## Zoho Inventory Documentation Index Access the complete documentation index at: https://www.zoho.com/bh/inventory/llms.txt Use this file to discover all available documentation pages before proceeding. # Material Request A Material Request records internal stock requirements before items are issued from one location to another. It helps you plan stock movement, track demand, and create an auditable record of internal inventory requirements. **Scenario:** Bailey at Zylker Manufacturing needs to transfer 50 units of LED bulbs from the main warehouse to the retail showroom. Before issuing the stock, Bailey creates a material request to record the requirement and get approval from the inventory manager. * * * ### Enable Material Request Module Before you can create material requests, you must enable the module in your organisation settings. **Prerequisite:** You must have admin access or appropriate permissions to enable modules. * Go to **Settings** from the top right corner of the page. * Click **General** under _Setup & Configurations_ in the left sidebar. * Check the **Material Request** option under _Modules_. * Click **Save**. Once enabled, the Material Request module will appear under _Inventory_ in the left sidebar. * * * ### Create a Material Request Create a material request to record items needed at a specific location before issuing stock. * Go to _Inventory_ from the left sidebar. * Click **Material Requests**. * Click the **New** button in the top right corner. * Fill in the request details: Field Description **Material Request#** A unique reference number. This is auto-generated but can be customised by clicking the gear icon next to the field. **Date** The date when the request is created. Defaults to the current date. **Expected Date** The date by which the items are needed. This is optional but helps with planning. **Location** The warehouse or location where the items will be delivered after issue. **Notes** Internal notes about the request. This field can include context, purpose, or special instructions. * In the **Item Details** section, add the items you need: * Click **Add Row** to add an item line. * Select the item from the dropdown. * Enter the **Quantity** required. * Repeat for each additional item. * Click the delete icon to remove an item row if added by mistake. **Note:** You can add multiple items to one request when they belong to the same location and fulfilment timeline. For items needed at different locations, create separate requests. * Review all details and click **Save** or **Save and Confirm** based on your workflow. After saving, the request appears in the Material Request list and can be converted to a material issue. * * * ### Material Request Statuses Material requests move through different statuses based on their lifecycle. Here’s what each status means: Status Description **Draft** The request has been created but not yet confirmed. It can be edited or deleted. **Pending** The request has been saved and is awaiting review or approval. **Confirmed** The request has been approved and is ready for fulfilment. **Partially Issued** Some items from the request have been issued, but the full quantity is still pending. **Issued** All requested items have been issued. The request is complete. **Closed** The request has been manually closed or completed. **Insight:** Only requests in **Confirmed** status can be converted to a material issue. Draft requests must be confirmed before fulfilment. * * * ### View Material Request Open any material request to review its details, status, and item lines. * Go to _Inventory_ from the left sidebar. * Click **Material Requests**. * Click on a request number from the list. * Review the request header, status, items, and any linked material issues. * Click the **Activity** tab to see a log of changes made to the request. * * * ### Edit a Material Request You can update a material request before it is issued or completed. * Open the material request you want to edit. * Click **Edit** in the top right corner. * Update the request details, date, location, or item quantities. * Click **Save** to apply the changes. **Note:** Some fields become read-only after material has been issued against the request. You cannot edit item quantities that have already been issued. * * * ### Convert Request to Material Issue Once a request is confirmed, convert it to a material issue to begin issuing stock. * Open a confirmed material request. * Click **Convert to Material Issue** in the top right corner. * Review the prefilled details from the request: * Issue date * Source location * Item list and quantities * Update the issue details if needed (reason, notes, or quantities). * Click **Save as Draft** to save the issue for later, or **Convert to Issued** to finalise immediately. **Insight:** Converting a request to an issue automatically updates the request status to reflect partial or full issue progress. You can track linked issues from the Material Issues tab in the request details page. * * * ### Print or Download as PDF Generate a printable or downloadable copy of a material request for offline records or approval. * Open the material request. * Click **PDF/Print** from the action menu in the top right corner. * Download the generated PDF or print it directly. * * * ### Clone a Material Request Create a new material request similar to an existing one by cloning it. * Go to _Inventory_ and click **Material Requests**. * Open the request you want to clone. * Click the **More** icon (three dots) in the top right corner. * Select **Clone** from the dropdown. * A new request page opens with the same details. Update the date, location, or items if needed. * Click **Save** to create the cloned request. **Pro Tip:** Cloning is useful for recurring requests with the same items and quantities. Instead of creating a new request from scratch, clone an existing one and adjust the date. * * * ### Delete a Material Request Permanently remove a material request that is no longer needed. * Open the material request you want to delete. * Click the **More** icon (three dots) in the top right corner. * Select **Delete** from the dropdown. * Confirm the deletion in the popup. **Warning:** Deleting a material request is permanent and cannot be undone. Ensure the request is not needed before deleting. **Note:** You cannot delete a request that has material issues linked to it. Delete or unlink the associated issues before deleting the request. * * * ### Filter and Search Requests Narrow the material request list by status, date, or keyword to find specific records quickly. * Go to _Inventory_ and click **Material Requests**. * Use the **Search** bar at the top to find requests by number, location, or notes. * Click the **Filter** icon to apply status filters: * All * Draft * Pending * Confirmed * Partially Issued * Issued * Closed * Use the date range filter to narrow requests by creation date or expected date. * Click **Apply** to view the filtered results. **Pro Tip:** Save frequently used filter combinations to quickly access specific request views without reapplying filters each time. * * * ### Export Material Requests Download the material request list for reporting, record-keeping, or analysis. * Go to _Inventory_ and click **Material Requests**. * Apply any filters if you want to export a specific subset of requests. * Click the **More Actions** icon (three dots) in the top right corner. * Select **Export** from the dropdown. * Choose your preferred format (CSV or Excel). * Download the generated file. **Note:** Exported files include request number, date, location, status, and item details. You can use this data for analysis or integration with other systems. * * * ### Related Topics * [Material Issue](/bh/inventory/help/material-issue/material-issue.html) * [Material Return](/bh/inventory/help/material-return/material-return.html) * [Warehouses](/bh/inventory/help/warehouses/warehouses-overview.html)