The default state in Flexi is that dispatch requests are not created (if there is insufficient stock, creating a dispatch ends with an error).
You can enable the generation of dispatch requests in the company settings under "Settings -> Goods".
A dispatch request is a dispatch note line item that has not been issued from stock. It is created when a dispatch note is generated at a time when there is insufficient stock (e.g. due to invoicing).
A dispatch request can be distinguished from a standard dispatch line item by a positive value in the Request UoM column and a zero value in the Quantity column.
On the stock card, the quantity of dispatch requests is reflected in the Requests UoM column.
Note 1
The accounting value of dispatch requests is 0 until they are updated. They can therefore also be identified by a value of 0, although this is not necessarily a definitive indicator.
We will demonstrate the creation of a request and its subsequent settlement via an update using a simple example.
The stock card shows a UoM balance of 0 and we need to create an invoice together with automatic dispatch note generation. Flexi also notifies us of insufficient stock when saving an invoice line item.
After saving the invoice — which automatically triggered the creation of a dispatch note (and therefore a dispatch request) — we can return to the stock card.
Here we can see a value of 1 in the Requests UoM column and a value of -1 in the Stock Balance UoM incl. Requests column. The price per UoM of the request is 0.
We now reach the stage where the goods have arrived in the warehouse — we create a goods receipt for 1 unit.
After saving it, we can observe a positive value on the stock card in both the Stock Balance UoM column and the Requests UoM column.
In our case, however, the desired state is 0 in both columns (since there are actually 0 units in the warehouse).
We therefore run the update of dispatch requests — it can be found directly in the stock cards, goods receipts/dispatch notes, or the warehouse list.
Once completed, the stock card will display the following values.
Note 2
Stock-taking takes dispatch requests into account (it increases the number of system stock levels by the dispatch requests). However, for better stock-taking results, we recommend settling all dispatch requests before performing a stock-take.
Note 3
Before initializing the next accounting period, all outstanding requests should also be settled. ABRA Flexi is unable to fulfill dispatch requests from a previous accounting period using a goods receipt in the following period.
Note 4
Reservations take priority over dispatch requests.
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