Automated inventory reservation for scheduled jobs

Purpose

1. Automate inventory reservation for scheduled auto electrical jobs, ensuring required parts are allocated and available when service is due.

2. Prevent stockouts and scheduling conflicts by automating parts hold/release tied to job scheduling.

3. Integrate with job scheduling to reserve, unreserve, or update inventory based on live changes, cancellations, or completion.

4. Enable automated notifications and system logs when automatedly reserving or releasing stock for jobs.

Trigger Conditions

1. Job scheduled via appointment booking, system or manual entry.

2. Modification or rescheduling of job details requiring inventory recalculation.

3. Job cancellation, automatedly freeing up reserved stock.

4. Inventory threshold alerts, automating notifications if parts cannot be reserved.

5. Job completion status triggering automated inventory release or consumption log.

Platform Variants

1. SAP Business One

• Function/API: InventoryReservationService (CreateInventoryReservation); sample triggers on SalesOrder creation.
  

2. Microsoft Dynamics 365

• Function/API: InventoryPosting, Work Order Scheduling API; automate via Power Automate Flow connector.
  

3. Oracle NetSuite

• Feature: Work Order Inventory Commitment; automate through SuiteScript ‘item fulfillment’ triggers.
  

4. Salesforce Field Service

• Feature: Service Appointment Inventory Reservation API; configure automatic asset allocation.
  

5. Zoho Inventory

• Feature/API: Composite Items reservation on SalesOrder; automate using Zoho Flow/Deluge script.
  

6. Odoo

• Function/API: Inventory Reservation Rules on 'mrp.production' model; automating via Odoo Scheduled Actions.
  

7. QuickBooks Commerce

• Feature: Inventory Management / API endpoint /order/reserve; automate on job creation event.
  

8. ServiceM8

• Feature: Materials Allocation on Booking; automate with ServiceM8's API and webhook for job event.
  

9. Jobber

• Feature: Job Product Reservation API; setup Job Updated trigger for automatedly holding inventory.
  

10. Freshdesk Field Service

• Feature: Asset Assignment on Ticket; automate using Freshdesk automation rules/Workflows.
  

11. Jira Service Management

• Feature: Asset Management, Automation via Jira Triggers to update inventory status for jobs.
  

12. Katana MRP

• Feature/API: Stock Commitment on Manufacturing Orders; automate via Katana API for schedule creation.
  

13. SAGE X3

• Function/API: Inventory Allocation Entry; automate via SAGE Workflow Automation rules upon job confirmation.
  

14. Fishbowl Inventory

• API: "Reserve Inventory" for Open Orders; trigger via scheduling integration webhook.
  

15. TradeGecko (QuickBooks Commerce)

• API: /orders/reserve endpoint; automate on new job/work order event.
  

16. Unleashed Software

• Feature/API: Inventory Allocate endpoint; automate inventory allocation upon job booking via integration.
  

17. Skubana

• Feature/API: Auto-reserve on Order Creation; configure via Skubana Automation Rules.
  

18. SAP S/4HANA

• Function: Advanced ATP (aATP) Allocation APIs; automate job-induced reservations.
  

19. Infor CloudSuite

• Feature/API: Inventory Hold/Reservation on Work Order Creation; automate via Infor ION Workflows.
  

20. Epicor

• Feature/API: Demand/Stock Reservation Workflow; automate with Epicor BPM triggers.
  

Benefits

1. Automates accurate parts allocation, reducing manual errors and double-bookings.

2. Automatedly prevents job rescheduling delays caused by unavailable inventory.

3. Automates inventory visibility across departments, streamlining service workflows.

4. Automation eliminates redundant communication between service and inventory teams.

5. Allows scaling of job volume without proportional increase in manual work.

6. Automated notifications and actions ensure optimal inventory turnover and customer satisfaction.

7. Automates inventory updates in real-time, aiding demand planning and procurement.