Automatic assignment of inventory lots to sales orders

Purpose

1.1. Automate the assignment of available inventory lots of diamonds to new sales orders with rules on grade, size, certification, and customer requirements.
1.2. Automates matching, allocation, and reservation to prevent manual errors, reduce fulfillment time, and synchronize inventory across retail and online channels.
1.3. Automatedly alerts staff to lot depletion, triggers procurement workflows, and notifies customers of order confirmation and expected delivery dates.

Trigger Conditions

2.1. Automatedly triggered when a new sales order is confirmed in the POS or online store.
2.2. Change in inventory status, such as lot arrival, certification update, or lot unfreezing.
2.3. Customer priority request or manual override for urgent assignment.

Platform Variants

3.1. SAP S/4HANA
• Function: Advanced Available-to-Promise (aATP) with lot assignment rules configured via FIORI apps.
3.2. Oracle NetSuite
• Feature: Order Management > Automated Fulfillment Allocation > Configure lot assignment preferences.
3.3. Microsoft Dynamics 365 Business Central
• API: InventoryAllocation API to automate lot assignment on Sales Order Create.
3.4. Zoho Inventory
• Setting: Sales Orders > Enable automated lot tracking and automatic allocation.
3.5. Salesforce (Service Cloud + Commerce)
• API: Order Management API + Flow automation to match lots based on opportunity details.
3.6. Shopify Plus
• App: Inventory Management > Install automated inventory allocation app and set assignment rules.
3.7. Lightspeed Retail
• Feature: Automated Purchase & Inventory Allocation rules in Settings > Inventory.
3.8. Epicor ERP
• Function: Automated Inventory Allocation Process workflow generator.
3.9. Odoo
• Module: Inventory Automation Rules > Automated Whitespace Assignment for unique lots.
3.10. QuickBooks Commerce
• Setting: Sales Orders > Lot Allocation Rules > Autopick method.
3.11. Unleashed Software
• Feature: Automated Allocation preferences in Inventory > Sales Orders.
3.12. Cin7
• Setting: Enable Auto-Assign Batches/Lots for all sales order imports.
3.13. DEAR Inventory
• Setting: Automated Inventory Assignment > FIFO or custom filter logic.
3.14. Skubana
• Feature: Automated Assignment workflow configuration in Inventory Management.
3.15. Fishbowl Inventory
• Function: Automatic Lot Picking Rule configuration for Sales Module.
3.16. Veeqo
• Setting: Enable automated lot assignment on Sales Channel settings.
3.17. TradeGecko (QuickBooks Commerce legacy)
• Feature: Automated Lot Allocation logic in backend settings.
3.18. SAP Business One
• API: Item Management > Automatic Lot Selection via DI API.
3.19. IBM Sterling Order Management
• Function: Automated Inventory Availability & Assignment Rule engine.
3.20. Magento Commerce
• Extension: Automated Lot Allocation Module and Order Assignment settings.

Benefits

4.1. Reduces manual errors and automates compliance with customer and certification preferences.
4.2. Increases inventory turnover by automatedly matching lots to demand on order arrival.
4.3. Accelerates order processing, fulfilling more orders in less time by automating assignment.
4.4. Centralizes and synchronizes inventory across outlets and online stores with automation.
4.5. Notifies teams and customers of allocation status automatically for transparency and planning.