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Stock Requests

When a team member submits an inventory form, it creates a request that a manager can review and approve. The Requests page is where you process those submissions.

Requests page

How Requests Are Created​

Requests come from two sources:

  • Form submissions — staff fill in counts via the QR form link
  • Manual requests — managers can create a request directly from this page

Reviewing a Request​

Click any request to open the review panel. You'll see:

  • Which items were counted and the quantities submitted
  • The previous quantity on record (for comparison)
  • The difference (positive = restock, negative = usage)

Request review panel

Approving or Declining​

  • Approve — updates the inventory quantities and records the event in History
  • Decline — dismisses the request without changing inventory; optionally add a note explaining why

Approve/decline actions

Between Locations​

If your organization has multiple locations, requests are scoped to the location selected on the form. Use the Location filter on the Requests page to view requests for a specific store.

Request Status​

StatusMeaning
PendingSubmitted but not yet reviewed
ApprovedAccepted and applied to inventory
DeclinedReviewed and dismissed