1. Pull available stock. From NetSuite or your ERP. On-hand by SKU and warehouse, with reservations and damaged stock excluded.
2. Pull the demand forecast. From Excel, your planning system, or a forecast spreadsheet the planner maintains. Demand by SKU and channel for the upcoming period.
3. Pull live orders. From Shopify and Amazon Seller Central. Open orders, pre-orders, and confirmed wholesale POs.
4. Standardize the SKU. Trim, uppercase, strip prefixes, map between code systems. Same SKU across systems lines up on the same row.
5. Apply the allocation rules. Priority order across channels, minimum reserves per channel, max allocation per cohort, customer-tier overrides for wholesale.
6. Calculate fill rate. Per SKU, per channel, with the gap surfaced where demand exceeds available stock.
7. Output the allocation plan. A table per channel with the allocated units, the fill rate, and the gap. Plus an alert for SKUs where the gap is over the threshold.