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Enable Requisition Browser (Enterprise & Pro)

Learn how to enable the Requisition Browser and configure user roles to manage field requests through a pick, purchase, or reject workflow.

The Requisition Browser feature provides warehouse managers with increased control and flexibility over processing field requests. This workflow allows managers to decide whether to pick, purchase, or reject requested items directly from the browser.

Important: The Requisition Browser is not enabled by default. It must be manually activated in Company Settings before the option will appear in the Inventory Movement menu. This feature is available for Enterprise and Pro tiers only.


Impact on Existing Requests

  • Legacy Requests: Any field requests submitted before the Requisition Browser was enabled will still generate an open pick ticket under Inventory Movement > Pick Tickets.

  • New Requests: Once enabled, pick tickets will no longer be generated automatically. All new requests must first go through the approval process in the Requisition Browser.Steps to Enable and Configure the Requisition Browser

  1. Expand the Administration section.

  2. Select Company Settings.

  3. Locate the Organization Defaults section and check the box labeled Enable Requisition Browser and Requisition Pick/Purchase Workflow.

  4. Scroll to the bottom of the page and select Save Changes.

  5. Return to the Administration section and select Configure User Roles.

  6. Locate the role you want to configure and select Edit, or select Create New to start a new user role.

  7. Select the Inventory Movement heading.

  8. Select the toggle switch to enable the section (the switch will turn blue).

  9. Enable the desired access to the Requisition Browser by checking the appropriate boxes under Access/View, Add/Edit, or Delete.

  10. Select Save on the user role.

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