---
title: How to Create and Track a Warehouse Request
description: Request items from your company warehouse in Precoro and track each warehouse request from approval to stock transfer.
---

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1. [Knowledge Base](https://help.precoro.com/?hsLang=en)
2. [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en)
3. [Warehouse Requests](https://help.precoro.com/how-to-use-precoro?hsLang=en#warehouse-requests)

# How to Create and Track a Warehouse Request

## Request items from your company's warehouses and track each one through approval and transfer.

#### TABLE OF CONTENTS

- [How to Create a Warehouse Request](https://help.precoro.com/how-to-create-and-track-a-warehouse-request-1#Create)
- [How to Track Warehouse Requests](https://help.precoro.com/how-to-create-and-track-a-warehouse-request-1#track)
- [How to Track Changes with Revision History](https://help.precoro.com/how-to-create-and-track-a-warehouse-request-1#revision)
- [Frequently Asked Questions](https://help.precoro.com/how-to-create-and-track-a-warehouse-request-1#faq)

Prefer to watch? See the 2-minute video on [creating a warehouse request.](https://help.precoro.com/video-tutorials-inventory#create-wr)

### **How to Create a Warehouse Request**

Prefer to watch? See the 2-minute video on [creating a warehouse request.](https://help.precoro.com/video-tutorials-inventory#create-wr)

To create a warehouse request (WR), follow these steps:

1. Go to the left side of the screen and choose [Warehouse Request](https://app.precoro.com/warehouse/request)**.**
2. Click the **Create** button.
3. Choose a location, and the desired delivery date, Post to Warehouse (if available and needed), and click the **Next Step** button.
   
   <iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/219788148516" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="219788148516" data-hsv-style="" data-hsv-width="1904" data-hsv-height="1080" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>
4. Now, you need to add some items to your warehouse request. Click **Add Catalog Item** to choose items from the catalog.
   
   [![warehouse-request-add-items](https://help.precoro.com/hs-fs/hubfs/warehouse-request-add-items.jpg?width=670&height=379&name=warehouse-request-add-items.jpg)](https://help.precoro.com/hubfs/warehouse-request-add-items.jpg?hsLang=en)

When adding items, you can enter the Unit of measurement in two ways:

1. Select an existing unit — choose from options previously created in **Unit Management** (**Item Management** → **More Actions** → **Edit Units**).
2. Add a new unit — place your cursor in the field and type the new unit directly into the document. The new unit is saved automatically to the **Unit Management** page for future use.

The unit you select or add also appears on the **related purchase order** and on the **purchase requisition** generated from a warehouse request.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/219777673842" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="219777673842" data-hsv-style="" data-hsv-width="1904" data-hsv-height="1080" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

You can also edit the location in your WR when the document is in **Draft** or **In Revision.** You can choose the location that is accessible to you within your organization. Then, confirm your request.

And you can view and correct information in the **Post to Warehouse** field.

**💡Please note:** The **Post to Warehouse** field can only be edited in **Draft** or **In** **Revision**  Statuses. When the document is Approved, the **Post to Warehouse** field will not be available for editing.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/219773316139" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="219773316139" data-hsv-style="" data-hsv-width="1904" data-hsv-height="1080" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

And now, all you need to do is to track statuses — **Approval** and **Transferring**.

Precoro will notify you regarding the approval decision and all the transfers. You can also enable the warehouse request initiator to receive email notifications on the new stock transfer creation. To learn more about its function, please consider [this article](https://help.precoro.com/email-notifications-1?hsLang=en).

**💡Pro Tip:** You can preview a related stock transfer without leaving the warehouse request. Find it in the related documents section and click the eye icon to see the transfer details, so you don't need to open the full document.

### **How to Track Warehouse Requests**

You can gather the basic needed information without having to actually open the document by **Statuses.** On the Warehouse Requests management page, you can see them in the corresponding column:

[![wr-status](https://help.precoro.com/hs-fs/hubfs/wr-status.jpg?width=670&height=379&name=wr-status.jpg)](https://help.precoro.com/hubfs/wr-status.jpg?hsLang=en)

- **Draft** — the request was created, and you can edit it and add items there.
- **Pending** — your request was submitted and is waiting for approval by a manager in charge.
- **Approved** — your request was approved by the manager in charge.
- **Rejected** — your request was not approved by one of the approvers in the approval flow. Therefore, it will not be transferred.
- **Received** — items from your request were received.
- **Canceled** — initiator canceled the request.

 Please note if the Warehouse Requests module is deactivated, requests in **Pending** or **In Revision** status will be automatically set to **Closed**.

To expedite and optimize searches you can utilize the advanced or fast set of filters available on every document management page. A more detailed guide on [How to Use Filters in Precoro](https://help.precoro.com/how-to-use-filters-in-precoro?hsLang=en) you can find in the corresponding link.

To use advanced filters for Warehouse Requests click **Filters** and set the parameters you need in the appropriate fields, then click:

- **Filter results** — to apply the selected filtering parameters.
- **Save current filter** — to save the selected filtering instantly.
- **Reset all filters** — to reset the selected filtering parameters.

Use the fast filters on the panel above the document’s list to quickly get the needed results.

[![fast filters](https://help.precoro.com/hs-fs/hubfs/fast%20filters.jpg?width=670&height=235&name=fast%20filters.jpg)](https://help.precoro.com/hubfs/fast%20filters.jpg?hsLang=en)

**💡Please note:** You can filter results by both Custom Fields for Items and Custom Fields for Documents<https://app.precoro.com/manage/customfield/document> in Warehouse Requests but first, you need to activate them as described in the instructions [here](https://help.precoro.com/how-to-use-filters-in-precoro?hsLang=en#IFC).

Also, you can set the **Warehouse Requests Default Custom Fields for Items** directly through the **Supplier** card. Learn more about this function [here](https://help.precoro.com/how-to-manage-suppliers-in-precoro?hsLang=en#default-Items-Custom-Fields).

### **How to Track Changes with Revision History**

Use the **Revision History** button totrack all the changes made in a document. Select two document versions to compare them.

In Revision History, you can see all attachment alterations as well.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/219788252682" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="219788252682" data-hsv-style="" data-hsv-width="1904" data-hsv-height="1080" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### Frequently Asked Questions

**Is the number of items I can add limited?**

While you can add as many items as necessary, we recommend keeping the number below 500. Creating WRs with more items can slow down document processing and cause unexpected errors.

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