Requesting Items from Warehouses

One of the ways you can replenish your inventory is by requesting items from your other warehouses using your restock list. (The other method is requesting specific items or supplies from a supplier/vendor. See "Requesting Items from Suppliers")

From the Main Menu screen, click RESTOCK. The Browse Restock List screen appears with all inventory items that need restocked displayed in a table.

In the restock warehouse drop-down list, select the warehouse to be restocked (where the stock items will be sent).

This field offers your agency-defined list of warehouses, which you maintain in the Setup area of the program. See "Setting Up Warehouses"

Click

and select “Refresh Restock List” from the menu that appears. This ensures that the list you work with contains the latest and most up-to-date information.

Click

again and select “Create Purchase Request.” Step 1 of the Add Request Wizard is initiated.

Verify that the restock to location (warehouse to where item will be sent) and request date (date item is requested) is correct.

Select who is making the request from the requested by drop-down list (the default name is the person currently logged into the program).

This field offers your agency-defined list of WinTen² users, which you maintain in the Master Setup program.

Click START to continue to step 2 of the wizard. The top portion of the second wizard screen displays all items that need restocked.

Highlight the item in the top, restock items list and click

. The item now displays in the bottom, selected items list. Repeat until all items you want to request to purchase are placed in the selected items list. To move all items to the bottom of the screen, just click

Note: You may select to filter the restock items list by category and/or vendor. After selecting the information from the drop-down lists, the item(s) that meet your filter criteria will display.

If necessary, edit the restock quantity of any of the selected items.

Note: If the maximum is set to zero, but the minimum is a number larger than zero, the restock quantity will be a negative number. You need to have minimum and maximum numbers set up correctly for this option to work.

10.

Click NEXT to continue. Review and confirm the purchase request information you have set up.

11.

Click FINISH to create the purchase request. The purchase request now appears on the Browse Requests screen with a status of "New," and it is now available to work with in the Purchase Orders program.

Hint: To view new requests without having to access the Purchase Orders program, either click on the Browse Restock List screen and select “View Request,” or click REQUEST on the Main Menu screen.

Using on the toolbar of the Browse Requests screen, you can now either mark the request for a quote, requisition, rejection, purchase order, or pick list. You can also create a quote, requisition, purchase order, or pick list from the request. See "Creating Quotes"; See "Creating Requisitions"; See "Creating Purchase Orders"; See "Creating Pick Lists from Requests"

Purchase requests created from Consumable Inventory items always have a status of “New.”