Deal line items
Without Sanka
Products and quantities are copied from HubSpot into spreadsheets or ERP screens
With Sanka
Pull HubSpot deal line items into Sanka order and inventory checks
Allocate inventory automatically from HubSpot deals
Turn closed-won HubSpot deals and line items into inventory checks, allocation, shortage review, and purchasing signals in Sanka.
HubSpot Inventory
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Overview
Connect HubSpot deals to inventory allocation
Allocate from HubSpot line items
Read products, quantities, requested delivery dates, and customer context from HubSpot deals, then reserve inventory against matching Sanka items and locations.
Review shortages before fulfillment
Separate fully available, partially available, and shortage lines so operations can approve substitutions, split shipments, or replenishment.
Keep sales and operations aligned
Write allocation, shortage, and fulfillment readiness signals back to the HubSpot deal so sales can see what can actually ship.
Workflow
From HubSpot deal to inventory-ready fulfillment
- 01Read HubSpot deal and line itemsBring company, deal, product, quantity, requested delivery date, owner, and priority into Sanka.
- 02Check inventory and allocate stockMatch line items to Sanka items, check available stock by location, reserve inventory, and separate shortages or partial allocations.
- 03Trigger fulfillment and replenishment follow-upShow ready-to-ship lines, review exceptions, and create replenishment tasks or purchase-order drafts for missing stock.
Compare
HubSpot deals are not enough when fulfillment depends on stock
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Deal line items | Products and quantities are copied from HubSpot into spreadsheets or ERP screens | Pull HubSpot deal line items into Sanka order and inventory checks |
| Stock availability | Sales cannot tell whether the deal can be fulfilled as promised | Allocate available inventory and flag shortages before fulfillment starts |
| Exceptions | Partial stock, substitutions, and split shipments are handled in chat | Review exceptions with approval history and linked records |
| Replenishment | Purchasing only reacts after shortage issues are discovered late | Convert shortage lines into replenishment or purchase-order signals |
Stock availability
Without Sanka
Sales cannot tell whether the deal can be fulfilled as promised
With Sanka
Allocate available inventory and flag shortages before fulfillment starts
Exceptions
Without Sanka
Partial stock, substitutions, and split shipments are handled in chat
With Sanka
Review exceptions with approval history and linked records
Replenishment
Without Sanka
Purchasing only reacts after shortage issues are discovered late
With Sanka
Convert shortage lines into replenishment or purchase-order signals
Customer quotes
Don't take our word for it.
As we grew rapidly, we needed a system that could manage purchasing, inbound, inventory sync, and outbound in one place.
By implementing Sanka, we expect to connect reel racks with shop-floor inventory data so we can calculate requirements based on accurate stock.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
FAQ
Frequently asked questions
Can Sanka allocate inventory directly from HubSpot deals?
Yes. HubSpot companies, deals, and line items can be used to create or update Sanka orders and allocate inventory.
What happens when stock is not enough?
Sanka separates shortage and partial-allocation lines so teams can review substitutions, split shipments, replenishment, or purchase-order drafts.
Can allocation status be shown in HubSpot?
Yes. Allocation, shortage, and fulfillment readiness signals can be written back to the HubSpot deal.
Does this replace an inventory or ERP system?
No. Sanka sits between HubSpot and operations, using governed workflows to connect deal data, inventory records, purchasing, and fulfillment status.