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How do I fulfill a supply request?

You can fulfill supply requests from both the web app and the mobile app. Any updates made on either platform will sync automatically.

From the web app

  1. Go to Supplies in the left-hand menu and select Requests.

  2. You can view requests as a Summary or in Detail. You can also filter by location or view all open requests across all locations.

  3. Click on the order you want to fulfill.

  4. Click the Edit button and enter the quantity being delivered. You can also add a PO number and any notes if needed.

  5. Change the status to Closed and click Save Changes. The order will move from the open requests list to the fulfilled requests list.

From the mobile app

  1. Tap More in the main menu and select Supplies.

  2. Select the location where you are delivering supplies.

  3. Open the order you want to fulfill and enter the quantity being delivered. You can also add notes or a PO number.

  4. Tap Save and fulfill to close the order, or Save and leave open if the request is only partially fulfilled.

     



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