Material Requests Cheat Sheet
- Shambhabi Raha
- May 5
- 2 min read
Updated: May 9
Goal 1: Receive Material
Raise a Receive Request - Manager or Team Lead initiates a Receive Request based on the Purchase Order 💻
Approve and Assign the Receive Request - Manager approves the Receive request and it is assigned to the relevant team (will be visible on the app) 💻
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📱
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
Raise a Transfer Request - Team Lead or Manager raises a Transfer Request for the Product to be transferred 💻
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) 💻
Share a Transfer Update from the Android/iOS App - The Field User shares a Transfer update through the Android/iOS app against the transfer📱
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
Raise an Issue Request - Team Lead or Manager raises an Issue Request for the Product to be Issued 💻
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) 💻
Share an Issue Update from the Android/iOS App - The Field User shares an Issue update through the Android/iOS app against the Issue📱
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.
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