Material Request

A Material Request is an internal request for items — for purchase, manufacture, or transfer between warehouses. It's the first step in the procurement or production process.

When to Use Material Requests

• Stock levels fall below reorder point (auto-generated)
• A department needs materials for a project
• Manufacturing needs raw materials for a production run
• A branch requests stock transfer from the main warehouse
• Service/maintenance team needs spare parts

Creating a Material Request

1. Go to Stock > Material Request and click New.
2. Select the Purpose:

- Purchase: Items need to be bought

- Manufacture: Items need to be produced

- Material Transfer: Items need to be moved between warehouses

- Customer Provided: Customer-provided materials needed

1. Set the Required Date.
2. Add items in the Items table:

- Item Code, Quantity, Warehouse

1. Click Save and Submit.

Material Request Workflow

Material Request → Purchase Order (if purpose is Purchase)
                  → Work Order (if purpose is Manufacture)
                  → Stock Entry (if purpose is Material Transfer)

Auto-Generated Material Requests

YousrERP can automatically create Material Requests when:

• Reorder Level is reached (based on item reorder settings)
• Sales Order items are not in stock
• Production Plan requires raw materials
• Project requires materials

Material Request Status

Converting to Purchase Order

1. Open the submitted Material Request (with Purpose: Purchase).
2. Click Create > Purchase Order.
3. A Purchase Order is created with the requested items.
4. Edit quantities, select supplier, and submit.

Related Topics

• Purchase Order
• Stock Entry
• Manufacturing Overview