Update customer allocation

Update customer allocation

Notes:

• You can only edit an active customer allocation.
• You can only edit customer allocations with active allocation groups.

To update a customer allocation, follow these steps:

1. Select “Edit Record” from the Actions menu or view the customer allocation then click the Edit button, the following window appears:

You cannot change the customer code. You can add more allocation groups, or delete any of them by emptying the “Quantity” field and clicking next to the allocation group.

2. Update the allocation groups,
3. Click Save.