01What it is
You create a requirement before placing an order with a supplier. You pick the job or stock, a supplier or To be decided, and then add the material items.
The screen shows items with the status Needed. When you change the status to Ordered, the requirement leaves this list and carries on in Orders.
The menu item is visible in extended mode, which you switch on in the company settings. Without the Warehouse and logistics module the screen is read-only.
- ONE REGISTER
- Requirements and orders are the same records.
- FILTER
- Only the status Needed by default.
- SURPLUS
- Other projects checked before buying.
02What it is for
See what is missing
One list of materials needed for jobs.
Look in-house first
Surplus across projects shows whether the material is already somewhere.
Order in bulk
You turn needs into supplier orders with one status change.
Do not lose a day
The job filter shows what is holding up a particular job.
03Main options
Requirements is the list of needs, the new requirement form and the way to surplus on other projects.
Everything with the status Needed
The same columns and tiles as orders, with the status filter set to Needed.
- Order with item count, job, project, supplier, due
- Filters: job, status, category and group
- Status change to Ordered from the row menu
A need before there is an order
A form with the header, items and supplier offers.
- Job or To stock (no job)
- Supplier or To be decided
- Items from the catalogue or entered manually with a quantity
Is it already somewhere
An item in the Actions menu leads to the surplus across projects screen.
- Surplus worked out as stock minus reservations minus minimum stock
- A transfer instead of a purchase if the material sits in another store
04Tasks step by step
- STEP 1Open Modules › Materials › Requirements and choose New requirement.
- STEP 2Pick the job and leave the supplier as To be decided.
- STEP 3In the Items tab add the materials with quantities.
- STEP 1Choose Surplus across projects from the Actions menu.
- STEP 2On an item that can be covered, choose Prepare a transfer.
- STEP 1Open the requirement and pick a supplier or an offer.
- STEP 2Set the status to Ordered and the expected delivery. The item moves to Orders.
05Actions
The most common tasks around requirements.
New requirement
Materials for a job.
Surplus across projects
Whether the material is already somewhere.
Change status
From Needed to Ordered.
CSV export
The list from the current filter.
06What it connects to
Choose a module to see where a requirement leads.
Surplus
The surplus screen shows Needed items that stock can cover.
Go to the topicSurplusMaterials catalogue
You pick items from the materials catalogue.
Go to the topicMaterials catalogue