Create an inventory stock order request

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read

    • Create an inventory stock order request so that you can order new hardware in bulk for your stockrooms. After your request is approved, the Hardware Stock Order flow takes you through the process of requesting, sourcing, and receiving your order.

    Before you begin

    Role required: Inventory user

    About this task

    A stock order is a catalog request to replenish the stock in a stockroom.

    You can manually create a hardware inventory stock order request. However, an inventory stock order request is automatically created from a stock rule trigger when the stock rule threshold breaches.

    After your stock order request is approved, the Hardware Stock Order flow is triggered. The Workflow Studio application is used to create the Hardware Stock Order flow to take you through the entire process of requesting, sourcing, and receiving your order.

    Figure 1. Hardware Stock Order Flow
    Hardware stock order flow
    Role required: inventory_admin

    Procedure

    1. Navigate to All > Inventory > Submit Stock Order.
    2. On the form, fill in the fields.
      Table 1. Hardware Inventory Stock Order form
      Field Description
      Model New hardware that you want to order.
      Quantity Amount of the new hardware that you want to order.
      Stockroom Stockroom where you want to stock the new hardware.
      Comments Details that are specific to your order request.
    3. Click Order Now.
      The Order Status form displays all the order details. An existing service catalog request workflow takes care of all the required approvals for the request. You can now source your request.
    4. Click the request number to open the request.
      The price of the request item is the price of the model. The price of the request is calculated as quantity of the request Item multiplied by the price of the request Item. The price of the request item that's shown in the Requested Items related list is the price of the model calculated by the quantity.

      Price of the Request Item is the Price of the Model and Price of the Request is calculated as Quantity of Request Item * Price of the Request Item.

      A catalog task is created after the request is approved.
    5. Click Catalog Tasks and open the catalog task.
    6. Click Source Request.
      The Source Request form layout lists the model name, the quantity of items to be sourced, and the total quantity of the hardware in stock.
    7. Click Add Transfer Order or Add Purchase Order to source the request via a transfer order or a purchase order.

      The quantity mentioned in Total in Stock does not include the stock that's available in the destination stockroom.

      If the requested item is not available in any stockroom, then Add Transfer Order is disabled. If there are no available vendors for the requested item, then Add Purchase Order is disabled.

      To enable Add Purchase Order, do one of the following:
      • add a designated vendor by navigating to vendor items.
      • add a catalog item for the requested model with vendor details.