Bookings

Bookings represent committed B2B demand used in inventory planning and allocation.

Creating a Booking

Navigate to Plan → Bookings
Click Create Booking
Configure:
- Customer: Customer or customer organization
- Product: Product to book
- Requested Quantity: Quantity requested
- Delivery Window: Start and end dates
- Location: Delivery location
- Channel: Sales channel
- Priority: Booking priority

Booking Status

Bookings progress through statuses:

DRAFT: Initial creation, not yet confirmed
CONFIRMED: Confirmed by customer
ALLOCATED: Inventory allocated to booking
FULFILLED: Booking fulfilled (shipped)
CANCELLED: Booking cancelled

Allocating Inventory

Open a confirmed booking
Click Allocate Inventory
System will:
- Check inventory availability
- Allocate inventory to booking
- Reserve inventory
- Update booking status

Confirming Bookings

Review booking details
Verify:
- Customer information
- Product and quantity
- Delivery window
- Pricing
Click Confirm Booking
Booking becomes confirmed and ready for allocation

Booking Summary

View booking summary:

Total Bookings: Count of all bookings
By Status: Breakdown by status
By Customer: Bookings per customer
By Product: Bookings per product
By Delivery Window: Bookings by delivery date

Permissions & Roles

Creating bookings requires planning or sales permissions. Allocating inventory requires inventory management permissions. Contact your organization administrator for details.