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How To Allocate Stock Items For A Service Request

When it comes to stock allocation, there can be two activities on service request-

  • Stock allocation request
  • Stock allocation

It's not necessary that both of them have to be interlinked. 

To create a stock allocation request on a service request(ticket)- 

  1. Hover on ‘Services’
  2. From the drop-down menu, click ‘Service Requests
  3. From the list, click any service request(ticket) that you would like to create a parts/stock allocation request for
  4. Click on ‘Add’ from the top right corner and click ‘Stock Allocation’ from the dropdown list
  5. Fill in the required details and provide details of all the stock items(parts/products) that you want to be issued. And select the ‘Warehouse’ you would like these stock items to be assigned/released from
  6. Once filled, click ‘Add’ from the top right corner

This stock/parts allocation activity details will be sent to your reviewer/manager, if any. Once approved, it will be visible to the warehouse/depot supervisor for allocation.