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Create an Internal Requisition Workflows
Create an Internal Requisition Workflows

In this article, we will show you how to create internal stock requisition workflows.

The Customer Success Team avatar
Written by The Customer Success Team
Updated over a week ago

1. Once you have finished creating your various Roles, navigate to [Settings] >[Approval Workflows] > [Workflows] and click the green [+] button to create a new Workflow.

2. Name your new Workflow in [Title] for [Resource Type] select 'Internal Requisition (Inventory) (Inventory)', tick [Approval In Ranked order] [Event] as 'Approve', then click the [View] icon to go into your new Workflow.

3. To add a new Rank to the workflow, click the green [+] [Maximum value] is the maximum dollar($) amount this Rank can approve on a single requisition. (Note - this value is based on the item value including tax). If you tick the [Unlimited] checkbox, the Rank will be able to approve any Requisition amount.

If there is only one person in this rank, the [Minimum approvers] should be set to 1, however, if there are multiple people in this rank, the [Minimum approvers] should be set to the minimum number of people that need to approve the Requisition in this Rank.

4. Click the [View] icon to go into the Rank details.

5. To add a role to this rank, click the green [+] button. If this role should be obligated to approve requisitions, no matter the value, tick the [Compulsory] checkbox. Then from the [Roles] drop-down, select the appropriate role name and press 'Enter' on your keyboard.

Repeat Steps 6 & 7 for every level of Approval in the Workflow. Note - The last rank in every Workflow should have the [Maximum Value] set to 'Unlimited'.

6. To associate your workflow with a stock location, navigate to [Settings] > [Approval Workflows] > [Transfer Charging]:
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7. Click the green [+] button to add an origin and destination flow along with your previously created approval workflow as seen below:

Repeat the above steps for the required number of stock locations.

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