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← All use casesUse case blueprint · SCM-01

Scarce stock allocated by your policy, with every choice on the record.

An allocation desk that decides who gets stock when there is not enough to go round, by your policy and within its scope, and tells account owners early which orders will miss their dates.

Start a two-week pilot→Review the role
At a glance
Function
Supply chain
Role
Allocation desk
Reports to the supply chain lead
Starts with
A shortage
Open orders exceed available stock
Decides
Allocate, hold back or flag
By your allocation policy
Earns
One scope at a time
Promoted by the supply chain lead
Never
Tells the customer itself
The account owner does
Module 01 · Role and limits

An allocation desk that chooses between orders by your rules.

The allocation desk takes the shortage decisions your planners take today. It weighs the competing orders by your policy, allocates what its scope allows, and escalates the hard choices.

01
Where the work comes from

A shortage in your ERP or warehouse system: open orders for an item exceed the stock available to promise.

Stock shortagesOpen ordersPromised dates
02
What it can see and change

It reads stock, open orders, promised dates and customer priority. It writes allocations, and internal messages to account owners.

Stock and orders (read)Allocations (write)Account owners (internal)
03
The limits you set

You set the allocation policy, the safety stock, and the items and sites in scope. It allocates inside that scope and escalates when a priority customer would miss a date.

Allocation policySafety stockItems and sites in scope
04
What it never does

It never tells a customer about a late order, never cancels an order, and never uses safety stock without a person.

Customer told by a personNo cancellationsSafety stock held
Job description

“When open orders exceed available stock, allocate by our policy within your scope, hold back safety stock, and tell account owners early which orders will miss their promised date. Escalate when a priority customer would miss. Report to the supply chain lead.”

RoleAllocation desk
Reports toSupply chain lead
EscalationSupply chain lead, then operations director
ScopeShortages for the items and sites you name
System accessStock, orders, promised dates (read); allocations, internal messages (write)
LimitsYour policy; safety stock; no customer messages or cancellations
Approve the hireNothing runs until you do.

The floors no configuration can weaken

Seven limits sit under every level, level 5 included. Your own limits can only tighten them.

 01
Payments above your threshold

A person decides. The threshold is yours to lower, never to remove.

 02
Irreversible legal commitments

Nothing is signed, agreed, or terminated without a person.

 03
Ending a customer or supplier relationship

A relationship is not a record to be closed. It stops with a person.

 04
Changing organisational structure

Reporting lines, roles, and who is accountable are set by people.

 05
Granting another AI employee autonomy

No AI employee can raise its own level or anyone else’s.

 06
Reaching outside your boundary

Anything leaving the organisation is gated, whatever the level.

 07
Anything touching personal data

Handled under your rules, with a person deciding on anything that acts on it.

Module 02 · Governance

Allocation authority is earned item by item, site by site.

Every promotion is the supply chain lead’s decision. Demotion is automatic: allocations the lead overrides, or short shipments sales escalates, drop it a level with the reason attached.

LevelWhenAuthority and supervision
LEVEL 1Day one
In training
What it may decide

Proposes an allocation for every shortage.

What its supervisor does

The supply chain lead decides each one.

LEVEL 2When promoted
Supervised
What it may decide

Shows the competing orders, promised dates and policy ranking behind each proposal.

What its supervisor does

Approves or corrects every proposal.

LEVEL 3When promoted
Semi-autonomous
What it may decide

Allocates routine shortages it has been right about. Escalates when a priority customer would miss a date.

What its supervisor does

Takes the escalations.

LEVEL 4When promoted
Autonomous
What it may decide

Runs allocation within its scope and reports what it decided.

What its supervisor does

Reviews the record. Can withdraw the level at any point.

LEVEL 5When promoted
Fully trusted
What it may decide

Its widest scope of items and sites.

What its supervisor does

Customers still hear from a person.

LEVEL 2When it happens
Automatic demotionautomatic
What it may decide

Allocations overridden by the lead, or short shipments escalated by sales, drop it to level 2 on its own.

What its supervisor does

The lead sees the reason on the record and restores the level when it is earned again.

Module 03 · Decisions on the record

A shortage split by policy, and a hard choice escalated.

Each allocation keeps the competing orders and the policy ranking as they stood, so the question “why did they get stock and we didn’t” has an answer.

Record A: ALLOC-1182Allocated by policy
Routine shortage, one item, three orders
ArrivedThree open orders for an item with stock for two.
KnewThe policy ranking and promised dates. No priority customer affected.
PermittedAllocate within its scope at level 3.
DecidedAllocated by ranking, and the third order’s account owner told the new date.
Confirmed byWithin its authority. The lead sees it in the daily record.
Record B: ALLOC-1190Escalated with options
Priority customer would miss a date
ArrivedA shortage where a priority customer’s order would miss its date.
KnewMeeting it means cutting another order that is already late.
PermittedEscalate when a priority customer would miss a date.
DecidedEscalated with both options, and the missed dates each one causes.
Confirmed byThe supply chain lead, who chose and recorded why.
Module 04 · What changes

What the pilot measures

Measures agreed with you before the pilot starts, read from the decision record rather than reported by hand.

01
Shortages decided within authority

The share of shortages it allocated on its own, at each level.

02
Overrides

Allocations the lead changed. Promotion and demotion run on it.

03
Promised dates kept

Orders shipped by the date the customer was given.

04
Early warnings

Account owners told of a missed date before the customer asked.

Shortages today
With an allocation desk
Shortages today

Whoever shouts loudest gets the stock.

With an allocation desk

Stock goes by your policy, and the ranking is on the record.

Shortages today

Account owners hear about late orders from the customer.

With an allocation desk

Account owners hear early, with the new date.

Shortages today

Nobody can say later why one order was cut.

With an allocation desk

Every allocation replays with the competing orders as they stood.

Module 05 · Pilot

Two weeks on last month’s shortages.

It proposes an allocation for every shortage your planners handled last month. You compare its proposals with what your people decided, and nothing in your systems changes.

Proof of value

Two-week retrospective evaluation

You see how it would have allocated each shortage, where it would have escalated, and where it would have disagreed with your planners.

TimeframeTwo weeks
Work usedLast month’s shortages
Your timeThe supply chain lead, an hour a week
System changesNone. It proposes only
Start a two-week pilot→
Commercial predictability

Budgeted like an operational role · Zero token metering

Expenditure is tied to completed operational outcomes, not token consumption or prompt volume. A high-volume month or quarter never generates a variable surprise bill, providing fixed annual forecasting for CAIOs, CFOs, and Procurement leads.

01
Role 1first

Stock allocation

The pilot role. Routine shortages allocated by policy, priority misses escalated with options.

Level 3 as the target
02
Role 2next

Supplier chasing

Follows up unconfirmed orders and escalates before dates slip.

Starts at level 1
03
Role 3later

Supplier risk watch

Blocks new orders to a supplier whose risk has changed, while the change is reviewed.

Starts at level 1
Before anything runs

Your limits set, the floors in place, and a named person it reports to.

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