How to Create and Track a Warehouse Request


How to Create a Warehouse Request

To create a Warehouse Request, follow these steps:

  1. Go to the left side of the screen and choose Warehouse Request.
  2. Click the Create button.
  3. Choose a location, and the desired delivery date, Post to Warehouse (if available), and click the Create button.

4. Now, you need to add some items to your Warehouse Request. Click Add Item to choose items from the catalog.


You can also edit the location in your Warehouse Request 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 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.

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:

  • 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.

To expedite and optimize searches you can utilize an advanced set of filters available on every document management page. A more detailed guide on How to Use Filters in Precoro you can find in the corresponding link.

To use 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.


You can filter results by both Items Custom Fields and Documents Custom Fields in Warehouse Requests but first, you need to activate them as described in the instructions here.

Also, you can set the Warehouse Requests Default Items Custom Fields directly through the Supplier card. Learn more about this function here.

How to Track Changes with Revision History

Use the Revision History button to track 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.