In OriginsNext, planning product allocations allows you to check the buyer’s evidence requirements with specific inventory before actually execution and confirming product allocation. This helps assess compliance, availability, and gaps early in the order and logistics lifecycle.
To plan product allocations for an order:
Open the relevant order from the Orders list
Select the Products tab from the top navigation
Click the orange Planned View is set in the top header (as opposed to the green Actual View)
Select the relevant product type from the list on the left
Click Plan allocations to open the allocation form
In the pop-up form, review available inventory grouped by product location
Use filters or search to refine available product locations
Select one or more rows of available inventory
Click Plan allocation to save your selections
Planned allocations do not yet represent confirmed traceable inventory but enable forward-looking analysis of compliance and availability. You can edit or adjust these allocations at any time before actual events are linked.