To View Allocations On Screen:
- Click on Accounts tab
- On the left navigation, click on View under Allocations.
How to Export (with Pricing):
- Click on Accounts tab
- From the left navigation, under Allocations, click on View
- From the left navigation, click on Export
- If you'd like to add pricing (and/or specific pricing), include the Price Label. Otherwise, the price will come up as "Default Price."
Run a Report
- RC11 is a schedulable report
- It can also be run for specific wines and/or accounts tied to allocations.