The Requisition View provides a detailed breakdown of field requests, financial tracking, and live warehouse inventory levels to help you process orders accurately.
Prerequisites
Tier Requirement: This feature is available for Enterprise and Pro tiers only.
Feature Activation: The Requisition Browser is disabled by default. Before you can access this view, the feature must be enabled in Company Settings. Refer to the [Enable Requisition Browser (Enterprise & Pro)] article for full setup instructions.
Header Details and Utility Buttons
Action Buttons: Use the top menu to Save changes, Print the document, or view Attachments.
+ Add Template: Use this to add a pre-defined list of items to the requisition.
+ Add Record: Allows you to manually add new items to the requisition.
Collaborate: Opens a communication tool for discussing the requisition with other users.
Status: Displays the current stage of the request, such as Requested.
From/To: Shows the originating stock location and the destination jobsite.
Requested By/Assigned To: Identifies who initiated the request and who is responsible for fulfilling it.
Due Date: Allows the user to select a future date for the overall deadline of the requisition.
Item Table Columns
Category/Model/Description: Provides full identification of the requested item.
Date Needed: Defaults to today’s date for each individual line item.
Cost Code: Identifies what the specific item is being used for.
Request Qty: The total number of units requested.
Undecided Qty: Units that have not yet been added to a pick ticket, purchase order, or rejected.
Actioned Qty: Units that have already been processed.
Pick/Purchase/Rejected Qty: Specific counts for units sent to a pick ticket, purchase order, or declined.
Inventory Visibility Columns
These columns show real-time data for the originating ("From") location:
Model Qty: Total quantity currently on hand.
Model Available Qty: Units available to be assigned (Total minus allocated units).
Model Allocated Qty: Units already committed to other open tickets or transfers.
Action Pop-Up Helpers
Smart Fill: Automatically calculates the remaining undecided quantities and fills them in for the user across all rows to allow quick bulk-processing instead of manual line-by-line entry.