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Requesting Materials & Site Transfers

On busy job sites, material shortages immediately delay casting and masonry schedules. Planmaster's Transfer Request workflow allows site engineers to formally requisition materials from the central warehouse while giving management full chain-of-custody oversight.

How to Request Materials for a Project Site

When a site engineer determines that additional cement, rebar, or tools are needed on site:

  1. Click Inventory in the left sidebar menu.
  2. Find the material you need in the catalog (e.g., TMT Steel 16mm Fe 550D) and click Request transfer on that row.
  3. The transfer request modal will appear:
  4. From: The source location (defaults to Warehouse).
  5. To: The destination — choose Project to send it to a job site.
  6. Quantity: Enter the amount requested (e.g., 15). Planmaster shows you the available warehouse balance in real time (e.g., 35 MT available).
  7. Notes: Optional operational justification (e.g., Footing casting for grid lines A to E).
  8. Click Request transfer.

The Request-to-Site Lifecycle

sequenceDiagram
    autonumber
    actor Engineer as Site Engineer
    participant App as Planmaster System
    actor Store as Storekeeper

    Engineer->>App: Submits Transfer Request (15 MT steel to PRJ-BLR-001)
    App-->>Store: Posts Request in /approvals Queue
    Store->>App: Reviews physical stock & clicks "Approve"
    App->>App: Deducts 15 MT from Central Store
    App->>App: Credits 15 MT to Project Site Inventory
    App-->>Engineer: Notifications Bell alert: Transfer Approved & Dispatched

What Happens Next?

Once the request is submitted: 1. The requisition appears immediately in the storekeeper's Approvals Queue. 2. The storekeeper verifies physical yard stock, inspects the delivery truck, and signs off. 3. Once approved, the material is dispatched to the site, and the project's Inventory tab updates automatically!