An Material Request is sent internally within a company to obtain purchased goods and services, including stock.
An Material Request is a request sent internally within a company to obtain purchased goods and services, including stock. The request is a document that tells the purchasing department or manager exactly what items and services are requested, the quantity, source, and associated costs.
Accoxi provides Material Request system to the users and it enables them to send a request for the transfer of goods from Head Office to Branch or Vice versa or between branches.
Material request is a function that capitulates users to send requests for item transfer between the Head office and branches of the organization. Item request is a document that tells the purchasing department or manager exactly what items and services are requested, the quantity, source, and associated costs. This video tutorial explains the working of material requisition Module in Accoxi.
Key Features;-
Click on the Inventory module and select Material Requisition option.
When click on the option material Requisition, then it opens to Material requisition Search page.
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 Material Request Search
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Fields |
Description |
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Date |
The date column shows the date of item request. It is the date when the item request created. |
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Reference No |
Source reference number helps the user to identify transfer in records and it will be the continuation of the previous transfer form. |
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Sender |
This column shows the sender of the item request. |
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Receiver |
This column shows the receiver of the item request. |
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Request Mode |
This column shows the request mode of the particular item request. It may be Sent or Received. |
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Requested Quantity |
It shows the total quantity of the item request. |
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Issued Quantity |
It shows the total quantity issued to the requested branch |
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Balance Quantity |
Balance qty to be issued is showing here |
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Status |
It shows the actual status of the Item request. It may be pending, completed, rejected or deleted. |
When the user clicks on the Item request, it opens to the Item Request Search page. It consists of various menus and details of all the created requests.
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Fields |
Description |
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1. Filter |
The user can filter the Item request details in two ways. Either can directly enter the request name into the search bar near the filter option or by clicking the filter menu. By clicking the filter option, the 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. Users can select a request mode or source in the filter tab and the data will appear on the basis of the filter applied. |
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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. |
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3.+New Material Requisition |
The user can create a new item request by clicking on the menu, +New Item Request. While clicking on the menu, it opens to a new form of item request and the user needs to enter the details to create new request. |
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4. Export |
The Item request list can be exported 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. |
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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 the Item request view page. |
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6. Settings |
This menu includes two options, Edit and Delete. The edit option will help the user to edit the item request form before its verification. The edit option will visible only before the stock transfer verification. After verifying the transfer, the user can’t edit the form and the edit menu will be disabled. The delete option enables the user to delete the created item request form. |
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7. Deleted |
Deleted item requests are displayed in color format. Red color indicates the deleted requests. |
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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.
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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. |
Steps to Create New Material Requisition
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Fields |
Description |
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Reference number |
Reference number helps the user to identify requests in records. It will automatically appear on the request form and the user can’t edit the reference number, as it will be the continuation of the previous item request. |
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Description |
In this field, the user needs to enter an additional explanation regarding the item request. |
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Date |
The date will automatically appear in the date field. Users can modify the date as per need. |
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Destination |
The user needs to enter the destination to which the request is being sent. The destination is the place where the stock is coming or being sent. |
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Product |
In this field, the user can enter the products for transfer. |
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Unit |
Unit assigned to the item is showing here. |
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Quantity |
In this field, the user needs to enter the required quantity of requests to transfer the product. |
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Delete |
This menu helps the user to delete unwanted items after entering the products on the field. |
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Save |
Click on the Save menu to save the details entered and to create an item request. |
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Clear |
The clear menu is for clearing or removing the details and for canceling the page. |
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Exit |
The exit menu is used for go to the previous page without saving the stock request form. |
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Fields |
Description |
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History |
History of the created transaction is available in this feature. |
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Edit |
This menu helps the user to edit the item request form. By clicking on the menu, it opens the page of item requests and the user can edit the stock transfer order. After editing the form, click on the update menu to save the changes. |
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Export to PDF |
This menu enables the user to export the Item request form to PDF format and can save in the system.
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If the user wants to take the printout of the item request form, it can be done by using the menu Print on the top right side of the item request. When the user clicks on the print menu, a new tab will appear on the screen and it contains the details regarding the print. Users can set the page range, page height, and width and can enter the required number of copies here. By clicking on the Print button, the user gets the printout of the stock transfer form. |
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More Options |
This menu includes a delete option for item Requests. Users can delete the item request by clicking on the cancel option. |
You can view created item request form by the following steps;
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.
Yes. You can export the Item Request data to excel format.
Yes. You can delete the created Item Request form from the following steps.