Introduction to Allocating Items in Campaigns

The allocation step enables you to assign quantities to items in accordance with predefined rules, which are linked to the selected allocation method."

Roles Required

Admin role - Full access

Superuser - Reduced access - Cannot delete and download

Different Ways to Allocate Items in a Campaign

1. Assets

• Assets are assigned to locations within the Admin section with a set quantity amount.

• Elements can be assigned to assets.

• Elements can hold a specific quantity amount.

2. Features

• Quantities are assigned during the allocation stage when building a campaign.

• When applied to an asset, a feature becomes a sub-attribute.

3. Locations

• Quantities are assigned directly at the allocation stage when building a campaign.

4. Location Lists

• Quantities are assigned to Location Lists at the admin level.

Other Allocation Factors

1. Category (Groups)

• Assigning large data sets of assets and features into categories (groups) helps identify the correct group of assets and features.

2. Elements (Specifications)

• Elements have a default quantity of 1 unless changed.

• Elements can be added to an asset to refine an allocation.

• Elements assist in reducing allocation errors.

3. Add/Exclude Rules

• You can apply add/exclude rules to Asset, Priority, or Feature allocations:

  • Add Rule: Adds only the locations that appear on the list.

  • Exclude Rule: Excludes only the locations that appear on the list.

Creating an Allocation

To create an allocation, follow these steps:

1. Locate the item you want to allocate.

2. Select the three dots next to the item.

3. Choose "Allocation" from the menu.