Create a New Requisition in Yardz
Jason Perez
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16 steps
|
3 minutes
Yardz
1
Click "Requisitions"
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Click "Create Requisition"
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First, select the delivery location. Keep in mind that the location can be a Project, a Warehouse Location, or an Asset Location. You can use the SEARCH function by typing a few letters in the field.
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Select the date and time that the request is needed for delivery or pickup. Make sure to click "Apply".
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Select the shipping method of "Pickup" or "Delivery". Keep in mind that if selecting delivery, a logistics event will be created for that requisition. This will allow you to dispatch a driver once the requisition is ready for delivery.
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Click "× Jason Perez (jason@rentalogic.com)"
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Click "Select a project"
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In the reference number field, enter the name of the individual for whom these items were specifically requested. This will typically be a foreman.
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The next step is VERY IMPORTANT. You should select the "Fulfillment Warehouse" that these items will be fulfilled from.
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Click here.
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Click "Search for an category"
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Search for the Category by beginning to type in the search field. The search will automatically begin to filter and provide results as you type. Click on the item you would like to add to the Requisition.
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Click "Add Item"
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Click this number field.
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Click the "Requisition Notes" field.
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Click "Submit Requisition"
