Material Pull Request | QB Learning Portal

Capability cheat sheet

What you can do in Pull depends entirely on which capabilities you've been given. Check with your lead if something looks locked.

Capability	What it does
Request	Submit a new material pull request
Approve	Approve normal (non-borrow) pending requests
Approve Borrow	Approve borrow / “Needs PM” requests
Batch	Build a print list, print it, and mark lines as pulled

Typical seat	Capabilities needed
Floor Requestor (most common)	can_request only
Approver	can_approve (+ can_request if they also submit)
PM Borrow Approval	can_approve_allocation
Pull handler / Batch person	can_batch (often also can_request)
Estimators / coordinators / sales who submit	can_request

Open https://pull.qbfab.com

First-Day Setup

Five minutes to get set up before you request or approve anything.

First-Day Setup checklist

Signed in at pull.qbfab.com
Installed Pull to my phone home screen
Know which capabilities I was given

Go to pull.qbfab.com

This is the only link everyday users need. Admins manage users at the full admin panel.

→Open your browser
→Go to pull.qbfab.com
→Bookmark it or add it to your home screen

Sign in

Use the email and password you were given.

→Enter your email + password
→Contact your lead if you don't have a login yet

Install to your phone home screen

So Pull opens like an app, not a bookmark.

→Android: tap the browser menu → Install app
→iPhone: tap Share → Add to Home Screen

Browser Install app dialog for QB Material Pull — Tap Install when the browser asks to add QB Material Pull to your home screen.

QB Material Pull floor app showing All requests with an Install button — This is the floor app on phone or tablet. Use Install at the bottom if you skipped the prompt.

Know your capabilities

Ask your lead which of the four capabilities you have — it decides what you can do.

→can_request, can_approve, can_approve_allocation, and/or can_batch

Most floor people only need can_request. Admins have everything automatically.

How to Submit a Request

For anyone with can_request — this is the everyday flow for asking for material.

How to Submit a Request checklist

Opened Pull → New and know what each field means
Know how to flag a Borrow request
Know when it's okay to use Hot

Open Pull → New

Start a new request from the main screen.

Fill in the details

Job #, material, qty, needed-by, priority, reason, location, notes.

→Job # — which job the material is for
→Material — what you need
→Qty — how much
→Needed-by — when it has to be there
→Priority — normal or Hot
→Reason — scrap / nest wrong / short staged / rush / other
→Location — where it's needed
→Notes — anything else the puller should know

New material pull request form with job number, needed by, priority, reason, material, quantity, location, and notes — Fill in job #, needed by, priority, reason, material, qty, location, and notes, then submit.

Borrowing from another job?

Check “Borrowing from another job” and enter the Borrow from job #.

Borrow is a flag plus a source job number — it is not a reason. Pick a real reason too.

Submit

Double check the job number and quantity, then submit.

Quick fixes

Cannot submit: You need can_request turned on. Ask your lead or an admin.

How to Approve

For can_approve and can_approve_allocation — keeping requests moving without a bottleneck.

How to Approve checklist

Know how to approve a normal request
Know that borrow requests need can_approve_allocation

Open the request

From the board or the detail view.

Material Requests board with pending and approved lines and Approve and Cancel actions — Open a line from the Material Requests board, then Approve or Cancel it.

Approve normal requests

If you have can_approve, approve non-borrow requests directly.

Approve borrow / “Needs PM” requests

These need someone with can_approve_allocation.

Pending requests cannot go into a batch. Only approved lines appear in Batch.

Quick fixes

Borrow request is stuck: It needs someone with can_approve_allocation to sign off.

Batch → Print → Mark Pulled

For can_batch — turning approved requests into an actual pull on the floor.

Batch → Print → Mark Pulled checklist

Built and printed a pull list
Marked lines as pulled

Open the Batch tab

Only approved lines show up here.

Batch / Pull list screen with Ready to batch items and an existing pull list — Approved lines land here. Select what to pull, then create a printable list.

Select approved lines

Sort by hot / need-by so urgent items get pulled first.

Create pull list → Print

Build the batch, then print the physical list.

Create pull list confirmation dialog over the Batch / Pull list screen — Confirm to batch the selected requests into one printable pull list, then Print.

Pull the material

Use the printed list or the checklist and notes on screen.

Mark pulled

Once it's staged, mark each line as pulled so the request closes out.

Quick fixes

No Batch tab showing: You need can_batch turned on.

Quick Fixes

The most common snags and the fastest way through them. You'll also get an email when a request is approved or a pull list is ready.

Quick Fixes checklist

Read through the quick fixes

Quick fixes

No Batch tab: You need can_batch turned on.
Cannot submit: You need can_request turned on.
Borrow stuck: Needs someone with can_approve_allocation.
No notifications: Allow notifications in the browser/app. Email is the fallback.

Floor app All requests screen with Enable notifications banner and Install button — Tap Enable to allow notifications, or Install to add Pull to your phone or tablet.

Email from QB Fabrication with subject Request Approved — You'll also get an email when a request is approved.

Email from QB Fabrication with subject Pull list ready — You'll get an email when a pull list is ready to print and pull.

Need help?

Not sure which capabilities you have, or a borrow request feels stuck? Ask your lead or an admin — most Pull questions come down to capabilities, not bugs.