Inventory Product Requests

My Requests is a request-focused view of inventory sales. It is useful when a doctor or clinic team member needs products prepared, issued, or confirmed without working in the full inventory management view.

Open Inventory → My Requests.

The page shows only requests created by the current user. Inventory managers can still manage the same stock movement from the Sales area when they need the full team view.

Configuration links

• Users
• Branches and Rooms
• Inventory Categories

Create Request

1. Open Inventory → My Requests.
2. Click Create Request.
3. Confirm the Branch the products should come from.
4. In Request For, select a Doctor or a Room.
5. Add the products you need.
6. Enter the requested quantity for each product.
7. Review In-Stock values so the request is realistic for the selected branch.
8. Click Create Request.

New requests start in Created status. This means the request has been recorded but the products are not yet prepared or received.

By default, a new request can be created for the current doctor/user. If the request is for a room, choose the room from Request For.

Request statuses

My Requests uses the same status flow as inventory sales:

• Created: the request has been made.
• Prepared: the inventory team has prepared the requested products.
• Received: the requester has received the products and stock has been finalized.
• Canceled: the request should not be completed.

The status cards at the top show request count and total value for each status. Click a status card to review only those requests.

Track your requests

Use the search box to find a request by code, product, doctor, room, or related text.

Each row shows the request code, status, recipient, requested products, date, quantity, and total amount. Open a row to review request details.

This is useful for doctors because they can see what they asked for, whether it has been prepared, and whether it has already been received.

Receive requested products

When products are ready and handed over, open the request and confirm the received quantity.

1. Open Inventory → My Requests.
2. Open the prepared request.
3. Review each product and its quantity.
4. If only part of the request is received, adjust the received quantity.
5. Move the request to Received.
6. Click Save Changes.
7. Sign in the Confirm Receiving window.

The signature confirms that the products were received. After receiving, the request is treated as completed stock movement.

Expiry batches

When the requested product has stock with expiration dates, Dentaltap can show expiry rows under the product. These rows help the team understand which stock batch is being used for the request.

If a product is missing enough available stock, Dentaltap can highlight the shortage so the team knows the request may need to be reduced, prepared later, or handled through an order or transfer.

Print Request

Open a request and click Print when you need a printable copy for handover, internal filing, or reconciliation.

Duplicate Request

Open a request and click Duplicate when you need to repeat a similar product request. Review the branch, recipient, products, and quantities before saving the duplicate.

Update Request

1. Open Inventory → My Requests.
2. Open the request.
3. Update the branch, recipient, products, or quantities while the request is still editable.
4. Click Save Changes.

Created requests are the easiest to update. Once a request is prepared or received, branch, recipient, and product selection can become locked because the products are already being handled by the inventory team.

Delete Request

1. Open the request.
2. Click Delete Request.
3. Confirm the deletion.

Delete a request only when it was created by mistake. If products were already prepared or received, canceling or correcting the related sale workflow is usually clearer than removing history.