Allocations
MANAGE SCARCITY, SALES TARGETS & PREMIUM PRICING…
One of the most effective ways our Winery Pro users sell their wine! You can place selected Customers, Distributors, Brokers, Wine Media or Sales Reps on the wine allocation lists. Their allocation is relieved and updated when you sell through any of our invoicing modules OR you can create and manage general sales channels to sell against without attaching any individual.
Once the allocation list has been built - sales made to an individual you have added to the allocation list for a particular product are relieved via invoicing. When the allocation reaches target it will be automatically closed. Allocation list members may be quickly copied from an existing allocation to a new one.
***A BIG PLUS*** - Allocated products being invoiced are visually flagged when they are being sold. If you try to oversell Winery Pro let’s you know what the remaining allocated balance is for that customer so YOU decide whether to oversell or not!
Here’s What You Can Do…
> Create allocation records for any product
> Budget amounts of allocated products by sales channel or individual basis
> Export allocation lists for use with spreadsheets and word processors
> Sell against individual or overall Sales Channel allocations
> Email allocation list individuals
> Copy existing allocation lists for new vintages to new allocations
> Audit invoices that relieved the allocation
> View current allocation balances by individual or sales channel
Detailed Features…
* Rapid add individuals to the allocation list
* Place selected individuals on the Allocation Wait List
* Mass update allocation maximums for selected individuals
* Relieve allocation balances via Back Office, Point of Sale or Wine Club invoicing
* View who created the allocation and who last edited it
CLICK IMAGES TO VIEW




