Choose one of three approaches. The steps for that option appear below.
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ChatGPT builds allocation candidates with reviewable Python code, then drafts the pick list. You check both stages.
Get inputs ready
Build candidates and code
Check candidates and code
Draft pick list
Check and approve draft
Use: You
Have ready: approved order lines, stock availability and location map. Mark anything not stated as still to confirm.
Check nothing outside the supplied inputs is added.
Use: ChatGPT
Build order-to-stock allocation candidates. Show and retain the Python allocation code with source-field mappings and assumptions.
What to paste into the tool
Task: Order-to-stock allocation candidates retaining source IDs, relevant dates, explicit uncertainties and reviewer corrections; Python allocation code with source-field mappings and assumptions. Use only the attached input pack. Match each approved order line to stock and location, keep every source ID and date exactly as given, and mark uncertain items as uncertain. Show and retain the Python allocation code with source-field mappings and assumptions for human review and later drafting. Do not invent policy or values.
Use: You
Check the candidates and Python code against the original inputs and supplied allocation rules. Correct both and keep the reviewed code for drafting.
Check source IDs, dates, code mappings and assumptions against the original inputs and allocation rules.
Use: ChatGPT
Prepare a draft pick list with item, quantity, location and shortage queue, using the corrected candidates and reviewed Python code.
What to paste into the tool
Task: Draft pick list with item, quantity, location and shortage queue; Unresolved questions with source references. Use only the corrected allocation candidates, reviewed Python allocation code and the supplied inputs. Keep code assumptions visible as unresolved questions where the supplied inputs do not settle them. List item, quantity and location per line and a shortage queue for lines stock does not cover. List unresolved questions with their source references.
Use: You
Final check of the draft against the requirements; any next action is confirmed separately.
Fulfilment lead checks stock freshness and allocation rules; nothing is dispatched. Confirm any next action separately; this workflow ends at a reviewed draft.
You allocate stock by hand using the rules. Claude structures the pick list and shortage queue from your checked table.
Allocate stock by hand
Draft the pick list
Compare and approve
Use: You
Have ready: approved order lines, stock, location map. Allocate by hand; record item ID, quantity, unit, location and short-line source references.
Check source IDs, definitions, dates and each allocation against the original inputs and supplied allocation rules; correct before handoff.
Use: Claude
Prepare a draft pick list with item, quantity, location and shortage queue from the checked allocation.
What to paste into the tool
Task: Draft pick list with item, quantity, location and shortage queue; Unresolved questions with source references. Use only the pasted checked allocation and the supplied inputs. List item, quantity and location per line and a shortage queue for lines stock does not cover. Keep source references and list unresolved questions with their source references.
Use: You
Compare the draft with your hand-built table line by line and fix any drift.
Fulfilment lead checks stock freshness and allocation rules; nothing is dispatched. Confirm any next action separately; this workflow ends at a reviewed draft. Check the result against your original inputs. Approve it before sharing or acting.
You check the allocation Gemini builds, write the pick list yourself, and a second reviewer reads it independently.
Get inputs ready
Build allocation candidates
Check every row
Write the pick list
Independent read
Use: You
Have ready: approved order lines, stock availability and location map. Select the supplied inputs and mark what is not known yet before anything is uploaded.
Check nothing outside the supplied inputs is added before anything is uploaded.
Use: Gemini
Build order-to-stock allocation candidates, retaining source IDs, relevant dates, explicit uncertainties and reviewer corrections.
What to paste into the tool
Task: Order-to-stock allocation candidates retaining source IDs, relevant dates, explicit uncertainties and reviewer corrections. Match each approved order line to available stock by item ID, then to its location, and flag lines where stock does not cover the quantity. Do not invent values.
Use: You
Check every row against the originals, correct it, and note what is still not known.
Check source IDs, definitions, dates and ambiguous claims against the original inputs; correct the candidates before handoff.
Use: You
Write the pick list yourself from the checked table: item, quantity, location, and a shortage queue for lines the stock does not cover.
Check stock freshness and allocation rules. Nothing is dispatched.
Use: The second reviewer
Read the draft independently against the originals and the final checks. Any next action is confirmed separately.
Compare each item, quantity, location and shortage entry with the original inputs. Return unsupported entries as gaps. Nothing is dispatched.
Best when: You want allocation logic and the draft list in one chat
What it does: ChatGPT builds candidates and drafts; you check both stages
Strong at: Shows and keeps the Python allocation code for your review
Limit: Upload caps per rolling window; large input packs may hit the limit
Free plan: Yes, limited (file uploads, images, voice, data analysis)
Best when: You allocate personally; the tool only structures the list
What it does: Claude structures the pick list; you allocate and check
Strong at: Every source ID and date is placed by an accountable person
Limit: Only 20 files fit in one chat upload
Free plan: Yes, limited (usage caps reset every five hours)
Best when: Your data is already in tables; you finalise the list yourself
What it does: Gemini builds the allocation table; you check and write the list
Strong at: Matches order lines to stock and locations from your pasted tables
Limit: Gemini may read only a sample of rows; check every computed column yourself
Free plan: Yes
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Deciding between ChatGPT and Claude for this? See the comparison.
Named human compares every identifier, date, number and uncertain claim with the original inputs before the draft moves on.
Missing facts stay not stated; nothing is sent, published, assigned or authorised.
Check the result against your original inputs. Approve it before sharing or acting.