Auto Allocation via POS Code Naming and Location Lists

This method allows campaign items to be automatically allocated to specific stores by matching the item’s POS Number to an existing Location List name.
 When the system detects an exact match during a bulk upload, it will automatically create the allocation rule for you—removing the need for manual allocation setup.

Admin: Full Access

Super User: Full Access

Basic User: View Only

Prerequisites

Before using auto allocation, ensure the following are in place:

• A Location List has been created with a unique and clearly defined name
   (e.g. “District 1234”)

• You are using the Items & Briefs bulk upload template

Prepare the Bulk Upload File

To trigger auto-allocation, the spreadsheet must be formatted correctly.

1. Navigate to Campaign Builder and open your campaign.

2. Select the Items tab.

3. Click More actions > Download template briefs and elements.
   
   

Required fields needed on spreadsheet for bulk uploading:

• Item Name
   Enter the campaign item name.

• POS Number
   Enter the exact Location List name you want to target
   (e.g. “District 1234”)
  
  

• Product Code
   Enter the code of the existing Element to be linked to the item.
  
  

The POS Number must exactly match the Location List name for auto-allocation to work.

Upload and Map the Data

1. In the Items tab, select More actions > Upload items and briefs.

2. Drag and drop your completed spreadsheet or click Browse files.

3. On the Map Columns screen, confirm the following mappings:

   • POS Number (System Field) → Location List name column

   • Element (System Field) → Product Code column

4. Select Submit to begin the import.
   
   

Verify Auto-Allocations

Once the upload is complete, the system will automatically apply allocations.

1. Return to the Items tab.

2. Review the Allocations column:

   • A green indicator will appear showing an active allocation rule.

3. Check the Quantity column:

   • The total will reflect the number of locations in the matched Location List.

4. To confirm details:

   • Open the item’s three-dot action menu

   • Select Edit allocation rule

   • Verify the Location List is applied as the Primary Rule