Allocations

Allocations allow companies to create a list of mandatory products to be added to orders that are made by specific outlets, within a specified time frame, for a specific supplier.

Creating Allocations

Follow these steps to create an allocation:

1. Click Create Allocation

2. Enter the following details, Allocation a Name, Assign the Outlets, select a Start and End Date and select a Supplier

3. After the suppliers is selected click the green + icon, search for the required products, input a quantity for each mandatory item and then select add item

   If the start date has yet to be reached, the allocation state will show as Pending

4. Click Save

Additional Information

When the start date is reached, the allocation will moved into an Active state. The products will begin to be allocated to outlets the next time that they place an order with that supplier.

Allocated products are added at the point that the order is created, when items have been added to the basket. Allocated lines are indicated in the basket page by the label Includes Allocation and the quantity of products included.

Order lines containing allocations can still be edited, but the quantity cannot be changed to be fewer than the allocation. In addition, allocated lines cannot be deleted from an order.

Once the end date of the allocation is reached, the Allocation state will change to Completed.