Issue Request

Purpose 

The main purpose of this module is to enable the administrator to view and manage the issue requests for the warehouses. By placing the issue request admin will be able to manage the various items issued to various warehouses.

Navigation Path

Path : Consumption > Issue Request 

Listing Screen

View list of all the issue requests that were previously added by the users. Admin will have an option to add the request and also will be able to add issue requests. Admin will be able to view the status log of the requests. Admin will be able to search the requests using the filter option this is provided on the list. Admin can view the listing in three ways, the admin will have the option to change the view by clicking on the “Change view” Button.

Table View

List View 

Grid View

Add Issue Item Request

Place Issue Item Request

• The user will be able to place an item issue request.
• The user needs to fill in the Item Issue Request information to place an Item Issue Request.

Fields available in the Issue Item  requests form

1)Item Category(Required) – The user can select the item category from the item category drop-down list.

2)Serving Warehouse(Required) – This is for specifying the warehouse from which the item send for the generated issue request.

3)Item Owner(Required) – This field allows the user to specify the owner of the item which they want to issue. The fields in the drop-down selection of item owners will vary from warehouse to warehouse, as it is based on the items each warehouse contains.

4)Issue type(Required) – This field allows the user to specify the type of Issue Request. It allows the user to select whether the issue request is for Staff or  Department.

5)Requestor Name(Required) – This field allows the user to specify the Name of the Requestor. The selections in the drop-down list will depend on the Issue type selected. If the user has selected Staff in the Issue Type, the user will be able to select staff personnel and if Department has been selected, the user will be able to select the Department to which the item needs to be issued.

6)Remarks(required) – This field allows the user to add any remarks if they want to.

7)Approval Attachments(Required) – This is for specifying the attachments if any. For example, any pdf files or images related to the In-Bounded Stock.

8)Priority(Required) – This field allows the user to specify the Priority for the issue request.

9)Item usage type(Required)  – This field allows the user to specify the Usage type of Item for which the issue request is generated.

10)Expecting Return(Required) – This field allows the user to specify whether the product will be returned or not.

11)Expected return Date(Required) – This field allows the user to specify the date when the product will be returned if yes is selected in the Expecting Return field.

12)Approval Name(Required) – This allows the user to specify the Name of the person who approves the issue request. 

13)Purpose(Required) – This field allows the user to specify the purpose for which they require the item and hence have generated an Item Issue Request,

14)Add Item(s)  – On clicking this button the user can specify the items for the issue request.

• The user can add products by selecting products from the dropdown list.
• On selecting the product the user needs to specify the quantity.
• The user can ask for multiple items by clicking on the add new button.
• On clicking the submit button an issue request has been generated.

Issue Item 

• On clicking this button the user will be redirected to a Process Issue Request  Page.
• This page contains all the details which were filled in the Item Issue request form.

• Here the user is required to scan or enter the inventory S/N.
• On either scanning or entering the inventory S/N, the details of the Requested Item are displayed as shown below

• Here the user can see the details such as bin number, item condition.
• The user is required to upload an item image.

• On clicking the Process Stock button the  Item issue request is sent successfully.

Other Actions

• On a click of this button, the user can perform multiple actions based on the status of the item request process.

Return Items –  

• On clicking this button the user will be redirected to a Process Return Request  Page.
• This page contains all the details which were filled in the Item Issue request form.

• Here the user is required to scan or enter the inventory S/N.
• On either scanning or entering the inventory S/N, the details of the Item to be returned are displayed.

Mark Lost

• On clicking the Mark Lost button the user can see the details of the items.
• Here the user can select the item which is lost by selecting the checkbox 

• On clicking the submit button after selecting the product, the item is considered lost and it is automatically reconciled.

Cancel request

• On clicking the cancel request button the user can see the details of the items

• To cancel a request the user is required to enter remarks and add an attachment describing the reason for the cancellation of the issue request.
• On click of the submit button, the issue request is canceled.

Summary

• On interacting with the button the user will be able to view the summary of that particular delivery as shown below

• The summary tab specifies the details of the issue request transaction, the  Issued Details tab specifies the details of the issued products, the return details tab specifies the details of the returned products, the notes tab specifies any notes added, the activities tab shows the activities of the issue request.

Quick Return

• This field allows the user to Quick Return the product by scanning or entering the Inventory S/N number.