wiki:UserGuidelines/Requests

User Guidelines - Requests

Thee Requests Application in Sahana Eden can be used for managing requests for Items, People or General.

Requests

Requests can be made from any Site (Office, Warehouse, Hospital, Shelter, eg). Requests may include the following types of resources:

User can only make requests for sites which they have permissions for.

In future there are plans to also be able to request Assets.

Settings

There is a key decision as to whether to have a 2-step process with Commits or whether to simply Dispatch straight to Requests...the former is more suitable where there are many dispatch centers 'competing' to fulfill requests...the latter for when a dispatch center is the only place fulfilling (it's) Requests. The default is to use commits, to disable this:

settings.req.use_commit = False

Which request types are enabled is controlled via this setting:

settings.req.req_type = ("Stock", "People", "Other")

There are several other settings, but these are the key ones.

Request Status

Commit

This represents the commitments which have been to meet this request. This is simply a promise or a pledge and does not represent any action to meet the request.

This step is optional

Transit

This represents that resource have been sent (but have not yet arrived) to meet the request.

Fulfil

This represents that resource have arrived which meet the request. Once all of the resources in a request have been fulfilled, it can be considered to be closed.

Commitments

This allows sites to commit to meet request and track existing commitments.

Shipments of items to send can automatically be generated from commitments.

Example

For example below is an image of the request form:

Request-001

After completing all the required entries click on “Save” button at the bottom. You will be directed to the following screen.

Request saved and now add items

Now click on the “items tab” to add items requested and the required quantity as shown in the screen below:

Adding items to request

When you add an item, the system will inform you of the availability of the requested item in different warehouses where the requested item is available in stock. Here you can request the items from a particular warehouse based on your requirements, may be considering the distance, quantity available etc. as shown below:

required items availability in other warehouses

You can also click on the “Return to Request” button to add more items to your request. The request is now visible to all the warehouse/office/facilities. The request can be accessed from multiple locations:

  1. Click on More -> Requests -> Requests (Side menu) as shown below:

Looking for available requests

  1. Click on Warehouses -> Warehouses (Side menu) -> Open your warehouse -> click on “match requests” tab

Search request

Please note that “match request does not display your own requests” to search for your own request you have to click the “Requests” tab in your warehouse page.

Now when you have opened you warehouse page you can “commit” for a request if you have the items requested in your stock. This is only a commitment to inform all the stakeholders that you have committed to send the required items. This will change the commitment status of the request to complete.

You can also check which item is available in your stock and in what quantity. If an item is not committed by any other warehouse you can still commit a partial commitment.

When you click on the “commit” button the following screen will be appear. You can open and specify the items and its quantity to include in your commitment. From this screen you also prepare the shipment to destination warehouse.

commitment of items

You also have the option to send items directly by clicking the “send” button.

shipment screen

Fill the form as per your requirements and click on “Send shipment” button to update the status of request to “in transit”.

No image "Request-009.png" attached to UserGuidelines/Requests

Now the requesting warehouse can see the “shipment” in the “Receive” tab of their warehouse.

Receive shipment

Open the shipment, fill the form and click on save to save basic data. Now click on receive shipment button to complete the process.

final step

The items sent will be deducted from the stock of sending warehouse and added to the stock of receiving warehouse.

See Also

Last modified 5 years ago Last modified on 04/20/16 08:44:02

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