Enhanced interface

Review and fulfill supplies requests

Your employees request supplies that they need by creating a purchase requisition. When fulfilling supplies requests, first review the requisition details to ensure that an item number is selected.

If the specific model or type of item is not known by the employee, the employee can add a placeholder item to their request. The supplies manager can enter a more accurate description of what item is required during fulfillment.

Subscription	Inventory Control or Supplies Inventory
Regional availability	Australia, Canada, UK, USA, South Africa
User type	Business Warehouse
Permissions	Inventory Control Inventory transactions: List and View Manage supplies: Edit
Restrictions	Department restrictions can affect what transactions appear in the Workbench. Learn more about department restrictions.

Review supply requisitions waiting to be fulfilled

Go to Inventory Control > All > Supplies Inventory > Workbench.
To view a requisition, select the Document No. (if the list is long, select a column heading to sort entries in ascending or descending order).
Review the header information and make sure that a Shipping method is selected. Select Edit if changes are needed.

If the requisition has several items listed, you can use the Default delivery method field to complete the Delivery method for all item rows. Learn more about supplies requisition field descriptions.
In the Entries section, confirm that the correct item is selected.
1. Check the Item ID.
  
  Employees can select the SYS-supplies-item placeholder if they do not know the correct item number. The Item ID must be updated with a specific item to order.
Review the Quantity and Price.
Select Show details.
Make sure that the item delivery Location is identified, and the receiving Employee is entered.
Review the Item description and add additional details if required.
Select a Vendor. If the request will be fulfilled from existing stock, you can create a new vendor record for in-house orders.
Confirm the Deliver to selection.
- To issue the item from existing stock or to create a direct shipment, select the requester name.
- To create a purchase order for the request, select the appropriate warehouse.
Make other changes as needed.

See Field descriptions.
After you've finished reviewing the entries, select Post to save the updates.

Ways to fulfill supplies requests

There are several ways to complete supplies requests.

For the items you keep on hand and the line status indicates Available, you can do the following:

Issue supplies from available stock at the current location
Create a warehouse transfer to distribute available stock to a different warehouse location, and then issue the supplies.

If you need to order more supplies to meet demand, and the line status indicates New request, you can:

Whenever you need to bring in additional supplies items you want to keep on hand:

Replenish your supplies