Raise a one-off need
Describe a need without a catalogue item and check its saved quantity in the queue.
For operators
Sam Ashworth holds only Operator at Hartwell & Pryce Engineering, Brighouse works. Calder Fixings is already an approved catalogue supplier. Sam needs one inspection bench safety review that is not a catalogue item. This lesson raises the request directly, without a stock product or an order.
Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.
Raise a one-off need
- Choose Floor
Choose Floor.
Use Floor for raising a request or confirming non-stock work. These actions do not require an enrolled station. Office contains the queue and order records.
- Open People requests
Open People requests.
Raise a need for goods or work even when no connected product has requested it. A request records what is needed; it does not approve an order.
- Choose Calder Fixings
Choose Calder Fixings.
For work without a catalogue item, start a one-off request with the supplier who can provide it. The supplier is already in the reviewed catalogue.
- Describe the work
Describe the work.
Sam needs an inspection bench safety review. Give a clear description that a supervisor and the supplier can understand.
- Name the unit
Name the unit.
Enter visit as the unit. Quantities on this request are measured in visits, not stock pieces or money.
- Use whole visits
Use whole visits.
Choose zero decimal places because the need is for one whole visit. Check the unit and precision before saving; they define this one-off request.
- Request one visit
Request one visit.
Enter one visit. Raising the request does not create an order, reserve stock or contact the supplier.
- Record when the work is needed
Record when the work is needed.
The bench must be checked by 21 October 2026. Record the needed date so the buyer can plan the order.
- Explain the need
Explain the need.
Keep the reason with the request so another person can decide whether and how to order it.
- Save the request
Save the request.
Save the request and check its new queue row. Purchasing records Sam as the requester and keeps the description, unit, quantity, date and reason.
- Check the saved remaining need
Check the saved remaining need.
Open the new request's quantity explanation. Check one visit needed, zero approved fulfilment, zero in drafts and one visit remaining. Preparing a draft, supervisor approval and supplier communication remain separate actions.
A saved request states a need, not an approved commitment. Check the unit, remaining quantity and reason before preparing a draft. A supervisor must approve the resulting order, and supplier communication is recorded separately.