Material Requests Cheat Sheet

How to Receive, Transfer and Issue Material in the Material Management Application

Goal 1: Receive Material

1. Raise a Receive Request - Manager or Team Lead initiates a Receive Request based on the Purchase Order 💻

   

   In the Material Request Module: The Request is marked as "Pending"

   
   

2. Approve and Assign the Receive Request - Manager approves the Receive request and it is assigned to the relevant material team (will be visible on the app) 💻

   

   In the Material Request Module: The Request is marked as "Assigned"

   
   

3. Send a Receive Update from the Android/iOS App - The Field User shares a Receive update through the Android/iOS App against the requisition request upon receiving the Product📱

   

   

   1. In the Material Request Module: The Request is marked as "Done"

   2. In the Stock Balance Module: The stock count increases based on parameters like location, workforce, partner, and stock condition.

   3. In the Storage-Wise Stock Balance Module: In the Storage-wise Stock Balance module, the stock count increases at that specific storage location.

4. Review Errors - Managers should regularly review errors in order to make sure no data is missed. This should be done from oldest to newest to prevent issues in stock transactions.

   

Goal 2: Transfer Material

1. Raise a Transfer Request - Team Lead or Manager raises a Transfer Request for the Product to be transferred 💻

   

   In the Material Request Module: The Request is marked as "Pending"

   
   

2. Approve and Assign the Transfer Request - Manager approves the Transfer request and it is assigned to the relevant team (will be visible on the app) 💻

   

   In the Material Request Module: The Request is marked as "Assigned"

   
   

3. Share a Transfer Update from the Android/iOS App - The Field User shares a Transfer update through the Android/iOS app against the transfer📱

   

   

   1. In the Material Request Module: The Request is marked as "Done"

   2. In the Stock Balance Module: The stock is transferred according to the request

   3. In the Storage-Wise Stock Balance Module: The stock is transferred to or from the storage location according to the request

   
   

4. Review Errors - Managers should regularly review errors in order to make sure no data is missed. This should be done from oldest to newest to prevent issues in stock transactions.

   

   
   

Goal 3: Issue Material

1. Raise an Issue Request - Team Lead or Manager raises an Issue Request for the Product to be Issued 💻

   

   In the Material Request Module: The Request is marked as "Pending"
   

2. Approve and Assign the Issue Request - Manager approves the Issue request and it is assigned to the relevant team (will be visible on the app) 💻

   

   In the Material Request Module: The Request is marked as "Assigned"

   
   

3. Share an Issue Update from the Android/iOS App - The Field User shares an Issue update through the Android/iOS app against the Issue📱

   

   

   1. In the Material Request Module: The Request is marked as "Done"

   2. In the Stock Balance Module: The stock is issued according to the request

   3. In the Storage-Wise Stock Balance Module: The stock is issued from the storage location according to the request

   
   

4. Review Errors - Managers should regularly review errors in order to make sure no data is missed. This should be done from oldest to newest to prevent errors in stock transactions.

   

   
   

Go to the Material Management Training Guide