CFES Material Request

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Cape Fear Energy Systems

Material Request

Local Developer Warehouse

Opening material requests…

Material request

New request

Customer or job name Needed by

Materials

Search materials to add

One material per line, quantity first

Notes Optional

Photos Optional · up to 6 ＋ Add from camera or library

Photos are shrunk before upload.

Warehouse catalog

Add a material

Name SKU Optional Category Barcode Optional Unit cost Unit Quantity on hand

QuickBooks catalog sync

Review a material CSV

Choose an inventory report or catalog CSV. You will see every planned change before the catalog is updated.

QuickBooks CSV

Imports set warehouse quantities and average costs. Truck stock is never changed.

Warehouse receiving

Scan a delivery

Point the rear camera at a barcode, or type it below.

Barcode Quantity received

Truck assignment

Add a truck

Truck code Installer name Installer work email

Truck stock

Add a stock item

Material Search catalog materials

Quantity on truck Par level Target Minimum Low-stock trigger

Dropping below the minimum automatically creates a Pending restock request back up to par.

Truck use

Log material used

Scan the item’s barcode, or search for it below.

Material used Search catalog materials

Quantity used Customer or job

Defective part return

Submit an RMA

Manufacturer Catalog item Optional Item name Serial number Optional Quantity Customer or job name Reason for return

Photos Optional · up to 6 ＋Add from camera or library

Photos are shrunk before upload.

Team list

Share with your crew

Pick who is working this job. They are added to the list, and the Material Request bot messages each of them the link in Cliq.

Find a coworker

Only people who have signed in to Material Request show up here.

Other ways to share

Code

Team list

Join a team list

Code from the Cliq invite

Fulfil request

What did the custom items cost?

These items are not in the catalog, so enter each one's unit cost for Reports and QuickBooks. Use 0 if it cost nothing.

Warehouse receiving

Replacement units received

Replacement quantity