Stock Requests

On the Stock Requests screen you can get information about your Stock Requests. You can also filter the results based on different criteria. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).

Within the Header (1) you can find a button that allows you to make a new stock request.

There’s also a blue magnifier button that’s used to show and hide the Filter section.

When the Filter (2) section is shown, on the left side you will find three buttons – Stock Requests, Lines of stock requests and Items.They change the way you see the results below in the Result (3) section.

• If Stock Requests is selected, your result section shows a row for each stock request

• If Lines of stock requests is selected, your result section shows a row for each particular item that is part of the Stock Request. If three different items were requested within the same order, you will see three different rows in the result section for that same stock request order

• If Items is selected, your result section shows a row for each item that has been requested and shows the aggregated quantity of the requested items.

The rest of the buttons within the Filter section allow you to filter based on something specific like Date Range, Status, To Warehouse. Most of them are drop down menus where you can select your filters. The different options are described in the table below.

Option	Meaning
Date range (From, To)	Allows you to filter your results based on the time of request
Status	Allows you to choose the status of the stock requests – Confirmed, Active, Cancelled. If the status is Confirmed, the lines will be in green color. If the status is Active, the lines will be in black color. If the status is Cancelled, the lines will be in gray color
To Warehouse	Allows you to filter the results by a particular warehouse that is already in your system

After choosing the filters you want, you can use the grey magnifier button – , to apply your filters and get your results. Based on your Filter (2) selections, the Result (3) section will be visualized differently.

When the Result filter is set to Stock Requests, the Result (3) section will show you the Stock Requests that happened based on your filter criteria. By default, the system will only show you the most used columns:

Column	Meaning
Document Number	Shows the number of the stock request document
Date	Shows the date on which the stock request was made
To Warehouse	Shows the warehouse for which the request was made
From Employee	Shows the employee that made the stock request
Linked Transactions	Shows the linked transactions (if any)
Description	Shows the description of the stock request (if any)
Comment	Shows additional comments (if any)
Requested	Shows the requested quantity
Confirmed	Shows the confirmed quantity

Plus a few additional buttons

Button	Mouse over text	Meaning
	Lines	Shows you the lines within the request (item ID, name, quantity)
	Edit Description	Allows you to edit the description (if any). This button only shows if the Comment and/or Description columns are shown
	More info	Opens more info – the Stock Request record

When the Result filter is set to Lines of Stock Requests the Result (3) section will show you the lines of Stock Requests that happened based on your filter criteria, one Requested item on each row. By default, the system will only show you the most used columns:

Column	Meaning
Document Number	Shows the document number for each particular stock request
Date	Allows you to see the date on which the stock request was made
To Warehouse	Shows the warehouse for which the stock request was made
From Employee	Shows the employee that made the stock request
ID	Shows the ID of each particular item
Name	Shows the name of the requested item
Brand	Shows the brand of the requested item
Description	Shows the description of each item (if any)
UM	Shows the unit of measurement selected for each particular item
Requested	Shows the requested quantity for each item
Confirmed	Shows the confirmed items for every request