Users now have the ability to request inventory on work requests when editing or submitting a request.

Follow the instructions below to see how to use this feature.


The Requesting Inventory feature is enabled on the module level. Navigate to your General Admin Settings and check the Allow requesting inventory box for each work request module that you would like it to be enabled:

reqinv1.png

This feature also has a corresponding user type permission. Make sure to grant access to any User Type that you would like to have access this feature:

reqinv2.png

Once enabled, inventory can be requested on the enabled Work Request Module when editing or submitting the request:

reqinv3.png

Once submitted and approved, the requested quantity will appear in the work request grid and in the inventory grid:

reqinv5.png

reqinv6.png

Recording inventory usage in responses and resolutions will "fulfill" the inventory request. If the request is resolved without fulfilling the inventory, the requested quantity for that request is still reduced to zero:

reqinv7.png

If you have any questions, or need assistance setting up this feature, please contact our Customer Success team at support@gofmx.com!

 

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