Add customer allocation

Add customer allocation

To add a new customer allocation, follow these steps:

  1. Click , the following window appears:

In the “Customer” field, the list of customer numbers linked to the selected catalog is displayed,

  1. Select the customer number you want,
  2. Click “Allocation Group Name 1”, the list of allocation groups defined for this catalog is displayed as shown in the below example:
  1. Select the allocation group you want,
  2. Enter the minimum and/or maximum quantities, new allocation group and quantity fields are added to the window, as shown below:
  1. Repeat the above steps to add the allocation groups you want,
  2. Click Save to add the customer allocation and close the window or Save and New to add it and open a new window.

The customer allocation is added to the list.