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Auto-allocation of inventory to high-priority orders

Purpose

1. Automate the real-time allocation of available bottled water inventory to high-priority wholesale orders, minimizing manual handling, stockouts, and fulfillment delays.

2. Ensure automated prioritization based on customer value, order urgency, and inventory available, providing automatic adjustments as orders and stock fluctuate.

3. Facilitate automation by integrating with platforms to synchronize inventory data, receive high-priority order flags, and trigger automated assignment.

4. Automate the notification to sales, warehouse, and customers when priority orders are allocated automatically or when inventory gets reassigned programmatically.


Trigger Conditions

1. New wholesale order submitted marked as high-priority or tagged via CRM/ERP system.

2. Inventory update event, such as new stock received or manual entry.

3. Automated external signals from e-commerce or EDI platforms indicating upsurges in demand.

4. Pre-configured thresholds for inventory levels or order deadlines being reached.


Platform Variants


1 ERPNext

  • Module: Inventory Auto Allocation
  • Configure webhook trigger for "high-priority" order event, enable automated allocation rule.

2 SAP Business One

  • Feature: Order Allocation Wizard
  • Automate job using DI API’s "InventoryTransferService" for assigning stock to orders.

3 Microsoft Dynamics 365

  • Function: Power Automate with Dynamics 365 Supply Chain API
  • Automator for automatic “allocate inventory” on flagged high-priority orders.

4 Oracle NetSuite

  • Feature: SuiteFlow Workflow Customization
  • Automated allocation using “Inventory Assignment” action for sales orders.

5 Zoho Inventory

  • API: Auto-assign Stock API
  • Set auto-allocation trigger on new priority orders with inventory allocation REST endpoint.

6 QuickBooks Commerce

  • Feature: Workflow Automation
  • Trigger auto-allocation workflow for "high-priority" order event.

7 Shopify

  • App: Flow Automation
  • Automate using “Inventory Level Changed” trigger, allocate stock to VIP/priority orders.

8 WooCommerce

  • Plugin: AutomateWoo
  • Configure actionable rules on inventory update automating allocation to tagged orders.

9 TradeGecko

  • Endpoint: SalesOrder Autoallocation API
  • API workflow automates stock allocation for flagged customers/orders.

10 Salesforce

  • Component: Process Builder and Flow
  • Automate allocation based on priority order criteria, integrating with inventory object.

11 Odoo

  • Feature: Automated Actions
  • Set up server action via automated rule for allocating quantities on flagged sales orders.

12 Cin7

  • Function: Allocate Smartly Tool
  • Schedule auto-allocation; API or trigger takes available inventory to fill top-priority orders.

13 SAP S/4HANA

  • Feature: Auto-ATP (Available-to-Promise) Allocation
  • Automate ATP checks and allocate confirmed inventory to urgent orders via standard API.

14 Fishbowl Inventory

  • Plugin: Order Fulfillment Automation
  • Event-based triggers assign inventory as soon as priority orders enter the system.

15 Brightpearl

  • Feature: Auto Allocation Workflow
  • Activate rule for auto-assigning stock on high-priority status.

16 Infor CloudSuite

  • Component: Workflow Designer
  • Build automated flow for auto-distribution to priority flagged clients/orders.

17 Sage X3

  • Feature: Allocation Scheduler
  • Configure auto-allocation task in ordering module for flagged priorities.

18 SAP Ariba

  • API: Order Management Integration
  • Webhook triggers automatedly distribute stock to urgent positions.

19 Magento Commerce

  • Feature: Inventory Automation Rules
  • Auto-process stock allocation for orders marked as critical or important.

20 Skubana

  • Endpoint: Order Bot Rules
  • Setup order bot to automate inventory assignment on priority tags.

Benefits

1. Automates stock allocation, reducing human intervention and speeding up order fulfillment.

2. Automated system ensures high-priority customers always receive inventory first, improving satisfaction and retention.

3. Automator prevents errors and double allocation, improving accuracy.

4. Automation allows UPSCALING order volumes without resource bottlenecks in allocation.

5. Automatable, rule-based allocation enables flexible adaptation to business growth and urgent fulfillment needs.

6. Automatedly reacts to real-time inventory and order signals, ensuring agility in beverage distribution.

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