Enabling Requisitions for Sales & Purchase Invoices
Click on “Inventory” from the main menu.
Click on “Inventory Settings”.
Click on the card titled “General”.
Click on the checkbox “Enable Requisitions For Sales Invoices” to activate it for sales invoices.
Click on the checkbox “Enable Requisitions For Purchase Invoices” to activate it for purchase invoices.
Click on “Save”.
The system will create an inventory permit (requisition) for issuing or adding with each sales or purchase invoice on the account. The requisition appears in the “Requisitions List” with the status “Under Delivery”.
The system will display the status of each requisition in the invoice list on the account, and a summary of the issued requisition appears inside the invoice viewing window.
Confirming/ Rejecting the Requisition
Click on “Inventory” from the main menu.
Click on “Manage Requisitions”.
Click on the requisition you wish to confirm or reject.
Click on the “Confirm” or “Reject” button at the top of the page.
You can confirm or reject a group of requisitions together by following these steps:
Select the requisition you wish to confirm or reject.
Click on “Actions” at the top of the page.
Select “Accept” or “Reject”.
Partial Delivery of the Requisition
In some cases, you may need to confirm the receival or issuance of only a part of the list of products contained in the requisition.
Click on “Inventory” from the main menu.
Click on “Manage Requisitions”.
Review the required requisition.
Click on the “Edit” button.
Delete items of the deferred or rejected products, or edit the quantity field for the item and enter only the received quantity.
Click on the “Confirm” button.
The system will save the requisition with the status “Confirmed” with the items and quantities contained in it, and a new requisition will be created with the status “Under Delivery” that includes items of products that were deleted and quantities that were reduced from the first permit.
