Managing Inventory Requests

An inventory request is a formal procedure to initiate a request for procuring items/tools for completing service appointments. The request can be raised when technicians require specific items or spare parts to complete maintenance tasks or when stock levels of certain items fall below predetermined thresholds, prompting the need to restock. Effective management of inventory requests is crucial for ensuring timely and accurate responses to meet customer demands, optimize supply chain operations, and maintain efficient inventory movement processes.

The upcoming sections explain how to create and process inventory requests.

Creating Inventory Request

When a technician requires items/tools for completing a work order they can create and submit an inventory request listing the necessary line items

Reserving Items and Tools

The reservation system enhances operational efficiency by guaranteeing that necessary inventory items/tools are allocated appropriately and utilized when required