Material Requests (staff)
Staff ask the store for items.
Overview
A material request is how a staff member asks the store for items, for example bags or hoodies to hand out at the end of a training. The same requests appear in Purchase and in Inventory. A request is submitted, approved (a second, final approval can be required), and then the store issues it.
Material requests can be raised from a CPD event, in which case the issue and any return are tied to that event.
When to use material requests (staff)
- You need items from the store for your work.
- The store needs to see what staff are asking for.
Step by step
In the Inventory module open Operations in the green navigation bar, then choose Material Requests (staff) under Transactions.
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Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: NUMBER, TYPE, PURPOSE / PROJECT, REQUESTED BY, REQUIRED BY, ISSUED / QTY, EST. VALUE, STATUS.
- Actions on the screen: New Material Request.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- inventory.material-requests.approve
- inventory.material-requests.approve-final
- inventory.material-requests.create
- inventory.material-requests.issue
- inventory.material-requests.read