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.