Internal Product Requests

Purpose

The internal products are the products that are used by the internal users of the company. The company users will be able to add the internal products in there system. These added products go into 4-level approval process to get listed in the internal product listing. The products need to be approved in the below sequence provided

• 1^st level approval by Operations Head
• 2^nd level approval by Sales Controller
• 3^rd level approval by Finance Controller
•  4^th level approval by Credit Controller

On approval from all the level, the product gets approved and listed in the internal products.

Navigation Path

Path: Requests & Approvals > Internal Product Requests

Listing Screen

View list of all the Internal Product Requests that were requested by the Internal Users. Admin will have an option to view Internal Product Requests in detail and Approve/Reject the request (if required). Admin will be able to search the Internal Product Requests using the text search filter option this is provided in the list. Admin can view the listing in two views; admin will have the option to change the view by clicking on “Change view” Button.

Table view

Grid view

Sorting: Admin can sort the list by Product Request Order No., Type, Requested Date, Expected Date, and Quantity

Text Search Filter: Admin can search from the list using the text inputs provided below.

Option to Conditional search, refresh, export

Conditional Search/Filter: User will be able to search using below pop-up

• Admin will be able to search conditionally i.e. the search must satisfy the conditions “Any” or “All” based on the selection

• Multiple Field conditions can be added by clicking on “+” Button
• Field conditions can be removed by clicking on “-” Button
• Admin will have the option to select which field the input data needs to be compared and  searched upon

• Criteria needs to be set to compared with inputted data text input. List of Criteria are mentioned below:

• Text area will be provided to enter the data to compare and search in the listing.

Export

• Admin will have the option to export data in excel and PDF format
• Admin can either select the columns  or all the columns based on the need
• Admin can either export the current page records or all the record

View Internal Product Requests

User can view the details of Internal Product Requests that was requested by the internal users. Admin can view the following info

• Summary: It consists of the Internal Product Request Details and will also have the option to view the invoice of the product

• View Invoice: The invoices are added by the user. Admin will be able to view the invoice in detail. Admin will be able to view print the invoice, email the invoice, download the invoice and regenerate the invoice.

• Service Request: Admin will be able to view the service requests and will also have the option to add the service request. Admin can also view service request in details

• Create Service Request: To create the service Request, user need to enter the following details

• View service request details: View details of the service request, with the option to set the priority, change the status, and assign to the service provider who can fulfill the service request. Admin will be able to send an internal message to the service provider as well.

• View Notes (if available): Option to add notes by clicking on Add notes or Reminders button

• Add Notes: Notes can be added by adding “Remark” and uploading remark Documents.

• Add Reminders: Reminder Notes can be added by adding “Remark”, Remind Date and uploading remark Documents

• Activities: Admin can view the recent activities of the Change Requests

• Admin will also be able to Approve, Decline, or Discard the requests.