Material requests in the COINS Stock module let you request stock items from one location to another, for example from a warehouse to a site or engineer's van. Each request tracks the quantity requested, the quantity issued, and the outstanding balance, giving you full visibility of stock movement and fulfilment.

When to raise a material request

A site requires stock from a warehouse.
A field technician needs items replenished in their van.
Stock needs to be moved to a specific location.

Raise a material request

Go to Stock > Material Requests.
Click Add.
Complete the header fields, including Location (the location from which stock will be issued), Our Ref, Requested By, Requested, and Date Required.
Enter the delivery address and any relevant notes in the Notes field.
Click Save.

Add request lines

After saving the header, the system takes you to the request lines screen.

Click Add.
Select the stock item and enter the quantity.
Select the analysis type, for example Contract, Asset, or Workshop.
Click Save.

View material request lines from the workbench

Go to Stock > Material Requests and open the relevant request.
Click Options in the top right.
Select Material Request Lines from the dropdown.
The system displays all lines added to the request.

Issue stock against a material request

Stock requests are visible under Stock > Stock Requests. From here, you can select request lines to issue or transfer stock.

Full issue

Go to Stock > Stock Requests.
Select the request line.
Click Issue.
Enter the transaction date and click OK.
A stock issue batch is created with the stock request description. Click Next.
Verify the line items, then click Post.

Once the full quantity is issued, the line is removed from the stock request screen. On the material request lines screen, the issued quantity updates to reflect the completed issue and the line is marked as completed.

Partial issue

If you need to issue fewer items than requested, update the quantity in the stock transaction lines before posting.

Go to Stock > Stock Requests.
Select the request line.
Click Issue.
Enter the transaction date and click OK.
Click Next.
Update the quantity in the stock transaction lines to the amount to be issued.
Click Post.

The line remains visible in the stock request screen with the remaining balance shown in the To Do column until the full quantity is issued.

Transfer stock using a material request

To transfer stock rather than issue it, you must first set the analysis type to Transfer on the request line and select the destination department.

Go to Stock > Stock Requests > Request Headers.
Click the reference number of the relevant request.
Open the transaction line and select Transfer from the analysis dropdown.
Select the destination department in the Analysis box.
Click Save and return to the stock requests screen.
Select the line and click Transfer.
Enter the transaction date and click Save.
A stock transfer batch is created. Verify the transaction details, then click Post.