Requisitions

What it is

Requests from staff for items to be taken from a store.

Why it matters

Puts every request through approval before stock leaves.

When to use it

Staff raise a request; approvers review it before the store fulfils it.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Inventory to open it.
3. Click Requisitions.

What you see

Requisitions · click the picture to enlarge

• The list has these columns: Number, Requested by, Store, Needed by, Purpose, Estimated total, Status, Created. Click a column name to sort by it.

Buttons on this screen

• New requisition — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New requisition button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (3 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Requisitions · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Store *	choose	Pick the store these items are needed from.
Department	choose	Pick the department asking for the items.
Needed by *	date	The date the items are needed by.
Purpose *	long text	Say briefly what the items are for, such as Science practicals.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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