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Managing Raw Materials: Allocation & Shortages

Learn how to reserve inventory for your manufacturing orders and quickly purchase missing raw materials using the integrated shortage handler.

Cagla Sener avatar
Written by Cagla Sener
Updated this week

Once a Manufacturing Order (MO) is Confirmed, you must ensure you have the necessary ingredients to actually build the products. In Tightly, this process is called Allocation.

Location: Open any Confirmed Manufacturing Order.

1. Auto-Allocate Quantities

When you first open a confirmed order, Tightly knows how many raw materials are Required, but it hasn't reserved them yet.

  1. Click the Auto-allocate Quantities button.

  2. The system checks your current stock in the manufacturing warehouse.

  3. It reserves (allocates) as much stock as possible for this specific order.

2. Reading the Raw Materials Table

After allocation, review the raw materials table to understand your status:

  • Required Qty: The total amount needed for this order.

  • Allocated Qty: The amount successfully reserved from your warehouse.

  • Shortage: The amount you are missing (Required - Allocated).

3. Handling Shortages

If you have a Shortage, you cannot start production yet. You need to buy the missing materials.

  1. Look at the Pending Actions column next to the material with a shortage.

  2. Click Add to Basket.

  3. This adds the exact shortage quantity to your Purchase Order basket. You can then create a Purchase Order (PO) just like you normally would.

4. Re-Allocating (When Stock Arrives)

This is a critical step. When your Purchase Order arrives and you receive the new raw materials into your warehouse, they are not automatically applied to this Manufacturing Order.

  1. Go back to your Manufacturing Order.

  2. You will see that new stock is available.

  3. Click Auto-allocate Quantities again.

  4. The system will pull the newly received stock into the order, reducing the Shortage to 0.

5. Ready for Production

Once Shortage is 0 for all items, you will see a banner confirming that all materials are ready.

You can now click In Production on the order timeline to mark it as In Production. This changes the status, locks the materials permanently to this job, and sets the Expected Completion Date.

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