Stock Request

Stock request usually imply requesting stock items from your warehouse.

 Stock Request process

 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

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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.