Closing a request with an inventory allocation

Equipment requests are closed together with allocating the item, and stock updates automatically.

Applies to:AdminOffice managerManagementSite managerCoordinator

Steps

  1. Open an "Equipment request". The system shows which item will be allocated ("Allocated automatically when the request is closed") and how many are in stock.
  2. To choose a different item, click "Fulfil from inventory", pick an item and click "Allocate".
  3. Change the status to "Closed". The item is recorded in the allocation history and on the employee card.

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