Creating an Inventory Request from an Order Guide (SR, RT, TR, & DT)
Navigating to Request From Guide
1. Go to “Inventory” on the menu bar, then select “Request Inventory” and then “Request From Guide”.
Select an Order Guide
Selecting the Order Guide
1. Search and select the guide you would like to use.
2. Once the order guide is selected click on “Create from Order Guide”.
Add Quantities to Items
1. Add quantities for the items you wish to order. Entering quantities will automatically select the items for inclusion in the request. Pressing Enter on your keyboard will move you to the next line.
2. Once you have put in your quantities you must hit “Update”. This will save the order as well as fill in the extended amount column for each item.
Process & Finalize
Process & Finalize
1. Select “Process and Finalize”.
2. Once you are in the “Process and Finalize” screen, you have the option of printing or emailing the request to yourself as well as to others.
3. To finish click on the “Complete and Submit” button.
Cycle of Inventory Requests
