Requests – Processing a Request for Inventory
How to review, approve, or void material requests submitted from site, and convert them into pending deliveries for processing and dispatch.
Purpose
The Requests page allows Inventory Management teams to review material requested from sites. Each request contains the item list, quantities, dates and supporting documents.
Once approved, the request automatically converts into a Pending Delivery, where adjustments and final dispatch preparation can be completed.
How to Access
Open the Side Navigation → Select Inventory → Click the Requests tab
Note: If your role has the Notification Permission enabled, you will also receive an alert when a site submits a new request.
Processing a Request – Step-by-Step
1. Identify New Submitted Requests
When new material requests are submitted by a site user, the Requests tab will show a red alert counter.
Click Requests to open the list.
2. View Submitted Requests
The page displays grouped accordions:
Submitted Requests
Approved Requests
Voided Requests
All new site requests will appear under Submitted Requests.
Use the search bar to filter by:
Code
Site name
Customer
Reference number
3. Open the Request
Click on the row of the request you want to process.
This opens the full Request Form submitted by the site.
Important notes:
Request data is not editable at this stage.
You may only: Approve Request or Void Request
4. Approving or Voiding the Request
If You Void the Request
The request moves to Voided Requests in the Inventory management section
It also moves to Voided Requests under the site user’s view
This prevents it from being processed or turned into a delivery
If You Approve the Request
Click Approve Request
Approval Confirmation Popup
Select Yes to continue.
5. After Approval
Once approved:
The request is removed from Submitted Requests
It moves into the Approved Requests accordion
6. Converted to a Pending Delivery
After approval, the request automatically converts into a Pending Delivery.
This is where the inventory team can make final adjustments before issuing stock to site.
In the Pending Delivery phase you can:
Add items
Remove items
Edit quantities
Change dates
Edit drivers or notes
Upload documents, photos, or videos
This flexibility allows the delivery to be prepared accurately before being issued to site.
Process Flow Summary
Site submits a Request
Notification appears (if permitted)
Open Requests tab in the inventory management section
Review Submitted Request
Approve or Void
If Approved → request converts into a Pending Delivery
Delivery team finalises quantities and dispatch
When delivered, the site will sign for receipt and stock becomes In-Use
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