Manage supplier requests

A Supplier request records what you want a supplier to send. Saving it does not receive stock. Creating requests and starting their GRNs require goods-received creation permission; managing automatically raised requests can require additional access.

Create a request

1. Open Stock → Supplier requests and start a new request.
2. Choose Supplier. Use Asked for by if the request is for a particular customer.
3. Check Requested on, optionally set Expected by, and add useful Notes.
4. In Add a product, search for products and add the quantities required. At least one product and a positive quantity on every line are required.
5. Select Save request. The request opens with Asked for, Received, Still to receive and its status.

Manage the outstanding request

Use Add products to add missing products. Adding a product already present increases its existing quantity. You may change a line’s quantity, but it cannot be less than what has already been received. A partly received line cannot be removed.

An automatically raised request may need suppliers assigned to its lines. Choose the supplier offered on each line; assignment can move the line to a separate request for that supplier. Review the resulting request number.

Use Change status → Update for the available transition. Marking a request as sent records its status; it does not itself deliver a message. WhatsApp opens a prepared message for you to review and send. Ensure every line has a supplier before marking it sent.

Receive a delivery

1. Open the request and choose its GRN action.
2. In Start a GRN from this request, choose Receive into and select Start GRN.
3. Check quantities actually delivered and prices against the supplier invoice in the new draft.
4. Follow the goods-received guide to post the checked receipt.

The draft starts with quantities still owed. The request is updated by posting the receipt, not by creating the draft. Use the Deliveries section to review linked GRNs before creating another receipt. Closed requests or requests with nothing outstanding cannot start another GRN.