Allocating with Location Lists

Roles Required

Admin role - Full access

Superuser - Reduced access - Cannot delete and download

Location Lists 

How to create a allocation using this data 

Allocate a reusable branch list. Rather than having to click on each individual branch in the South West, and doing this each time you allocate to those branches, you can create a reusable branch list. These are created in the admin section (Admin>branch List)

 To allocate an item per branch list, 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 List"

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

8.You can amend the quantity that your branch list are getting, by writing the number in the QTY field

9.Click Create new allocation button.