Inventory requests

Inventory → Requests (/dashboard/inventory/requests) is how stock leaves inventory. A technician (or anyone on the team) asks for what they need for a job, and someone with inventory write access approves it. Approving takes the units out of stock.

Raise a request

Anyone with access to Inventory can raise a request.

1. Click New Request.

2. Fill in:

   Field	Required	Notes
   Item Type	Yes	Shown with its unit, for example ONU/ONT (piece).
   Units	Yes	How many, in the type’s unit. Must be more than zero.
   Priority	No	Low, Normal (default), High or Urgent.
   Reason (optional)	No	For example Install for John Doe, Plot 12.

3. Click Submit Request. You’ll see “Request submitted” and it appears in the list as pending.

Note

A request is only accepted if enough stock is available. If not, you’ll see a message like “insufficient stock: 10 available, 60 requested”. Add stock first, or request fewer units.

Stock isn’t reserved when you raise a request. It’s taken only when the request is approved.

Approve or reject

Owners, admins, operators, inventory admins and billing admins see Approve and Reject buttons on pending requests.

• Approve: confirm “Approve this request and allocate stock?”. ISPMan takes the units from the oldest batch first, then the next, and records each deduction. You’ll see “Request approved and stock allocated”. The approval is written to the audit log with the balance before and after.
• Reject: confirm “Reject this request?”. No stock changes.

If approval fails with “Could not approve (stock may have been depleted)”, other approvals have used up the stock since the request was raised. Nothing is deducted and the request stays pending. Add stock, then approve again.

The requests table

Column	Meaning
Item Type	What was requested.
Units	How many.
Status	pending, approved or rejected. Filter by status to see what’s waiting.
Priority	low, normal, high or urgent.
Reason	The requester’s note, or -.
Actions	Approve/Reject for pending requests (write roles only).

Requests from customer onboarding

On the Onboarding board, a customer’s ticket has a Request inventory for this customer section. Pick the item type, enter the units and click Raise request. The request’s reason is set to the customer’s name, and the ticket shows it’s awaiting that item until the request is approved. See Promotions.

Tips

• Filter by pending each morning so technicians aren’t kept waiting.
• Use the reason to name the customer or site. It makes the request list a simple record of where equipment went.
• Use priority for jobs that can’t wait, such as a customer who is down.

Related

• Inventory overview
• Items and stock
• Inventory settings