Introduction
Welcome to this user-friendly guide on the Material Request feature within Empress, designed specifically for business users. This guide will walk you through the functionality of the feature, focusing on its practical applications for everyday business operations.
What is a Material Request?
In Empress, a Material Request is a crucial tool that helps businesses articulate their needs for specific products or services. Whether you need to purchase items, transfer materials, issue resources, or request customer-provided goods, a Material Request is your go-to document.
Accessing the Material Request Feature
To start using the Material Request feature, follow these simple steps in the Empress user interface:
- Click on Home in the main menu.
- Select Stock from the dropdown menu.
- Choose Stock Transactions.
- Click on Material Request.
Creating a New Material Request
Creating a new Material Request is a breeze! Here’s how you do it:
- From the Material Request list, click on New.
- Set a ‘required by’ date.
- Choose your purpose: Purchase, Material Transfer, Material Issue, Manufacture, or Customer Provided.
- Fetch the items you need from a Bill of Materials (BOM), Sales Order, or Product Bundle.
- Choose your items and specify the quantity you need.
- Select the warehouse where the items should be delivered.
- Adjust the ‘Required By’ date for each item if necessary.
- Save and submit your Material Request.
Understanding Material Request Statuses
Your Material Request can have a variety of statuses, each indicating a different stage in the process:
- Draft: The Material Request has been saved but not yet submitted.
- Submitted: The Material Request has been officially submitted.
- Stopped: The Material Request has been halted because no more materials are needed.
- Canceled: The Material Request has been discontinued because the materials are no longer needed.
- Pending: The purchase or manufacture of the materials is still in progress.
- Partially Ordered: Some items have been ordered, but others are still pending.
- Ordered: All items in the Material Request have been ordered.
- Issued: The materials have been deployed using a Material Issue Stock Entry.
- Transferred: The materials have been moved from one warehouse to another.
- Received: The requested materials have been received at your warehouse.
Additional Features of the Material Request
The Material Request also offers several additional features that help you manage and track your requests:
- Items Table: This feature allows you to track items using barcodes, add items by scanning their barcodes, fetch item information from the Item Master, set accounting details for the items, and create a page break before an item when printing the request.
- Setting Warehouses: You can specify the warehouse where the requested items should be delivered.
- More Information: You can reference the source of the Material Request.
- Printing Details: You can print the Material Request on your company’s letterhead and change the headings on the printed document.
- Terms and Conditions: You can include specific terms and conditions in your Material Request.
- After Submitting: Once submitted, you can use your Material Request to create a Request For Quotation, Purchase Order, or Supplier Quotation.
- Automatic Material Request Generation: Empress can automatically generate a Material Request when an item’s stock level drops below a specified point.
In conclusion, the Material Request feature empowers businesses to efficiently manage and track their material requirements, enhancing business processes and increasing productivity. If you need further assistance, please refer to our additional resources or contact our support team.