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Supplier Allocation

Navigation: Procurement → Supplier Allocation

The Supplier Allocation screen stores contract information between your organisation and suppliers. It shows how much of each contract has been consumed at a given point in time by comparing purchase orders received since the contract started against the remaining forecast until the contract expires.

Purpose

  • Track committed volumes against supplier contracts
  • Monitor contract consumption in real time
  • Identify contracts approaching expiry or over-utilisation
  • Compare remaining forecast demand against remaining contract capacity

Creating Contract Records

Via Excel upload

Download the template from the toolbar, populate contract details, and upload. This is the recommended method for bulk import.

Via UI

Click New in the toolbar and populate the contract fields directly in the create modal.

Columns

Column Description
Item Number Item covered by the contract
Item Description Item name
Supplier Number Supplier code
Supplier Name Supplier name
Start Date Contract effective date
End Date Contract expiry date
Allocated Volume Total quantity committed under the contract
Cost / Unit Cost price per unit agreed in the contract
Price / Unit Selling price per unit agreed in the contract
Status Contract status (Active / Expired / Pending)
Last Update Date Date the contract record was last modified

Net Allocation View

The Supplier Net Allocation analytics view aggregates contract data and visualises consumption in real time. For each item–supplier combination it shows:

  • Volume consumed from the contract up to the current date (based on received purchase orders)
  • Days remaining until contract expiry
  • In aggregate (where an item is purchased from multiple suppliers): total remaining quantity to purchase across all contracts vs. forecast demand until expiry

Visualisation options: toggle between percentages, quantities, cost, or price to match your reporting preference.

The net allocation data is derived by comparing: - This screen (contract commitments) - Purchase Orders (actual consumption since contract start) - Forecasts (projected demand until contract expiry)