Allocations

Allocation Approval Notification Settings

Allocations - Automatic Expiration (Admin Only)

As an Administrator, you can elect to have allocations expire automatically. When an Allocation expires, the held inventory is restocked, and the allocation is expired.

Create an Allocation by Rep, Account, or Corporate Group

You can assign an allocation to a rep, an account, or a corporate group. The three allocation functions are "companions" in that they work together. The account level allocation is the 'dominant' one.

Allocation Quantity and Default Price populate new orders.

Auto-Approve Rep Allocations

Allocations controlled by sales reps

Pre-Sale Allocations

Pre-Sale allocations allow your team to manage On Order/PO inventory and create place-holder allocations. When the inventory arrives, these pre-sale allocations can easily be converted to live allocations.

Editing or Deleting an Allocation

Bill & Holds

Batch Update Approved Allocations

How to Export Allocations

You can see allocations (including pricing) in Vinosmith in several ways.

Allocations and Inventory

Allocations: How do they work?