A Material Request is a straightforward document that outlines the need for a specific set of items (products or services) for a particular purpose.

Material Requests serve various purposes, including:

1. Purchase: When the requested material is intended for procurement.
2. Material Transfer: When the requested material needs to be transferred from one warehouse to another.
3. Material Issue: When the requested material is to be issued for a specific purpose, such as manufacturing.
4. Manufacture: When the requested material is intended for production.
5. Customer Provided: When the requested material is expected to be supplied by the customer.

To access the Material Request list, navigate to: > Home > Stock > Stock Transactions > Material Request.

1. How to create a Material Request

1. Go to the Material Request list, click on New.
2. Enter the required by date.
3. Select from one of the purposes as listed above.
4. You can fetch Items from a BOM, Sales Order, or Product Bundle.
5. Select the Item and set the quantity.
6. Select the Warehouse for which Items are required.
7. You can change the Required By date for individual Items in this table.
8. Save and Submit.

1.1 Alternate ways of creating a Material Request 

1.2 Statuses

Here are the various statuses that a Material Request can have:

• Draft: The document is saved but not yet submitted to the system.
• Submitted: The document has been submitted to the system.
• Stopped: If no further materials are required, the Material Request can be stopped.
• Canceled: The materials are no longer needed, and the request is canceled.
• Pending: The Purchase/Manufacture process for the Material Request is pending completion.
• Partially Ordered: Purchase Orders have been made for some Items from the Material Request, while others are still pending.
• Ordered: Purchase Orders for all Items in the Material Request have been placed.
• Issued: The materials have been issued using a Material Issue Stock Entry.
• Transferred: The required materials have been transferred from one Warehouse to another using a Stock Entry.
• Received: The materials that were ordered have been received at your Warehouse using a Purchase Receipt.

2. Features

2.1 Items table

2.2 Setting Warehouses

Configure Warehouse: Optionally, you have the choice to designate the warehouse where the requested items will be received. This information will be automatically populated into the ‘For Warehouse’ fields in the item table rows.

2.3 More Information

In the ‘Requested For’ field, you can set a Reference from where Material Request was generated.

2.4 Printing Details

Letterhead

You can print your Material Request on your company’s letterhead. Read Letter head documentation to learn more.

Print Headings

Purchase Receipt headings can also be changed when printing the document. You can do this by selecting a Print Heading. To create new Print Headings, go to: Home > Settings > Printing > Print Heading. Know more here.

2.5 Terms and Conditions

In sales/purchase transactions, specific terms and conditions may dictate how goods or services are provided by the supplier to the customer. These terms and conditions can be applied to transactions and will be visible when printing the document. To know about Terms and Conditions, click here

2.6 After Submitting

You can create the following documents:

• Request For Quotation
• Purchase Order
• Supplier Quotation

 

2.7 Automatically generate Material Requests

Material Requests can be automatically generated by enabling the corresponding setting in Stock Settings and configuring the threshold level in the Item form. When the stock level falls below a specified quantity, enabling a reorder will automatically trigger the creation of material requests for the item.

3. Related Topics

1. Item
2. Request For Quotation
3. Purchase Order
4. Supplier Quotation