SharePoint · Manufacturing and engineering
A SharePoint Online system for stationery requests and inventory
A SharePoint Online system where employees request stationery, line managers approve, the admin team assigns stock, and the inventory master keeps the item list and quantities.
- Client
- An industrial manufacturer with several divisions and plants
- Industry
- Manufacturing and engineering
- Platform
- SharePoint
- Started from
- Procurement Management product
01The challenge
Stationery requests came by phone and email, the admin team had no live view of stock, and managers could not see what their teams had asked for.
02The solution
We built a request and inventory system on SharePoint Online. An employee raises a request, the line manager approves or rejects it with a comment, and the admin team assigns items from stock. The inventory master holds the item list, with Add Item and Add Stock for the admin team. Email alerts and pending and completed tabs keep everyone informed.
How a request moves through the system
- Raise the requestThe employee picks the items and quantities and submits.
- Manager decisionThe line manager approves or rejects with a comment. An email alert tells them it is waiting.
- Admin assigns stockThe admin team assigns items against the request and compares them with what is in stock.
- CloseApproving closes the request and the assigned quantity is fixed.
- Inventory upkeepThe admin team adds new items and tops up stock in the inventory master.
Screens from the system
Sample screens redrawn with sample data. They show the real stages of the workflow.
Screen 1 of 4Built for this client
Stationery request
The employee raises a request and tracks it.
What the system covers
- Request screenItems, quantities and purpose in one form.
- Approval stepA comment is required from the line manager.
- Stock assignmentAssigned quantities are compared with current stock.
- Inventory masterAdd Item and Add Stock for the admin team.
- Email alerts and tabsPending and completed tabs for every role.
Built with Microsoft SharePoint Online · Custom forms and lists · Email notifications · Excel export
The result
- Every request has a visible status
- Managers approve with a comment on record
- Stock is checked at the time of assignment
- Pending and completed lists for each role
Related services
Procurement Management product
The ready-made product this work is based on.
Learn more →SharePoint services
Development, migration, intranets and support on SharePoint.
Learn more →SharePoint development
Custom workflows, portals and apps built on SharePoint.
Learn more →Manufacturing and engineering work
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