Stock Request
Stock request usually imply requesting stock items from your warehouse.
Stock Request process
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Within the Webaccounting system, stock requests can be used for 3 reasons:
RFQ – Request for Quote
Request stock from warehouse (Picking Slip)
Request Purchase order
This form allows the user to search for and amend existing stock requests and create
new stock requests.
To create a new stock request, Click on Add
Enter a description of your choice. (This could be a client’s name, or purpose for the stock request for example).
The reference could be the same as the description or a unique reference that you wish.
Requested by, will default to the name of the user capturing the stock request, however, you can
change this by clicking on the drop down box and selecting the person’s name that actually
requested the stock.
For instance, you may be the warehouse manager and a staff member requests stock items, you
could enter his/ her name as a reference for possible future queries.
The stock request can be of two types, Either Cost to Company (CTC) or Scope Creep (SC)
CTC = A cost to company. SC = An adhoc cost, perhaps an item initially forgotten to add.
To Insert item line(s), click Add
| Basic Search Tab | the user can search by entering the information on the following fields |
| Stock Request Number | to search by entering the stock request number |
| Description | to search by entering the description |
| Job Number | search by entering the job number |
| Date From | search by selecting the date from which stock request search runs from and also the date to |
| Status | to search by selecting the status from the drop down arrow |
| Requested By | search by entering the name of the person requesting the stock |
| Reference | search by reference |
| Add button | to insert a new stock request |
| Edit button | to view or edit the selected stock request item |
| Delete button | to remove the currently selected stock request. |
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