Allocations with Locations

Roles Required

Admin role - Full access

Superuser - Reduced access - Cannot delete and download

Allocation by Locations

How to set up the branch Allocation 

This is done in allocation only

How to amend the branch Allocation 

This is done in the allocation only

How to create a allocation using this data 

User can allocate an individual branch or the entire estate

        To allocate an item per branches, follow these steps:

         1. Access the campaign.

         2. Select the item you want to allocate.

         3. Click on the three dots located on the right side.

         4. From the dropdown menu, choose "Allocation." 

         5. Click on the "Allocation 1" field.

         6. In the "Allocated by" dropdown, select "branch."

         7. Choose the desired branch for allocation from the branch field.

 Tip: You can select more than one branch to Allocate.