How To - 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 timeframe, for a specific supplier.

The below documents how to create an allocation.

1. Navigate to Admin Functions and select Manage Allocations









2. Click Create Allocation.









3. You will need to give the Allocation a Name, Assign the Outlets, select a Start and End Date and select a Supplier








4. Once you have selected the Supplier select the green + icon.








5. Search for the required products, input a Quantity for each mandatory item and then select Add Item.









6. Once all required fields have been completed, select Save.









7. We have visibility of all created Allocations. If the start date has not been reached, the Allocation will show in a Pending status, and once the start date is reached the Allocation will show as Active.









8. Allocations are added at the point the order is created and items are added to the basket.

9. Allocated lines are indicated by the label Allocation and cannot be deleted from the order; however, the quantity can be increased if more than the allocation is required.