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Bookings

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

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Creating a Booking

  1. Navigate to Plan → Bookings
  2. Click Create Booking
  3. 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

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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

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Allocating Inventory

  1. Open a confirmed booking
  2. Click Allocate Inventory
  3. System will:
    • Check inventory availability
    • Allocate inventory to booking
    • Reserve inventory
    • Update booking status

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Confirming Bookings

  1. Review booking details
  2. Verify:
    • Customer information
    • Product and quantity
    • Delivery window
    • Pricing
  3. Click Confirm Booking
  4. Booking becomes confirmed and ready for allocation

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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

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Permissions & Roles

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