Issuing Stock

Overview

There are two main ways to issue stock on PRS:

• Issue stock directly from a stock location
• Issue via Requisitions (AKA picking lists)
  • The advantage to issuing via Requisitions is that the data history can be traced further back and links stock movements to Requisitions, instead of existing in isolation

Issuing from a stock location

Desktop

• Navigate to Product Management → Stock Locations
• Choose a stock location to issue items from. The current holdings (stock) is displayed on the right hand side of the screen

• Select a holding to issue from → click the red Issue button
• Fill in details such as Quantity, Employee, Job and Notes as required and press OK. The transaction will now be reflected in Stock Movements
  

Issuing via Requisitions

Desktop

Overview

• Navigate to Logistics → Site Requisitions (name could be changed in the future)
• Create a new Requisition or select an existing one from the list. Filter the list as needed using the dropdown menu at the top of the list
• The items (Requisition Items) on the Requisition are displayed in the middle grid, and will refresh when selecting a different requisition
• Add or edit items in the list as desired
• When adding, first select the product required, then double click to edit and change details like quantity and the specific stock holding to take from
• Ensure that Quantity and Location are filled in for each item

Progressing Requisition Status

• A Requisition needs to go through 3 stages to be complete

1. Filled - when all the required items have been added to the requisition
2. Delivered or Taken By an Employee - when the items have been taken from stock
3. Stock Holdings updated - when the corresponding transactions have been completed.
   • Each item must have a holding to issue from, otherwise PRS will be unable to generate stock movements

• Use the buttons in the bottom right of the screen to progress through the stages