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- Inventory Allocation Engine
- Implementation
How a Inventory Allocation Engine rollout works
Rehearse stock rules with a small operating scope before expanding allocation work.
Agree the operating case
Inventory Supervisor chooses the pilot items and locations, explains channel policy interpretation and defines the base unit. Rehearse an eligible lot and a condition exception. Agree the authorized quantity and the evidence the clerk needs for the next action.
Prepare references and balances
App Administrator checks the organization and each team member's platform account mapping. Inventory Clerk prepares stock items, storage locations and stock lots. Reconcile opening quantities and current Held reservations at the declared cutoff without replaying historical movement effects.
Configure the work views
Agree the review filter and audience for Review Queue. Set Stock Requests Register to Draft requests owned by the signed-in clerk for preparation. Connect the request owner to the correct platform account. Review Load Stops Schedule using the actual appointment date and assign responsibility for a missed stop.
Rehearse the stock cycle
Review the current request revision, reserve within free stock and repeat an accepted posting to confirm that it changes stock only once. Include a shortfall, a stale review, authorized cancellation and repeated reversal. Inventory Supervisor verifies quantity agreement and Auditor inspects retained failure evidence.
Review access and connections
Rehearse permitted and refused actions under each person's account. Agree user-access responsibility during setup. Test external identifiers and reconciliation behavior before enabling connected work.
What the customer provides
Bring the item list and base units, storage-location identities, opening lot balances, current held commitments and representative demand. Include the channel-policy interpretation, expiry or condition evidence and named people for preparation and supervision. Supply representative load and attachment evidence where those records form part of the operating case.
Changing it afterwards
Use supported quantity correction or cancellation when authorized demand changes, and compensation when a posted effect needs reversal. Preserve the original request and operation identity. Review affected work when policy guidance changes, then explain the new quantity to the clerk. Rehearse any added connection before using it in an operating cycle.
Begin with get started, then use the data model for import order.
Set up Inventory Allocation Engine your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.