Requisitions
Request stock from another location or from the central store.
Overview
In multi-location clinics, smaller sites typically draw stock from a central store. Requisitions formalise the request — who needs what, how urgent, who approves, who fulfils.
Prerequisites
inventory_managementandmulti_locationfeature flags- A central store + at least one satellite location
Steps
Open Requisitions. Inventory → Requisitions.
Click "+ New requisition".
Pick the requesting location. Auto-set if you only have access to one location.
Pick the source location. Usually the central store.
Add line items. Item, quantity, urgency (Routine, Urgent, Critical).
Add note. "Out of articaine 4% — needed by tomorrow morning".
Submit. Status PENDING_APPROVAL. Owner/Admin at the source location gets notified.
Source location approves and fulfils. They pick stock, record fulfilment quantities (might be partial), and ship/deliver.
Receiving location confirms receipt. Click Receive on the requisition. Stock balances update at both locations.
Expected outcome
- A
Requisitionrecord with line items and status - Stock decrements at source and increments at destination on fulfilment
- Audit trail of who requested, approved, fulfilled, received
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Multi-location feature locked | Tier limitation | Upgrade |
| Source location refuses | Not enough stock | Source enters partial fulfilment; remainder pending |
| Receipt confirmation missed | Receiver forgot | Source can mark "Delivered" on their end |
| Wrong location selected | Edit before approval | After approval, cancel and re-create |
| Want to skip approval | Single-Owner clinic | Set "Auto-approve own requisitions" in Settings → Inventory |