Material Request

A Material Request is a simple document identifying a requirement of a set of Items (products or services) for a particular reason.

To access the item list, go to:

Home > Stock > Material Request

Prerequisites :

1. Item and Item price : Click here to see Item Creation

How to Create a Material Request :

1. Click
2. Fill in the following information:
3. Required By (Date) : The date when the material is needed (you can specify separately in the Item table).
4. Items: Select from the item list.
5. Reason For Request : The reason for requesting the purchase of the material.
6. Click the “Save” button. The Purchasing and Approval statuses will be displayed as shown below.
7. Purchasing Status = Draft
8. Approval Status = Draft

1. After clicking the “Save” button, you need to click the button
2. A request notification will be sent to the approver by email.
3. The Purchasing and Approval statuses will be displayed as shown below:
4. Purchasing Status = Pending — Pending for processing the purchase.
5. Approval Status = Pending Review — indicates that the request is pending review and approval.

Approval Workflow :

1. If approving, click “Approve Request” on the top bar.
2. Purchasing Status = Pending— Pending for processing the purchase.
3. Approval Status = Approved— Pending for processing the purchase.
4. If rejecting, click “Stop” on the top bar.
5. Purchasing Status = Stopped— No further purchasing process will be continued.
6. Approval Status = Rejected— The purchase request has not been approved.
7. If the approver changes their mind and wants to approve a previously rejected request, please click the “” button, then click button.
8. The notification of all approval results will be sent to the requester by email.

Material Request: Full Workflow Overview