Requisitions

Included in: Optimize

TrackStock's Requisition feature allows users to reserve inventory they know they will need in the future

Creating requisitions to reserve inventory that will be needed in the future can be especially useful to contractors and surgery centers.

Many times, prime contractors have sub-contractors that need to get material from the prime contractor. However, sometimes the sub-contractor does not have the authority to pull the material; he needs approval from someone. The process of capturing the material the subcontractor needs and notifying the individual who has the authority to approve it is all included in the Requisition Feature. When approved, pulls can occur straight from the requisition and the subcontractor receives his material.

The Requisition feature in TrackStock can help inventory management in hospitals and surgery centers

The TrackStock Optimize Plan includes the Requisition feature that lets users reserve medical supplies they know they will need for an upcoming procedure. This keeps healthcare companies in perfect communication with their medical supply distributors about upcoming ACTUAL demand, not just forecasted demand, an important distinction. In Requisitions, customers can communicate actual future demand to their distributors.

If a nurse in an Ambulatory Surgery Center (ASC) knows exactly what procedure will be performed on a patient next week, he can enter each of those items into a requisition. The requisition will create demand in the “stockroom” and automatically trigger orders for items where the requisition will use more items than are on-hand. The “required date” is also specified, guiding the distributor to know exactly what items in what quantities are needed by what date to keep the ASC operational.

Capabilities:

Create requisitions when user does not have authority to pull an item

Email is sent to approver when requisition is submitted

Approve requisition within the email

Create requisitions when user needs to reserve the item for a future project

Automate customer requisitions to track consumption and facilitate billing

See this feature in action

See this feature in action