MRP FINISHED GOODS ALLOCATION STRATEGY CHECKLIST 2026

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--- DEMAND FORECAST & ORDER PRIORITIZATION ---
[ ] Forecast Review Date
[ ] Primary Demand Source
[ ] Priority Level (Critical / Urgent, High Priority, Standard, Low Priority)
[ ] Projected Demand Quantity
[ ] Order Type Classification (Promotional/Seasonal, Recurring Contract, One-off/Spot Order, Backorder)
[ ] Order Prioritization Justification
[ ] Forecast Spreadsheet Attachment

--- INVENTORY AVAILABILITY ASSESSMENT ---
[ ] Inventory Audit Date
[ ] SKU/Finished Good Identifier
[ ] Current Physical Stock Count
[ ] Allocated/Reserved Quantity
[ ] Stock Status (In Stock, Low Stock, Out of Stock, In Transit)
[ ] Discrepancy Notes & Observations
[ ] Warehouse Cycle Count Report

--- ORDER SEGMENTATION & CUSTOMER TIERING ---
[ ] Primary Customer Tier Classification (Tier 1 - Strategic/Key Accounts, Tier 2 - Standard Accounts, Tier 3 - Low-Priority/Transactional)
[ ] Applicable SLA Requirements (Next-Day Delivery, Guaranteed Stock Reservation, Minimum Order Quantity (MOQ) Compliance, Specific Packaging Standards)
[ ] Minimum Order Value Threshold
[ ] Order Segmentation Rationale
[ ] Segmentation Review Date

--- CONSTRAINT & BOTTLENECK IDENTIFICATION ---
[ ] Identified Bottleneck Areas (Logistics/Transportation Capacity, Warehouse Outbound Dock Availability, Packaging Material Shortage, Labor Availability, Shipping Container/Pallet Constraints)
[ ] Bottleneck Impact Description
[ ] Estimated Daily Throughput Reduction (%)
[ ] Estimated Resolution Date
[ ] Constraint Severity Level (Low, Medium, High, Critical)

--- ALLOCATION LOGIC & RULE VALIDATION ---
[ ] Primary Allocation Logic Method (First-In, First-Out (FIFO), Pro-Rata (Proportional Distribution), Priority-Based (Customer Tiering), Earliest Due Date (EDD), Fixed Quantity Allocation)
[ ] Validation Criteria Applied (Service Level Agreement (SLA) Compliance, Minimum Order Quantity (MOQ) Check, Safety Stock Buffer Preservation, Contractual Commitment Verification)
[ ] Allocation Rule Exception Notes
[ ] Rule Validation Completion Date
[ ] Inventory Manager Approval

--- RISK MITIGATION & SHORTAGE CONTINGENCY ---
[ ] Identified Supply Disruption Risks (Raw Material Shortage, Logistics/Logistical Delay, Equipment/Machine Breakdown, Labor Shortage, Supplier Non-Compliance, Inaccurate Demand Forecasting)
[ ] Contingency Action Plan Description
[ ] Risk Impact Severity (Low, Medium, High, Critical)
[ ] Mitigation Deadline
[ ] Supporting Risk Documentation
[ ] Risk Manager Approval

--- COMMUNICATION & STAKEHOLDER ALIGNMENT ---
[ ] Stakeholders Involved in Approval (Sales Department, Production Planning, Logistics/Warehouse, Procurement/Purchasing, Customer Service)
[ ] Internal Communication Channel Used
[ ] Date of Alignment Meeting
[ ] Summary of Key Allocation Decisions Discussed
[ ] Authorized Manager Approval

--- POST-ALLOCATION AUDIT & PERFORMANCE TRACKING ---
[ ] Audit Completion Date
[ ] Order Fill Rate Percentage (%)
[ ] Number of Stockout Incidents Identified
[ ] Allocation Accuracy Rating (Exceptional, Satisfactory, Needs Improvement, Critical Failure)
[ ] Discrepancy Analysis & Root Cause Notes
[ ] Supporting Performance Report
[ ] Quality Assurance Auditor Signature

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