Requests

Quick solutions for common request issues, including missing deliveries, no approve button, low stock, incorrect quantities, and permission errors.

1. I approved the request but don’t see the delivery

• Ensure you are viewing the Pending Deliveries accordion inside the Deliveries tab.

• Try searching by Site Name, Reference, or Delivery Code.

• If your role does not have permission for Deliveries, you will not see it. Contact your admin to add: Manage Deliveries permission.

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2. The system says quantities exceed available stock

This warning comes directly from real-time inventory.

Options:

• Reduce the request quantity

• Issue partial stock

• Backorder remaining stock

• Send an immediate transfer from another yard if permissions allow

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3. I cannot see the Approve or Void buttons

This means you only have request viewing rights.

You must be granted:

• Approve Requests

Your Admin can update permissions in Roles & Permissions.

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4. Request was approved by mistake – can it be undone?

Once approved, the record becomes a Pending Delivery.

To reverse it:

• Open the Pending Delivery

• Void the delivery. This moves the request into Voided Deliveries and prevents dispatch.

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5. I approved a request but quantities are wrong

No problem. Edit the Pending Delivery:

• Add or remove items

• Change quantities

• Change dates

• Add driver or documents

The request only becomes locked once it is delivered and signed for.