Cloudy Revenue Inventory Knowledge Base

Inventory Allocation Creation Steps

Step 1: Navigate to Order

Open the required Order record.

Navigate to the Inventory Allocation tab.

Step 2: Create Inventory Allocation

Click the New Allocation action for the required Order Product.

Select an available Inventory record, then click Reserve or Commit.

Step 3: Enter Quantity to Commit

Provide the required details:

• Select the Inventory Transaction
• Enter the Quantity to Commit

Step 4: Save the Inventory Allocation

Click Commit to create the Inventory Allocation.

Best Practices

• Allocate inventory only after verifying available stock.
• Select the correct Warehouse and Inventory Location before saving.
• Reserve only the required quantity to avoid blocking inventory unnecessarily.
• Configure an Inventory Reserved Expiry Date for temporary reservations.
• Release unused allocations promptly to improve inventory availability.
• Monitor allocation statuses regularly.
• Ensure Inventory Transactions are generated for complete traceability.
• Validate allocated quantities before fulfillment.
• Keep Product and Stock Item associations accurate.
• Periodically review Inventory Allocation records to maintain inventory accuracy and optimize warehouse operations.