Request materials (material request)
A Material Request is an internal request: "we need this, by this date". The store or production team makes it. Purchasing then turns it into a purchase order. It does not change stock or accounts.
Before you start
- The items exist, for example "Corn grits" (unit Kg) and "Printed film, cheese" (unit Roll).
- You know which warehouse the materials should go to, for example "Raw Materials - EF".
Steps
- Go to Stock > Material Request (also in Buying) and click + Add Material Request.
- Set Purpose to Purchase.
- Set Required By, for example 2026-10-25.
- Set Set Target Warehouse, for example "Raw Materials - EF".
- In Items, add each Item Code and Quantity. Example: "Corn grits", 2,500 Kg (50 bags of 50 kg). "Printed film, cheese", 20 Roll.
- Check the UOM on each row. If you enter bags, the system converts to Kg using the conversion set on the item.
- Click Save, then Submit.
What purchasing does next
From the submitted material request, purchasing clicks Create and chooses one of:
- Purchase Order to order directly from a known supplier.
- Request for Quotation to ask several suppliers for prices. Each supplier's answer is entered as a Supplier Quotation, and the chosen one is turned into a purchase order with Create > Purchase Order.
- Supplier Quotation to record a price offer you already received.
The material request status changes to Partially Ordered, Ordered, and Received as the steps are done.
Good to know
- Your system can create material requests automatically when stock falls below a re-order level set on the item. Your consultant sets this up during onboarding.
- Other purposes exist, for example Material Transfer to ask for stock from another warehouse. See Move stock between warehouses.
- If the need is gone, open the request and use Stop so purchasing does not order it.
- Your company may need a manager to approve requests. Your consultant sets up any approval steps.
Related
Last updated 1 week ago
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