Note: The Track on Order feature must be enabled for the Pre-Sale Allocation feature to work. Please contact help@vinosmith.com for instructions on enabling the On Order feature.
Pre-Sale Allocations are created against a product's On Order inventory. These Allocations are not "live" and are not treated as normal Allocations; you cannot order against them. The Pre-Sale Allocations will deduct from the On Order quantity and will not make the On Hand/Available value negative.
Pre-Sale Allocations are created the same as a regular Allocation. All Allocations start at a Product or an Account. From there, you can select a Pre-Sale or Live Allocation. On Order, On Pre-Sale, and Available to Pre-Sell are in a separate inventory box on that page for your reference.
An admin-level user must activate the Pre-Sale allocations after receiving the On Order inventory into the On Hand inventory bucket. This activation converts the Pre-Sale allocations directly to "live" Allocations/On Hold. Please note that this action is manual and required to convert the Pre-Sale Allocations.
To Activate the Pre-Sale Allocations
Navigate to the Accounts tab
On the left-hand side, click View under the Allocation
Select the Pre-Sales tab. On this page, you will be offered checkboxes next to all Pre-Sales.
Select the Allocations to Activate and click the blue Activate Selected Allocations button at the bottom of the page.
Batch import Allocations from the Accounts tab (Admin Only):
Navigate to the Accounts tab
In the Allocations section, click View
Click the Import link
Download the Excel template
Refer to the Import screen for requirements and formatting
Fill in the information
For Sales Rep allocations (e.g., no Account), put the special value 'sales-rep' in the cell.)
The warehouse code is the code assigned to the warehouse
Import back into Vinosmith