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How to Export Allocations

Allocations

How to Export Allocations

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

Last updated on 29 Jun, 2026

To View Allocations On Screen:

  • Click on Accounts tab

  • On the left navigation, click on View under Allocations.

How to Export (with Pricing):

  • Click on Accounts tab

  • From the left navigation, under Allocations, click on View

  • From the left navigation, click on Export

  • If you'd like to add pricing (and/or specific pricing), include the Price Label. Otherwise, the price will come up as "Default Price."

Run a Report

  • RC11 is a schedulable report

  • It can also be run for specific products and/or accounts tied to allocations.

 

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