent or Received.

Total Quantity

It shows the total quantity of the item request.

Amount

This column shows the total amount of particular item request. 

Status

It shows the actual status of the Item request. It may be pending, completed, rejected or deleted.

Menus Available in Item Request Search

Menus Available In Item Request Search

When user click on Item request, it opens to Item Request Search page. It consist of various menus and details of all the created requests.

 

       Fields

                                               Description

1.Filter

The user can filter the Item request details in two ways. Either can directly enter the request name in to the search bar near filter option or by clicking the filter menu. By clicking the filter option, user can filter the data by date, request mode, source or by status. By clicking on the status option, need to select the status of the request. By clicking the by date option, need to enter the starting date along with the end date of the item request, and then the data appears on the basis of the date entered. User can select a request mode or source in filter tab and the data will appear on the basis of filter applied.      

2.Refresh

If the latest data is not displayed, click on the refresh icon on the top right corner of the page to fetch the new data.                     

3.+New Item Request

The user can create a new item request by clicking on the menu, +New Item Request. While clicking on the menu, it opens to new form of item request and user needs to enter the details to create new request.

4.Export

The Item request list can be export to Excel format. Click on the Export button at the top right corner near the +New button. Select the file location and click on save.               

5.View

This menu option helps the user to view the created item request form by clicking the view sign. While clicking on the view icon, it opens to Item request view page.

6.Settings

This menu includes two options, Edit and Delete. Edit option will helps the user to edit the item request form before its verification. Edit option will visible only before the stock transfer verification. After verified the transfer, user can’t edit the form and the edit menu will be disable.

Delete option enable the user to delete the created item request form.       

7.Deleted

Deleted item requests are displays with color format. Red color indicates the deleted requests.

8.Pagination control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. And by giving page number in the box and clicking on Go button. It jumps to the said page.

 

9.Exit

Below the pagination control, there is an exit button. If the user want to exit from the Item request search page click on exit button.

Item Request (1)

Steps to Create New Item Request

 

  • Click on Inventory module and select the option Item Request.
  • Item Request search page will appear on the screen, then click on +New Item request menu on the top right side of the page.
  • After select the option, new form of Item Request page will appear on the screen. User need to select the date, destination and description regarding the item request.
  • Then enter the product details that want to transfer along with the quantity.
  • After entering the details, click on the Save option to create item request.

     Fields

                                              Description

Reference number

Reference number helps the user to identify requests in records. It will be automatically appear on the request form and user can’t edit the reference number, as it will be the continuation of the previous item request.

Description

In this filed, user need to enter additional explanation regarding the item request.

Date

Date will be automatically appear on the date field and it may be current day date. If the user want to change the date, it can be done by clicking on the date menu and can select required date.

Destination

User needs to enter the destination of the stock request on this field. Destination is the place which the stock is coming or being sent.

Product

In this field, user can enter the products for transfer.

Batch

When the user enter the product name, need to press Enter and then the batch will appear on the product and enter the batch also.

Quantity

In this field, user needs to enter the required quantity of request for transfer the product.

Rate

Rate of the product will automatically appear on the field after select the product. User can’t edit the rate on the field.

Amount

Amount of the product will automatically appear on the field after select the product for create stock transfer. User can’t edit the amount of the product as it already fixed and the field were blocked.

Delete  

This menu helps the user to delete the unwanted items after enter the products on the field.

Save

Click on the Save menu to save the details that entered and to create item request.

Clear

Clear menu is for clear or remove the details and for cancel the page.

Exit

Exit menu is using for go to the previous page without saving the stock request form.

 

 

 

Frequently Asked Questions?

01How can I view a created item request form ?

    You can view created item request form by the following steps;

  • Click on the Inventory module
  • Select the option Item Request. Item Request Search page will open and it consist of various menus and created form of item requests.
  • Click on the View icon on the right hand side of the data table. Then it opens to the Item Request view page.

02What is the use of Item Request option in ACCOXI?

Item Request option enable you to send request for transfer of goods from Head Office to branch or from branch to head office or from branch to branch. It shows the details of item request of the products along with request mode, date, quantity, amount etc.

03How can I create a new Item Request in Inventory module?

  • Click on Inventory module and select the option Item Request.
  • Item Request search page will appear on the screen, then click on +New Item request menu on the top right side of the page.
  • After select the option, new form of Item Request page will appear on the screen. User need to select the date, destination and description regarding the item request.
  • Then enter the product details that want to transfer along with the quantity.
  • After entering the details, click on the Save option to create item request.

04Can I export the Item Request data in to Excel format? How can I do it?

     Yes. You can export the Item Request data to excel format.

  • Click on the Inventory module
  • Select the option Item Request. Item Request Search page will open and it consist of various menus and created form of item requests.
  • Click on the Export menu at the top right side of the page.
  • New tab will appear for save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.

05Is there any option to delete the Item Request form? How can I do it?

Yes. You can delete the created Item Request form from the following steps.

  • Click on the Inventory module
  • Select the option Item Request. Item Request Search page will open and it consist of various menus and created form of item requests.
  • Click on the Settings icon on the right hand side of the table data. This menu includes two options, Edit and Delete.
  • Click on the Delete option to delete the created item request form.