Inventory Restaurants: Processing a Sent Requisition

Sending Site

After a requisition has been sent to the issuing site, it will have a status of ‘Sent’.
 

• To view a requisition, go to the Stock Management tab
• Select the Pending tab
• Select Requisition from the Transaction Type drop-down menu

Fig.1 – Requisition in Transaction Type Drop-Down

The sent requisitions will then display.
 

• Select the required requisition

Fig.2 – Sent Requisitions

An example sent requisition is displayed in Fig.3 as seen by a user at the site where the requisition was created.

The requisition can be ‘Re-Opened’ and edited or ‘Approved’ if the stock has been received from the issuing site.
 

Fig.3 – Re-Open a Sent Requisition

Issuing Site

The Issuing Site has a slightly different view of the requisition, however, the process to view a sent requisition is the same as above:
 

• Go to the Stock Management tab, select the Approved tab 
• Select Requisition from the Transaction Type drop-down

Fig.4 – Approved Requisitions

Editing a Sent Requisition
 

• Select the required requisition and select Re-Open to update the quantities or remove items
• Edit the requisition as necessary and select Send 

Please Note: It is possible for a user at an Issuing site – with the relevant access – to send and approve a requisition. However, it is best practice for a user at the receiving site to do so. The Issuing Site can instead use the ‘Issued’ status.
 

Fig.5 – Editing a Re-Opened Requisition

Issued Status

A user in an Issuing Site may use the ‘Issued’ status to indicate that stock on a requisition has been issued to the requesting site.
 

• To do so, select Re-Open on the required requisition 

Fig.6 – Re-Open & Issued Buttons

• Select the Issued button

Once selected, the ‘Issued’ button is no longer visible and the status is updated to Issued.
 

• Once the stock is correct, a user at the receiving site needs to select the Approve button to approve the items into stock

Fig.7 – Approve Button