Hardware and product requests created through tickets or sales orders appear under Requests in Inventory Management.
From here, technicians can fulfill items from available stock or send unavailable items to procurement.
The workflow is straightforward:
Stock available → reserve or fulfill the item
Stock unavailable → send the item to the Procurement Queue
Fulfilling an inventory request
Go to Modules > Inventory Management > Requests.
Open and review the requested products and the available inventory for each item.
For products that are available in stock, click Fulfill and allocate the required units.
4. If there is not enough stock to fulfill a requested product, select the affected line items and hit Send to Procurement Queue.
5. The items are added to the Procurement Queue, where they can be consolidated into purchase orders.
6. On the left panel, you will be able to access the Partially and Fully Fulfilled Requests. Open the Reserved tab to view inventory that has already been set aside for upcoming client fulfillment.