How Do I Create a Material Requisition Process for Site Managers?
To create a material requisition process for site managers, give them one form to request materials, check stock before buying, route the requisition for approval according to value and track it until the material arrives on site.
In Jestor, requisitions move through an approval flow with value limits, and approved items become purchase orders or stock transfers.
Why do material requests need a process?
Site managers often call suppliers directly or ask the office by phone. Purchases happen without approval or stock checks.
Costs grow, materials already in stock are bought again and the office loses control of spending.
Urgent requests become the normal way of working.
What problems does a requisition process solve?
- Purchases without approval
- Materials bought while available in stock
- Urgent orders at higher prices
- No link between requisitions and project phases
- No spending control by site
How does an approval workflow with value limits work for requisitions?
Low-value requisitions can be approved by the project manager, while larger ones need the operations director. Each decision is recorded on the requisition.
This keeps small requests fast and large expenses controlled.
How do I set up requisitions in Jestor?
- Create a requisition form with site, phase, items, quantities and need-by date.
- Check available stock and leftovers before purchasing.
- Route for approval by value, with Approve and Reject buttons.
- Convert approved requisitions into purchase orders or stock transfers.
- Track delivery until materials are received on site.
| Requisition value | Approver |
|---|---|
| Up to the first limit | Project manager |
| Above the first limit | Operations director |
| Above the second limit | Owner |
Why use Jestor for material requisitions?
- Approvals with limits: the Approvals solution supports hierarchy, value and cost centers.
- Ready templates: Requests with Approvers and Purchase Orders are in the Jestor templates.
- Stock checks: leftovers used before buying.
- ERP integration: payables sent to Omie or Conta Azul.
Planned requisitions reduce urgent ones. Asking site managers to request materials by phase, ahead of time, gives purchasing room to negotiate.
This is how you create a material requisition process for site managers that controls costs.
Frequently Asked Questions
Can site managers request materials on mobile?
Yes. The requisition form works on any phone.
Is there a requests with approvers template?
Yes. It installs in about two minutes; see jestor.com.
Can approvals depend on value?
Yes. Approval flows route by value and hierarchy.
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