Branch requisitions & replenishment planning
Turn branch demand into a transfer or PO without moving stock before approval.
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Before you begin
Branches, reorder points, reviewers and transfer/supplier replenishment sources.
Where to go
Branch Requisitions → Review queue
Visible menus may vary with language, permissions, app version and shop configuration.Follow these steps
- The branch drafts items, requested quantities, need-by date, urgency and reason, then checks sellable and pending supply before submission.
- The reviewer decides each line, records approved quantity and reason, then creates a draft transfer or links procurement.
- A requisition moves no stock. A PO is not branch receipt, and a transfer still requires Send then Receive.
- Follow the real document, send/receive/discrepancy history and refresh if notification lags. Keep pending supply separate from usable stock.
How to verify success
Every approved request leads to a transfer or PO, with nothing counted as received before evidence.
Limits & things to check
Demand, safety-stock and lead-time suggestions are advisory; staff review precedes real documents.
Ready to try it in your shop
Lessons are free to read. Actual operations require sign-in and the appropriate permission. Use test data for training.