...
Locate the Request you need to fulfill. You can view requests in the list view or in the calendar view. The calendar view displays inventory requests according to their requested “need-by” date, indicating when the rep has requested the inventory to have arrived in their possession.
Review the Request Details
When you have received an inventory request you may either fulfill, partially fulfill, or decline that request.
Click on the request to access the request details. You will see:
Need by date: The date the shipment is requested to arrive by
Ship to address: The destination of the shipment
Tracking Info: You may enter tracking info for the shipment
Linked Events: If the request is associated with an event click this link to view it.
Associated Transfers: If this request was already partially fulfilled, transfers may already be linked to it.
Requested Inventory: These are the devices and sets being requested.
Fulfillment section: Where you select inventory to build the resulting transfer to fulfill the request.
Notes: Initial notes from the rep about the request.
Comments: Use this section to leave comments and communicate about the request.
Take Action on the Request by either Fulfilling it or Declining it
To decline the request, click the “More” menu in the upper right corner and then select “Cancel Request”.
To begin fulfilling the request review what has been requested, scroll down to the bottom where you see the “Requested Inventory” section. Below will be a list of the devices that have been requested. Below this you will see a section called “Fulfillments” with the inventory that has been fulfilled.
Click “Select Inventory” in the top right corner or in the Fulfillments section
Next, click on “Select Inventory” in the Fulfillment section.
Next you will begin to build a transfer which will fulfill the request. Search for the items you’d like to assign to fulfill the request, click on them to select them.
To review what was requested in this request, use the “Requested” tab.
Select the custody the inventory will pull from, then click Next
Search for and select the inventory you need by modifying the quantities of each item with the +/- buttons, then click “Select” to add the items to the fulfillment. Then click Next.
Make any further modifications to your inventory selection using the +/- buttons next to that item.
You may select which container the devices should be transferred to, just click “Assign to Container”
Click “Done”. The pop up box will disappear and you’ll see your items reflected in the Fulfillments section of the request detail screen.
Lastly, Click “Fulfill” in the Fulfillments section or in the upper right corner.
Alternatively, you may opt to fulfill some of the items in the inventory request, but not the whole request. To do this, select the inventory you’d like to fulfill as described above, but then click “Partially Fulfill”.
...