Introduction
Users in the Field can put together a list of items they need by creating a Requisition. This Requisition can be set up to go through an approval process of a manager before the requisition gets to the Warehouse, or the approval process can be bypassed. The default is to have the Request approved before submitting to the Warehouse.
Users can also create a Pick Ticket. A Pick Ticket is what the Warehouse fulfills to complete the request. Once the items are picked, the system automatically converts the Pick Ticket into a Transfer Ticket where the items are then transferred to the destination.
Create a Requisition:
1. Click Inventory Movement
2. Select Requisitions Home
3. In the Search Field, type in the name of the Category of the Model Record you wish to add or select that Category at the bottom on the page.
The Model Record is the “blueprint” of the item, not the item itself. Not knowing which tool/item the Warehouse will actually pick for you, you can only request the Model of the item you want.
4. Click the number of items you want to add to your ticket by clicking on the “+” or “-” button on the Product Card
5. Click Add to Cart
6. Click on the cart
You will notice the number of items requested reflected in the cart at the top right.
7. Click Checkout
8. Select in the Request From drop down menu who is requesting the items
9. Add additional information, as desired
10. Select Submit Request
Your Request now sits in the Pick Ticket browser in Requested status, for a manager/supervisor to approve. If you have chosen to bypass the approval process, the ticket is ready for the Warehouse to pick and will appear as Ready to Pick status. The Requisition (from the field) now becomes a Pick Ticket (for the Warehouse).
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