Workflow Guide

How This Tool Works

This website reviews inventory CSV files and allocates order quantities by FIFO, FEFO, or LIFO while preventing saved stock from being allocated again.

Required Inventory Data

Field Purpose
Item No. Identifies the SKU or material to review and allocate.
Quantity Shows how many units are available in that batch row.
Batch Optional. Identifies the stock lot selected for allocation when available.
Expiry Date Optional. Used for expiry status, FEFO sorting, and customer remaining-day rules when available.
Stock In Date Used for FIFO and LIFO allocation order.

1. Upload Inventory

Upload a CSV on either page. The uploaded inventory is remembered between Inventory Review and Order Allocation until the loaded CSV is cleared.

2. Match CSV Fields

If the CSV uses different column names, expand Custom CSV fields and enter the matching header names before uploading that file.

3. Review Inventory

Inventory Review validates rows, shows total units, highlights expired and soon-expiring stock, and filters by search, status, or remaining days before expiry.

4. Allocate Orders

Paste order lines into the order table with item number, quantity, and minimum remaining days. Choose FIFO, FEFO, or LIFO to generate the allocation result.

5. Save Reserves

Save an allocation with an allocation name. Saved quantities are reserved by batch, so later orders cannot use the same stock unless the reserve is removed.

6. Membership Storage

The tool is open to the public. Free members can save custom CSV field names to their account. Paid members can save those field names plus one uploaded inventory CSV up to 5 MB.

7. Export Results

Current and saved allocations can be exported as CSV or copied as tab-separated text for Excel, Sheets, or warehouse systems.

Cloudflare Deployment

Cloudflare Pages serves the website. Pages Functions handle sign up, sign in, preferences, and paid inventory storage. D1 stores users, tiers, custom CSV field names, and the paid inventory CSV. KV stores login sessions.