How to create a new Branch Request

Owned by sophie2628
Last updated: May 25, 2022
4 min read

User start using Branch Request when they want to manage stock request from store to main warehouse or other stores, and perform delivering and receiving stock from original Source and receiving Source.

Branch Request Configuration

Go to Store > Configuration > Magestore > Stock Movement > Branch Request

There are some configurations admin can set up

  • Notifier Sender: Sender email for Branch Request email

  • Default Notifier email: Default email address will receive every Branch Request Emails, multiple emails can be separated by comma.

  • Branch Request Email Templates: Admin can setup your own Branch Request email template if needed.

  • Default Sending Source: Default source will be requested stock in every new Branch Request

Branch Request Process

Step 1: Create new Branch Request

User in Receiving Source will create a new Branch Request

  1. Go to Inventory Management > Branch Request > Click Add Branch request button

  2. Input General Information

  3. Click Prepare Product List button

  4. Add products to request by 3 ways: Scan barcode, add from list, import csv file

  5. Edit Request Qty

  6. Send Email to send Branch Request email to notifier and contact of Receiving Store (Setup in Source details)

  7. Start Request to change Branch Request from Pending to Wait to approve.

  8. After Start Request, user can download summary of Branch Request or click Edit Product button to change Branch Request from Wait to approve status to Pending Status to continue editing Request

Edit New Branch Request

 

Step 2: Approve BR

Manager in Sending Source will review and approve Branch Request based on Stock Availability of their Source.

 

  1. Go to Inventory Management > Branch Request > Filter by Status Wait to Approve

  2. View Branch Request > Review > Click Approve to move Branch Request from Wait to Approve to Approved status

  3. If stock is not available for requesting, manager can Cancel the Branch Request

 

Step 3: Deliver Stock

Warehouse Staff in Sending Source will start Sending Stock

  1. WH Staff access to Branch Request list > Filter BR by status Approved

  2. Click Deliver button

  3. Input information and Scan/ Select delivered Products, Edit Qty to Send then click Save Delivery

  4. After Saving, system will create a transaction for delivery called Delivery Note

  5. User can view details, print PDF, export CSV for Delivery Note in the Delivery History

 

Step 4: Receive Stock

Staff in Receiving Source will access to record receiving

 

  1. WH Staff access to Branch Request list > Filter BR by status Processing

  2. Click Receive button

  3. Input information and Scan/ Select received Products, Edit Qty to Receive then click Save Receiving

  4. After Saving, system will create a transaction for receiving called Receipt Note

  5. User can view details, print PDF, export CSV for Receipt Note in the Receiving History

Step 5: Close Branch Request

After receiving all requested qty, the BR will be automatically closed

Or if user don’t want to receive items anymore, they can click Mark as Closed button to change BR from Processing to Completed status. After that the system will do not allow user deliver or receive Branch Request anymore.

 

Step 6: View Shortfall list

User can view the list of product haven’t been received fully in the Shortfall list section