Inventory Management - Submitting an Inventory Request

Inventory Management - Submitting an Inventory Request

Purpose

The purpose of this article is to demonstrate how to submit a request for inventory in the Assets module.

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Video


Instruction


1. Select Inventory Management from within the Assets module.


Select Inventory Management from within the Assets module.



2. Click on REQUESTS


Click on REQUESTS



3. Click on Inventory Request


Click on Inventory Request



4. Select the username that is submitting the request.


Select the username that is submitting the request.



5. Select the request type that is being submitted.


Select the request type that is being submitted.



6. Select the apparatus, station, or storage that the items are needed in. If the items being requested are assigned directly to personnel, then select the user from the user tab.


Select the apparatus, station, or storage that the items are needed in. If the items being requested are assigned directly to personnel, then select the user from the user tab.



7. The "Request To" field may already be prefilled for the User(s) or Team(s) the request should be sent to. Whether or not this field can be edited is dependent on how your agency set it up.






8. A summary is not required; however, information should be entered in this field based off of your agency's guidelines or policy.


A summary is not required; however, information should be entered in this field based off of your agency's guidelines or policy.



9. Start typing the actual inventory item needed in the Inventory field then select the item needed from the results.

Info
Only a few characters are required to return results of the inventory in your account.



Start typing the actual inventory item needed in the Inventory field then select the item needed from the results.



In cases where browsers are set to autofill do NOT select the item form the suggestion, doing so will result in an error
In cases where browsers are set to autofill do NOT select the item form the suggestion, doing so will result in an error




10. Select the sublocation (compartment, storage or pouch) the item(s) are needed in


Select the sublocation (compartment, storage or pouch) the item(s) are needed in



11. Enter the quantity needed and select the check mark.


Enter the quantity needed and select the check mark.




Selecting the Barcode next to + Add Inventory will open the device camera and the barcode for the SKU may be scanned to enter the item. The Location Needed and Quantity will still need be filled out.






12. To add additional inventory items to the request, select + Add Inventory and repeat steps 9-11.






13. If your agency's guidelines or policies suggest that comments should be added upon making the request, select the COMMENTS tab then, Enter the comment in the field at the bottom of the page and select Send


Info
Comments will display the user that submitted the comment.

If your agency's guidelines or policies suggest that comments should be added upon making the request, select the COMMENTS tab then, Enter the comment in the field at the bottom of the page and select Send



14. When finished, select Save.


When finished, select Save.



17. The inventory request is now submitted and awaiting action to be fulfilled.


The inventory request is now submitted and awaiting action to be fulfilled.



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