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- Inventory Allocation Engine
- Data model
The tables behind Inventory Allocation Engine
Inventory Allocation Engine ships with 16 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 16
- Features
- 7
- Change it
- Add fields and tables in Proto
How the model is organised
Allocation policies
Allocation policies belongs to Organizations and stores the channel guidance used during request review.
Request review
Stock requests references Organization, Owner, Item, Location and Counterparty. Review decisions and record attachments point back through source record and related record respectively.
Lot availability
Stock items supplies SKU and base unit. Stock lots links Item and storage location while retaining quantity, condition and dates.
Reservation control
Stock reservations links Request and Lot with Quantity, Status and expires at.
Stock execution
Stock movements links Parent to stock requests, Lot to stock lots and Reverses to another stock movements record. Source effect key identifies the stock effect.
Load and custody records
Load stops links Load and Location; handling units links Item and Location. Agree the operating handoff to stock work during setup.
Evidence and reconciliation
Operation receipts and review decisions link source record and Owner. Organizations, team members and Users supply the operating identity chain.
Every table, by feature
- Allocation policies5
- Request review6
- Lot availability5
- Reservation control4
- Stock execution6
- Load and custody records5
- Evidence and reconciliation5
- Allocation policies
Channel allocation rules with priority and safety stock.
Linked to Organizations - Organizations
Operating organizations that own warehouses, stock and team members.
- Stock items
Stock keeping units with base unit, tracking mode and reorder settings.
- Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Review decisions
Approved, rejected, returned or escalated decisions on source records.
Linked to Organizations, Team members, Stock requests
- Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Review decisions
Approved, rejected, returned or escalated decisions on source records.
Linked to Organizations, Team members, Stock requests - Record attachments
Documents and links attached to operational records.
Linked to Stock requests, Organizations - Operation receipts
Recorded, verified, failed or corrected operation evidence.
Linked to Organizations, Team members, Stock requests - Team members
Warehouse staff and reviewers linked to an organization and platform user.
Linked to Organizations, Users - Users
Users
Linked to Users
- Stock lots
Lot or serial level inventory held at a storage location.
Linked to Stock items, Storage locations - Stock items
Stock keeping units with base unit, tracking mode and reorder settings.
- Storage locations
Warehouses, bins, yards and cold rooms where stock is held.
Linked to Organizations - Stock reservations
Held, released or consumed reservations against eligible stock lots.
Linked to Stock lots, Stock requests - Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items
- Stock reservations
Held, released or consumed reservations against eligible stock lots.
Linked to Stock lots, Stock requests - Stock lots
Lot or serial level inventory held at a storage location.
Linked to Stock items, Storage locations - Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Operation receipts
Recorded, verified, failed or corrected operation evidence.
Linked to Organizations, Team members, Stock requests
- Stock movements
Posted signed-quantity movements that change on-hand inventory.
Linked to Organizations, Team members, Storage locations, Stock items - Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Stock lots
Lot or serial level inventory held at a storage location.
Linked to Stock items, Storage locations - Operation receipts
Recorded, verified, failed or corrected operation evidence.
Linked to Organizations, Team members, Stock requests - Stock items
Stock keeping units with base unit, tracking mode and reorder settings.
- Storage locations
Warehouses, bins, yards and cold rooms where stock is held.
Linked to Organizations
- Loads
Inbound and outbound loads with carrier, dock door and seal.
- Load stops
Sequenced stops and dock appointments for a load.
Linked to Loads, Storage locations - Handling units
Pallets, totes and license-plate handling units with custody.
Linked to Storage locations, Stock items - Storage locations
Warehouses, bins, yards and cold rooms where stock is held.
Linked to Organizations - Stock items
Stock keeping units with base unit, tracking mode and reorder settings.
- Operation receipts
Recorded, verified, failed or corrected operation evidence.
Linked to Organizations, Team members, Stock requests - Review decisions
Approved, rejected, returned or escalated decisions on source records.
Linked to Organizations, Team members, Stock requests - Record attachments
Documents and links attached to operational records.
Linked to Stock requests, Organizations - Stock requests
Requests to receive, move, reserve or issue stock.
Linked to Organizations, Team members, Storage locations, Stock items - Stock movements
Posted signed-quantity movements that change on-hand inventory.
Linked to Organizations, Team members, Storage locations, Stock items
Keys and references
Retain the actual Id references, human record number or reservation number and workflow operation identities. Names and SKU labels are useful context but cannot replace a record reference during import. Owner resolves through team members.User for any current-user view. Custody owner records custody responsibility; account access belongs to Users and team members.User.
Keep signed quantity distinct from Quantity and source effect key distinct from operation key. A repeated effect and a repeated decision have different identity rules. Stock requests.Status and review decisions.Decision retain distinct state vocabularies.
Migration order
- Prepare Organizations and Users, then team members with reviewed User mappings.
- Load stock items and storage locations using stable references and consistent base units.
- Reconcile opening stock lots and load allocation policies with their organization context.
- Load open stock requests and any current stock reservations with a declared cutoff; reconcile held quantity to the opening lot balance.
- Retain historical stock movements, review decisions, record attachments and operation receipts as evidence without replaying their effects into opening stock.
- Load Loads and load stops in reference order, then handling units; test the separate physical-to-stock handoff before activating operations.
Set up Inventory Allocation Engine your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.