Create Your Material Request

Overview

In the roofing industry, timely access to the right materials is essential for maintaining project schedules and ensuring quality workmanship. The Material Requests (MR) feature in Zuper streamlines this process by enabling administrators to manage the sourcing of materials such as shingles, sealants, tiles, or tools required on-site.

In Zuper, you can create a material request from the following areas:

• Material Request Listing page
• Jobs → Line Items tab (on the left side of the Job Details page) → Parts and Services table
• Quotes → Quote Details page

Creating a Material Request from the Listing Page

To create a new material request from the material request listing page, follow these steps:

Navigation: Purchasing Module -> Material Requests -> + New Material Request (on the right corner of the Material Request listing page)

• Click the Purchasing module from the left navigation menu and select Material Requests.

• Click the + New Material Request button in the top right corner to create a new material request. A New Material Request creation page will open.

• Fill in the following sections to create a new material request.

Primary Details

The Primary Details section captures all the essential information about the material request.

• Material Request Title – Enter a unique title for the material request.
• Requested By – This field is prefilled based on the account. However, you can select a different employee from the dropdown if needed.
• Required By – Select the date when the material is required.

Note: This date must be today or a future date.

•  Delivery Method - Select the method by which the requested materials should be delivered.
  1. Direct Shipment to Job’s site – Materials are shipped directly from the vendor to the customer’s job site or the field technician’s location.
  2. Deliver to Warehouse – Materials are shipped to your organization’s designated warehouse. From there, they can be transferred to the required job site or assigned to specific jobs using Transfer Order.

When selecting this option, choose the Warehouse location from the Delivery To dropdown menu to ensure accurate routing and inventory tracking.

• Priority – Choose from Low, Medium, High, or Urgent to indicate the urgency.
• Remarks – Add additional instructions or notes related to the material request.

Parts & Products

This section allows you to add parts and products for the material request.

You can:

• Choose parts/products from the Inventory, or
• Add Custom Line Items that are specific to this material request.

Note: If the material request is associated with a job, a modal window will appear displaying the parts/products already linked to that job. You can select from the job’s existing items, modify quantities, or add/remove items as necessary.

Add Parts / Products from the inventory

Select parts or products directly from the organization’s inventory. This ensures that standard and pre-approved items are requested.

• Click +Add and select “Line item” to open the parts & products selection pop-up.

• The dialog box displays a list of available parts & products across different warehouse locations.
• Select the required Parts/Products to be added for the material request.
• Enter the number of units needed under the “Required Quantity” field.
• Click Add to include it in the MR.

Add Custom Line Item

Use this option to create and add custom items that are not listed in the inventory but are explicitly required for this material request.

• In the Parts & Products section, click “+ Add” and select “Custom Line Item.”

Note: Custom line items are specific to this MR only. They are not added to the inventory.

Once added, the selected parts/products will appear in the Parts & Products section of the material request creation page with the following columns:

• Item– Displays the name of the part or product and indicates whether it is a standard catalog product, custom product, or part.
• Type– The classification of the item (e.g., part or product).
• Required Quantity – The number of units needed.
• Action – Option to remove the selected part/product.

Other Details

This section displays any custom fields that have been configured by your organization. These fields may capture additional MR-specific data, such as project codes, cost centers, priority levels, expected delivery timelines, or any other information required by your business process.

Associate Job/Quote

You can associate the Material Request (MR) with either a Job or a Quote.

• Click “+ Add Job/Quote” in the Associations section.

Select the appropriate Job or Quote from the list and click Proceed to associate it with the Material Request.

Note: Associating a Job/quote with the material request helps track the purpose of the requested materials and streamlines your workflow by linking related records and products

Attachments

This section allows you to upload supporting documents, such as images, videos, or invoices related to the material request.

To upload an attachment:

• Click “+ Add Attachment.”
• Choose and upload the file from your computer.
• Once the file is uploaded, click “Done.”

Tip: You can also download or remove attachments, as needed

After completing all mandatory fields and verifying the details, choose one of the following actions at the top of the material request creation form.

1. Save as Draft: Save the MR without submitting. Useful if you need to review or complete it later.
2. Save & Submit: This option allows you to submit the Material Request (MR) for approval. Based on the configured workflow, the MR will then move to the next stage in the approval hierarchy for review.

 The new MR has been created successfully.

By simplifying material sourcing and management, the MR feature helps roofing teams minimize delays, reduce operational bottlenecks, and maintain consistent workflow efficiency. This ensures every project stays on track and delivers the high-quality results customers expect.