Stock Requests

Introduction

The stock requests module is a powerful feature designed to simplify and optimise the process of managing stock for jobs and visits, ensuring your team has the right resources at the right time. Whether you are allocating materials for a scheduled visit or handling surplus stock after a job, this module offers a seamless way to streamline inventory management.

This guide will walk you through the key features, benefits, and workflows of the Stock Requests module, helping you maximise its potential to improve efficiency, reduce errors, and maintain optimal inventory levels.

How to access the Stock Requests module

Click the Marketplace option on the main menu and then click Stock Requests

Stock Requests page

The Stock Requests landing page is your one-stop shop for managing all your stock requests.

Quickly find specific jobs, parts, dates and more using the handy search filters.

Switch between tabs to view items that are Requested, Reserved, or Issued at a glance.

We’ll return to this page later. Next, let’s explore the different ways you can add stock requests.

Adding a Stock Request on the main page

There are a couple of ways you can add a stock request.

The first option is on the Stock Requests main page. Click Add Stock Request in the top right

You’ll then need to select a Job Number from the dropdown

Next, you can select your Part/Equipment

Once this has been chosen, you can enter the Requested Quantity (mandatory) and Schedule Date (not mandatory)

At this stage, you can toggle the ‘Take action on this request’ to either mark the item as Reserved or Issued, if required. You can leave this toggle off, and simply request the stock for the time being if you prefer.

Here you can choose the Location, Rack/Shelf and Quantity

Click Save to finalise your choices

If you have the Serialised Stock option enabled, here you’ll be able to select the Serial Numbers for your chosen parts, when issuing from stock

To read more about seralised stock, click here.

Adding a Stock Request against a job

You can also add a stock request via a job. Click Jobs > All Jobs from your main menu

Next, select the job number you’d like to add stock to

Click the Stock Request tab on the top right

Here you can see any current stock that has been requested on this job

You can also click the Add Stock Request button to add new items

Next, you can select your Part/Equipment

Once this has been chosen, you can enter the Requested Quantity (mandatory) and Schedule Date (not mandatory)

At this stage, you can toggle the ‘Take action on this request’ to either mark the item as Reserved or Issued, if required. You can leave this toggle off, and simply request the stock for the time being if you prefer.

Here you can choose the Location, Rack/Shelf and Quantity

Click Save to finalise your choices

If you have the Serialised Stock option enabled, here you’ll be able to select the Serial Numbers for your chosen parts, when issuing from stock

To read more about seralised stock, click here.

Adding a Stock Request against a visit

To add a Stock Request against a visit, click into your Jobs > All Jobs from your main menu

Next, select the job number

Click the Visit tab and then onto the Engineer Name

Click the Stock Request tab on the top right

Here you can see any current stock that has been requested on this job

You can also click the Add Stock Request button to add new items

Next, you can select your Part/Equipment

Once this has been chosen, you can enter the Requested Quantity (mandatory) and Schedule Date (not mandatory)

At this stage, you can toggle the ‘Take action on this request’ to either mark the item as Reserved or Issued, if required. You can leave this toggle off, and simply request the stock for the time being if you prefer.

Here you can choose the Location, Rack/Shelf and Quantity

Click Save to finalise your choices

If you have the Serialised Stock option enabled, here you’ll be able to select the Serial Numbers for your chosen parts, when issuing from stock

To read more about seralised stock, click here.

Requesting Stock When Upgrading a Quote to a Job

When upgrading a Quote to a Job, you can also Request Stock for any Materials against the quote.

Go to Quotes > All Quotes and select the relevant quote number.

Click the Upgrade button in the top right.

In the upgrade window, tick the option: ‘Automatically create stock requests for each material line item’

Taking action against Stock

Stock Requests page

Navigate back to your Marketplace > Stock Requests page to reserve, issue or release current Stock Requests

In the Requested tab, tick any items you’d like to amend

You’ll then have two options: Reserve Stock or Issue from Stock

You can also choose Issue from Stock for any items under the Reserved and Partially Reserved tabs

Reserved Stock

Tick the stock items and then choose a Location, Rack/Shelf and quantity before clicking Reserve.

Issue from Stock and creating POs

Tick the stock items and then choose a Location, Rack/Shelf and quantity before clicking Continue.

You’ll then have the option to create a Purchase Order if required, or to Skip and Issue

If you are creating a PO, you'll have a couple of options.

First, tick the items you want to include in the Purchase Order.

You can then assign a different supplier to each individual line item or choose a single supplier for all items using the dropdown at the bottom of the list.

Click Continue when you are ready.

You can now choose to create a single multi-job Purchase Order or generate separate POs for each job—depending on how you'd like to manage the orders.

Selecting Multi-job PO will generate one Purchase Order containing all items across the selected jobs:

You can edit each line to send items to different delivery addresses, if needed. However, the email and PO document templates will apply to the group as a whole.

Choosing Separate POs will create an individual Purchase Order for each job—in this example, that would result in 4 separate POs:

You can edit each PO as needed, including Delivery Date, Delivery Address and PO Template.

And finally, you can update jobs to Awaiting Parts by selecting the option from the dropdown.
Click Done once you're happy with your selections.

If you have the Serialised Stock option enabled, here you’ll be able to select the Serial Numbers for your chosen parts.

To read more about seralised stock, click here.

Job page

Alternatively, you can take action against stock items directly against the job or visit.

Navigate to Jobs > All Jobs > select job number > Stock Requests tab

For visits, click the Visits tab within a job > click the engineer name > Stock Requests tab

Click the orange edit icon against the item you’d like to update

Click Take Action

For Reserved items, you’ll have options to Release Reserved Stock, Issue from Stock, Cancel Request or Delete Request here.

For Requested items, you’ll have options to Reserve Stock, Issue from Stock, Cancel Request or Delete Request here.

For Issued items, you’ll have options to Remove Allocation or Cancel Request

Alternatively, click the 3 dots next to the item you’d like to update

Here, you can Release Reserved Stock, Remove Allocation, Cancel Request or Delete Request depending on the current status of the Stock item.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.