Store Requests

Submit and track operational requests for product restocks, material supplies, customer demand items, and maintenance services.

Store requests let your team formally request the products, materials, and services they need to keep the store running. Instead of informal messages or verbal asks, every request is tracked with a clear status, priority, and approval trail so nothing falls through the cracks.

Request types

Each request is classified by type so managers can quickly understand what is being asked for and route it accordingly:

• Product Restock — Request additional inventory for products that are running low or out of stock. Commonly used for fast-moving items that need frequent replenishment.
• Material Supply — Request raw materials, packaging, cleaning supplies, or other consumables needed for daily operations.
• Customer Demand — Flag specific items that customers have been asking for but are not currently stocked. These requests help inform purchasing decisions.
• Maintenance Service — Request repairs, equipment servicing, or facility maintenance. These can be linked to specific assets or locations within the store.

Priority levels

Every request is assigned a priority that determines how quickly it should be reviewed and acted upon:

• Urgent — Requires immediate attention. Use for situations that directly impact sales or safety, such as a critical equipment failure or running out of a top-selling product.
• Normal — Standard priority for routine restocks and supply requests. These are reviewed during the regular approval cycle.
• Low — Non-critical requests that can be fulfilled when convenient, such as nice-to-have supplies or long-range demand signals.

Creating a request

Follow these steps to submit a new store request:

1. 1

   Navigate to Store Operations

   From the sidebar, go to Operations & Projects → Store Requests. This shows all existing requests for your store with their current statuses.

2. 2

   Click Create Request

   Click the Create Request button in the top-right corner. A new request form opens.

3. 3

   Select type and category

   Choose the request type (Product Restock, Material Supply, Customer Demand, or Maintenance Service) and select a category. Categories help organize requests and can set default priorities automatically.

4. 4

   Add items

   Add the individual items you are requesting. For each item, specify the name, quantity, unit of measure, and estimated cost. You can add as many items as needed to a single request.

5. 5

   Set priority and submit

   Set the priority level (Urgent, Normal, or Low). If the category has a default priority, it will be pre-filled but you can override it. Add any notes to provide context for the approver, then click Submit.

Status flow

A store request moves through these statuses during its lifecycle:

• Draft — The request has been started but not yet submitted. Only the creator can see it.
• Submitted — The request has been submitted and is awaiting manager review.
• Approved — A manager has approved the request. It is now ready for fulfillment.
• In Progress — Fulfillment has started. Items are being sourced, ordered, or worked on.
• Fulfilled — All items in the request have been delivered or completed.
• Rejected — A manager has rejected the request with a reason. The creator can revise and resubmit if appropriate.
• Cancelled — The request has been cancelled by the creator or a manager before fulfillment.

Item tracking

Each request contains one or more line items. Every item tracks the following details:

• Item name — A description of what is being requested.
• Quantity — How many units are needed.
• Unit of measure — The unit type (e.g., pieces, cartons, kilograms, litres).
• Estimated cost — The expected cost per unit or total cost for the line item.

Managers can review item-level details before approving, ensuring they have full visibility into what is being requested and at what cost.

Categories

Request categories let you organize requests into logical groups such as “Kitchen Supplies,” “Cleaning Materials,” or “Equipment Maintenance.” Each category can have a default priority and can require receipts upon fulfillment. Categories are configured in Operations & Projects → Settings.