The Inventory Dashboard

The starting point for all manual allocations is the Inventory Dashboard. This screen provides a consolidated view of all inventory that is currently available to be allocated.

Key features of the dashboard include:

• Unified Inventory View: A central table displays all allocatable items, clearly identifying their source as a PO or Warehouse Stock in the Document Type column.
• Filtering: You can use powerful filters for Department, Class, and Subclass to quickly find the specific items you need to allocate.
• Status Tabs: Tabs across the top of the table allow you to view allocations based on their current status:
  • Available: Items that have not yet been included in an allocation.
  • Ready for Review: Allocations that have been saved as a "Worksheet" but are not yet approved.
  • Approved: Allocations that have been finalized and are awaiting export.
  • Exported / Export Failed: The final status of an allocation after the system has attempted to send it to the execution system.