OCTO Ops Help User guides and product documentation

Material requests

Look up material requests raised elsewhere in OCTO Ops and turn one into a transfer request.

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A Material request is raised elsewhere in OCTO Ops — for example, from Workshop — when materials are needed. This module only lets you look material requests up and turn one into a Transfer request; you cannot create, edit, or view an individual material request's profile here.

Before you start

Access to Material requests is controlled by the View permission for Material requests only — there is no separate Create, Edit, or Delete permission for this submodule, since it is a read-only list here.

The Material requests list

Open Warehouse > Material requests. The list only shows material requests you have permission to view.

Column Notes
Custom ID The material request's reference number.
From The originating warehouse.
To The destination warehouse.
Items The number of line items on the request.
Date The request date.
Status One of Pending, In Progress, Completed, or Canceled.

Each row has a Create transfer request link, which opens the Transfer request create form pre-filled and linked to that material request.

Current limitations

  • There is no create page, profile page, or Edit or Delete control for material requests in this module — material requests are created and managed elsewhere in OCTO Ops, and only listed and actioned here.
Last updated 23rd September 2026