Home
Allocations
Allocation Quantity and Default Price populate new orders.

Allocation Quantity and Default Price populate new orders.

Updated on October 13, 2023

When viewing allocations filtered by a single account, we hardcode the new order form to populate with ALL REMAINING quantities on the allocation.

When starting a new order from the Wines Allocation page, the user can auto-fill the full allocation quantity on the new order form by selecting Full Allocation Quantity from the dropdown menu.

We will also take the default price of the wine and populate it to the order.

Create an Allocation by Rep, Account, or Corporate Group You can assign an allocation to a rep, an account, or a corporate group. The three allocation functions are "companions" in that they work together. The account level allocation is the 'dominant' one.

Thanks for your message!

Allocation Quantity and Default Price populate new orders.

Related articles