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Stock Requisition: Step-by-Step Guide

Stock Requisitions lets you request inventory transfers between locations. You can track request statuses, create requisitions from low-stock suggestions or manual items, and convert approved requests into Transfer Orders for actual movement.

Updated this week

Overview

The Stock Requisitions module lets you request stock to be moved from one location to another (for example, from your warehouse to a store).

You can:

  • See which internal stock requests are Draft, Submitted, Approved, Fulfilled, Rejected, or Cancelled

  • Create new stock requisitions using low‑stock suggestions or by choosing items manually

  • Turn approved requisitions into Transfer Orders for actual stock movement

Menu and path:

  • Inventory Management → Stock Requisitions


Key Features

1. Dashboard and status cards

At the top of the page you’ll see:

  • A header: Stock Requisitions

  • Counters for:

    • Drafts

    • Pending approvals

    • Auto‑generated requisitions

These give you a quick view of how many requests are in each stage.

There is also a toggle showing whether Auto‑generation is enabled for low‑stock suggestions.

2. Requisition queue

The centre of the page shows the Requisition queue:

  • Filter by status (All, Draft, Submitted, Approved, Fulfilled, Rejected, Cancelled)

  • Filter by location to see only requests for a specific store or warehouse

  • Select a requisition to see its details, including:

    • Status timeline (Draft → Submitted → Approved → Fulfilled)

    • Approvals (HQ or Warehouse)

    • Linked transfer orders and history, when available

3. Auto‑generation panel

At the bottom of the page there is an Auto‑generation table that lists products that are below their minimum level at each location:

  • Columns include Product, Location, In Stock, Min Level, and Suggested Requisition.

  • A toggle “Automatically create draft requisitions” can be turned on or off.

When auto‑generation is on:

  • Products where stockInHand is less than minimumQuantity are flagged.

  • A suggested quantity is calculated as minimumQuantity − stockInHand (at least 1).

  • You can create draft requisitions from these suggestions; drafts are marked as auto‑generated.

4. “Generate stock requisition” modal

Click “+ New Stock Requisition” (or similar button) to open the Generate stock requisition window.

Fields:

  • Origin location* – where stock will come from

  • Destination location* – where stock will go

  • Needed by* – date when the destination needs the stock

  • Notes – extra instructions

The origin and destination cannot be the same, and both must be valid locations.

Start mode

You can choose how to build the requisition:

  • Use low stock suggestions – starts with items that are below their reorder point, using suggested quantities.

  • Add items manually – search the catalog and select specific products.

Suggested items & selected items

  • A Suggested items list shows products and suggested quantities.

  • You can:

    • Use the checkbox to Include items

    • Adjust the Request quantity for each item

    • Filter suggestions with a search box

Selected items appear in a Selected items list at the bottom, where you can review and adjust them before creating the draft.

A note reminds you that you must add at least one item with quantity above zero to create a draft requisition.

5. Requisition lifecycle and actions

The backend defines a clear status flow:

  • DRAFT – newly created requisition

  • SUBMITTED – sent for approval

  • APPROVED – ready to fulfil (or create a Transfer Order)

  • FULFILLED – fully handled

  • REJECTED – rejected by approver

  • CANCELLED – cancelled at any allowed stage

Actions available (depending on current status) include:

  • Submit for approval – Draft → Submitted

  • Approve – Submitted → Approved

  • Reject – Submitted → Rejected

  • Cancel – from Draft, Submitted, or Approved

  • Create transfer order – when Approved, generates a Transfer Order and links it to the requisition.

  • Mark fulfilled – for cases handled outside the system, directly moves the requisition to Fulfilled.


Getting Started

1. Open the Stock Requisitions page

  1. From the sidebar, click Inventory Management.

  2. Click Stock Requisitions.

  3. Review the top cards (Drafts, Pending approvals, Auto‑generated) to understand your current workload.

2. Check auto‑generation status

  • At the top right, verify if Auto‑generation is enabled.

  • If enabled, the Auto‑generation table shows low‑stock items and suggestions.

You can change behaviour later using the toggle “Automatically create draft requisitions” at the bottom.


How to Use

A. Create a new stock requisition using low‑stock suggestions

  1. On the Stock Requisitions page, click New Stock Requisition.

  2. In the modal:

    • Choose Origin location (where stock will be taken from).

    • Choose Destination location (where stock will be sent).

    • Set Needed by date.

    • Optionally add Notes (e.g., “Prepare for weekend sale”).

  3. Under How would you like to start?, click Use low stock suggestions.

  4. In Suggested items:

    • Tick the Include checkbox for each product you want.

    • Adjust the Request quantity if needed (the system starts from the suggested amount).

  5. Confirm your choices in Selected items at the bottom.

  6. Click Create draft requisition.

Your new requisition appears in the Requisition queue with status Draft.


B. Create a stock requisition by adding items manually

  1. Click New Stock Requisition.

  2. Fill in Origin location, Destination location, Needed by, and Notes as above.

  3. Under How would you like to start?, click Add items manually.

  4. Use the search field to find products by name, variant, or code.

  5. Enter the Request quantity for each item you include.

  6. Review the Selected items section.

  7. Click Create draft requisition.


C. Work with the Requisition queue

On the main page:

  1. Use the status filter (All, Draft, Submitted, Approved, Fulfilled, Rejected, Cancelled) to narrow down the list.

  2. Use the location filter to focus on a particular store or warehouse.

  3. Click a requisition from the queue to open its detail pane. There you can:

    • See the status timeline (Draft → Submitted → Approved → Fulfilled) with dates.

    • View approver decisions and notes.

    • See linked Transfer Orders and their status.

    • Access product history for the selected line (details of previous movements).

If the requisition is still Draft, you can usually edit items and quantities before submitting.


D. Submit, approve, and fulfil a requisition

Submit for approval

  1. Open a Draft requisition.

  2. Click the primary action Submit for approval.

  3. The status changes to Submitted.

Approve or reject

(For authorised approvers)

  1. Open a Submitted requisition.

  2. Choose Approve or Reject.

  3. Add any required notes, then confirm.

    • If approved, the requisition is ready for fulfilment.

    • If rejected, it moves to Rejected status and can no longer be edited.

Create a transfer order

Once a requisition is Approved:

  1. Open the requisition detail.

  2. Use the action Create transfer order (wording may vary).

  3. The system creates a Transfer Order using the same items and links it back to the requisition.

Mark as fulfilled

If the stock transfer is done outside DizLog but you still want to close the requisition:

  1. Open the requisition.

  2. Choose Mark fulfilled.

  3. The status becomes Fulfilled and transfer orders are cleared (if not used).


E. Control auto‑generation

At the bottom of the Stock Requisitions page:

  1. Review the Auto‑generation table of low‑stock items.

  2. Toggle Automatically create draft requisitions:

    • On – the system can create drafts automatically for items below minimum levels.

    • Off – you will still see suggestions, but no drafts are created until you do it manually.


Troubleshooting

“I can’t create a draft requisition”

Check:

  • You have selected different Origin and Destination locations (the UI will show a message if they are the same).

  • At least one item is included in the requisition with a quantity above zero.

  • Required fields (Origin location, Destination location, Needed by) are filled in.

“There are no low‑stock suggestions”

Possible reasons:

  • No products are currently below their minimum levels at the selected location.

  • The Auto‑generation feature might be disabled; try enabling it and refreshing.

  • The location filter may be set to a location with no low‑stock items.

“I can’t edit items on a requisition”

  • Items can only be changed while the requisition is Draft (and sometimes Submitted or Rejected, depending on configuration).

  • If the requisition is Approved, Fulfilled, Rejected, or Cancelled, it is locked from further changes.

“Why can’t I create a Transfer Order?”

  • The requisition must be in Approved status before Create transfer order is available.

  • If a transfer order already exists or the requisition is Fulfilled/Cancelled, the action will be disabled.

“My requisition was auto‑generated and I don’t know why”

  • Auto‑generated drafts are created when Auto‑generation is enabled and the system detects items below their minimum levels based on stockInHand and minimumQuantity.


Connected Modules

The Stock Requisitions module works together with several other parts of DizLog:

  • Inventory Management → Transfer Orders

    • Approved requisitions create Transfer Orders that manage the actual stock movement between locations.

  • Inventory Management → Adjust Stock

    • Transfer Orders and requisitions change stock balances; Adjust Stock is used later to correct any physical discrepancies.

  • Products & Services → Items List & Inventory Settings

    • Low‑stock suggestions rely on product minimum quantities and current stock levels configured elsewhere.

  • Inventory Management → Stock Receive History & Inventory History

    • Show movements and history for items moved due to transfer orders that originated from stock requisitions.

  • Procurement Reports → Stock Requisition Pipeline & Low‑stock Suggestion Adoption

    • Reports summarise how many requisitions are in each status and how effectively low‑stock suggestions are used.

Together, these modules help you keep product levels balanced across locations, avoid stockouts, and track the full journey from low‑stock alert to stock transfer completion.

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