Batch Update Approved Allocations

Batch editing approved allocations can be done by admin-level users only.  Live and Pre-sale allocations can be edited.

1. Navigate to the Accounts tab
2. In the Allocations section, click View
3. Click the Export down arrow and select Excel: Un-completed Only to download the allocations
4. Edit the Excel document as needed. Only the following fields are editable. 
   

   • Start Date

   • Expiration Date

   • Starting Quantity

   • Notes

5. To delete an allocation, add a column with the header Delete Me. Populate the column with delete me to delete the allocation.  Please note that deleting an allocation is a permanent action.
6. Notify Sales Rep? - For new allocations, if the value in this column is yes, a notification email is sent to the Sales Rep.

Please see the instructions and requirements on the Import Allocation from Excel page to upload the file.

1. Navigate to the Accounts tab
2. In the Allocations section, click View
3. Click Import from Excel on the left-hand navigation