Handle Material Requests

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1.0 Create a New Material Request

1. Navigate to Stock > Material Request > New Material Request.
2. In the header, fill in:
   • Request Type: Material Transfer (internal) or Purchase (external)
   • From Warehouse (for transfers) or Supplier (for purchase)
   • Required By date
   • Company
3. Click Save to draft the request.

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1.1 Add Requested Items

1. In the Items table, click Add Row.
2. For each line, enter:
   • Item Code
   • Qty needed
   • UOM
   • Target Warehouse (for stores) or Delivery Address (for purchase)
3. Click Save to update the MR.

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1.3 Submit & Approve

1. Click Submit to send the MR for approval.
2. Approvers receive a notification; they can open the MR and click Approve or Reject.
3. Once approved, the MR status changes to Approved.

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2.0 Fulfill via Transfer

1. After approval, click Create > Stock Entry from the MR.
2. Select Purpose = Material Transfer.
3. Verify Source and Target warehouses and quantities.
4. Click Submit to move stock.

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2.1 Fulfill via Purchase

1. After approval, click Create > Purchase Order.
2. The PO is pre-populated with MR items.
3. Review and Submit the PO to initiate procurement.