Manage Allocations
- 04 May 2023
- 1 Minute to read
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Manage Allocations
- Updated on 04 May 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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The Allocations section allows you to view any Allocations in which a contact is registered. You can view a connection's allocated minimum and maximum quantities, the number of wines purchased for the Allocation, and any additional requests submitted. You can also create or modify a Custom Grant for a customer in an Allocation. For more information regarding the Allocations feature on the WineDirect platform, please visit the Allocations documentation. To enable the Allocations feature, please get in touch with the WineDirect Support team.
Review Allocation
You can quickly see what allocations this contact belongs to and what they have purchased from their Allocation. You can also edit their Allocation by giving them a custom grant.
Below is a list of the properties that are editable for a customer's Allocation:
| Allocation Date/Active | Lists the name of the Allocation. Below, it records the start date, then the end date of the Allocation. |
|---|---|
| Product SKU | Lists the name of the product. Below, it details the SKU of the product. |
| Min | Lists the minimum quantity of the product that can be purchased for this contact. |
| Max | Lists the maximum quantity of the product that can be purchased for this contact. |
| Purchased | Lists the quantity purchased of the product by this contact. |
| Requested | Lists the quantity of the product that this contact has wished for. |
Edit Custom Grant
By clicking the Edit Custom Grant button, you can provide a custom minimum and maximum for a contact for any of the products in the Allocation.
Below is a list of the properties that are editable for a customer's Allocated Custom Grant:
| Name | Lists the name of the contact (Billing Last Name, Billing First Name). |
|---|---|
| Product SKU | Lists the name of the product. Below, it details the SKU of the product. |
| Min | Lists the minimum quantity of the product that can be purchased for this contact. |
| Max | Lists the maximum quantity of the product that can be purchased for this contact. |
| Default Qty. | The Default is the amount of wine that appears to be already chosen for them when they look at their release options online. The contact may change this at the time of purchase. |
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