[How-to] Request IT Inventory Stock In AssetSonar

This blog explains how to make a stock request for Inventory items in AssetSonar. You can read our accompanying blog on Purchase Orders for a full picture of handling procurement with our software.

Note: This feature is only available for Inventory stock items for now.

Contents

1. How to make stock requests as a Staff User?
2. Actions that Administrators can take on stock requests
   2.1. Types of actions on stock requests
3. Stock request alerts

1. How to make stock requests as a Staff User?

To do this, an Admin can give Staff Users the option to ‘Request Stock’, from Settings → Add Ons → Purchase Orders by selecting ‘Allow Staff Users to create purchase order requests for Administrators to review and replenish stock’.

Hit ‘Update’ to save the settings.

Note: For this to play out, make sure the Staff Users requesting stock have access to view and take actions on inventory items. You can do this from Settings → Company Settings → Access Control → More Policy Settings → Allow Staff Users to see all items.

Here’s how the Staff Users can then request ITAM Inventory stock using our IT inventory control software:

1. Running out of printer ink and toner at your office? To request more stock, go to the Inventory Details page. Click on More → Request Stock.

2. A Request New Stock dialogue box will pop up. Fill in the necessary fields like Delivery location, Quantity to Request, or more. See the image below:

3. Now you can choose one of the following two options to proceed with your stock request for water bottles:

a) If you plan to add a stock request to an existing (drafted/approval pending) Purchase Order, hit ‘Add to PO’. A dialogue will appear where you can identify which Purchase Order should be linked to the new stock request, e.g. PO # 2.

Hit ‘Add’. This will add your stock request, say, 20 ink cartridges to an active Purchase Order and send it to the Approval Pending state.

Learn more about Purchase Order states.

Note: A Staff User can only add stock requests to active Purchase Orders that were created by them. They cannot add them to POs that were created by another user or the Admin.

To learn more about the types of members in AssetSonar, click here.

b) If you hit ‘Send Request’, this will create a new Purchase Order against your Inventory stock request that will now be pending its approval by the Admin. A Staff User can view the stock requests status from Notification bell → Purchase Orders.

You can view all your existing and past Purchase Orders, approval pending POs, and denied stock requests here (see image below).

4. A Staff User can also add more items to an Approval Pending PO. The option to edit, delete, or add documents and comments to a Purchase Order is also available to the Staff User.

2. Actions that Administrators can take on stock requests

When a Staff User sends a stock request, an Admin can take different actions on the request. An Admin can then approve/deny these requests from the Notification Bell → Purchase Orders OR More → Purchase Orders.

An Admin can also send PO requests for approval by other Admins or simply approve the PO by themselves.

2.1. Types of actions on stock requests

From the Purchase Order Details page, an Admin can approve or deny a stock request for Inventory. Following are the four actions that an Admin can take:

A. Approving and confirming POs

This enables an Admin to approve a stock request placed by a Staff User and send the PO to the ‘Confirmed: Items Pending’ state (Note: You cannot add more items to this PO once you approve and confirm it). You can now receive items against this PO.

After items are received, this PO will either be sent to the Payment Pending or Completed state.

B. Approving and adding items to your Product Catalog

This option enables an Admin to approve a stock request placed by a Staff User and send the PO to the Confirmed: Payment Pending state.

Note: You cannot add more items to this PO once you approve and confirm it.

Once approved, the requested stock is automatically added to your Inventory catalog and assigned to the location specified at the time of the request. After items are automatically added to the catalog, a payment against the PO will send it to the Completed state.

C. Denying Requests

This option enables an Admin to deny or reject a stock request placed by a Staff User and send the PO to the Denied state.

Pro tip! Admins and Staff Users can view all denied stock requests from Notifications Bell → Purchase Orders.

3. Stock request alerts

Admins and Staff Users can enable email alerts for Purchase Orders on the Alerts page. Stay up-to-date with all the events in your company.

PO alerts for Admins

PO alerts for Staff Users

Related Posts

Adding custom fields to Purchase Orders

How can I customize the label of add stock, transfer stock, and sale action buttons?

How do I transfer inventory items from one location to another?

Read more: 6 Ways To Ensure Efficient IT Vendor Management With AssetSonar

About AssetSonar

AssetSonar is the leading ITSM tool used by tech organizations and businesses all over the globe. Sign up today for a free 15-day trial.

For more assistance, drop us an email at support@ezo.io. You can also visit our blog for detailed support posts

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