Align Platform

The Requisition Browser feature in Align provides more control and flexibility over how field requests are processed. This new workflow allows warehouse managers to manage requests more efficiently by deciding whether to pick, purchase, or reject the requested items directly from the Requisition Browser. Follow the steps below to enable this feature.

Steps to Enable Requisition Browser

Navigate to Company Settings Go to Administration in the left-hand menu and select Company Settings.

Enable Requisition Browser Under Organizational Defaults, check the box labeled Enable Requisition Browser and Requisition Pick/Purchase Workflow. This will activate the new requisitions workflow.

- Scroll to the bottom of the page and click on Save Changes in the bottom right.

Configure User Roles After enabling the Requisition Browser, you need to configure user roles for the positions that will have access to it.

- Go to Configure User Roles under the Administration section.
- Select the role you want to configure and and click Edit, or click on Create New to start a new user role.
- Click on the Inventory Movement heading and make sure this section is enabled (switch should be to the right).
- Enable the desired access to the Requisition Browser by checking the appropriate boxes.
- Click Save on the user role

Start Processing Requests Once the Requisition Browser is enabled and user roles are configured and added to the desired users, submitted field requests will begin appearing in the Requisition Browser for processing.

1. Navigate to Company Settings Go to Administration in the left-hand menu and select Company Settings.
2. Enable Requisition Browser Under Organizational Defaults, check the box labeled Enable Requisition Browser and Requisition Pick/Purchase Workflow. This will activate the new requisitions workflow.
 - Scroll to the bottom of the page and click on Save Changes in the bottom right.
3. Configure User Roles After enabling the Requisition Browser, you need to configure user roles for the positions that will have access to it.
 - Go to Configure User Roles under the Administration section.
 - Select the role you want to configure and and click Edit, or click on Create New to start a new user role.
 - Click on the Inventory Movement heading and make sure this section is enabled (switch should be to the right).
 - Enable the desired access to the Requisition Browser by checking the appropriate boxes.
 - Click Save on the user role
4. Start Processing Requests Once the Requisition Browser is enabled and user roles are configured and added to the desired users, submitted field requests will begin appearing in the Requisition Browser for processing.

Any field requests submitted before the Requisition Browser was enabled will still have an open pick ticket created under Inventory Movement &gt; Pick Tickets. Once the Requisition Browser is enabled, pick tickets will no longer automatically be generated when a request/requisition is submitted. They will first need to go through the process of approval in the Requisitions Browser.