Requested Products

Requested Products

Requested Products

If you are Requesting Products from stock those products have not yet had stock levels reduced. But, if your are utilizing Reorder Methods to trigger when it is time to order products  requested products are considered in the Recommended results. This report gives you insight into products Requested "set aside" to be used but have not had stock levels reduced. 

Customize Options

Once you access the report there is a default of displaying all of your Requested Products but you can customize/refine your filter to a specific order by:

Filter options:
  1. If you are at a Corporate Level then you will be able to see the report for all practice locations within the corporation by default.
    1. If you are at a Practice Level then the default display is all data from your specific practice.
  2. Search field utilizing SKU, Desc., etc.
  3. Select from drop-down filters to limit results
  4. Once you have utilized filter options click Build Report
  5. Download options include PDF or Excel.

    • Related Articles

    • Issue Products

      Issuing Products If you have permission to Issue products this is the second step in the process of Issuing products from Stock: To Issue products: Go back into the Product Requests > Products Requested page. Again, this page lists every Product ...
    • Issued Products

      Issued Products If you are issuing products from stock and managing inventory levels this becomes a very powerful report. Understanding who requested or Issued Products, the quantity, the value, the date, and where in your business products are being ...
    • Products - Overview

      Products are the supplies you Order from your Vendors. They are created by filling in basic product information and we record information and history about the products as they are used within the application. They can be accessed and managed from ...
    • Re-Stock Products

      To Re-Stock a product is to add back or increase the On Hand Quantity of the product in your Inventory. This is done if a certain product was requested and issued from stock, but for various reasons it was not needed or used. You can Re-Stock the ...
    • Requesting New Products

      If your User Permissions require you to Request Approval for "New" Products (new to your corporate and/or company catalogs)  you will see a   + Request New   button on the Corporate or My Catalog pages.  If you search for, but cannot find a product ...