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Allocation Group can be defined as the collection of Customer Benefit, Reports, Document Numbering Scheme etc that can be allocated together to a particular site. Allocation Group is created to avoid multiple sync for different allocation from HO to the store. This article describes how to manage Allocation Group in Ginesys HO.

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titleAdd Allocation Group

Prerequisites

  1. The users' role must have access to the Allocation Group feature by enabling Add app operation for the feature in Admin - Security - User - Role through Desktop POS Manager - Setup - Configure.

  2. The Benefits, Reports, Document Numbering Scheme etc you want to allocate, must be created in their respective master module.

Steps

  1. Go to Desktop POS Manager > Setup > Configure > Allocation Group.

  2. Master Allocation module will open.

  3. Click on Add button.

  4. Master Allocation window will open.


  5. You will get various tabs - Main, Discount Allocation, Document Numbering Schemes Allocation, Analytic Report Layout, Report Layout and Report Header Footer.
    1. Main: Put in the Name (Mandatory Field) and Description of the allocation.


    2. Discount Allocation: In this tab you can allocate many types of Discount.

      1. Select the discount you want to allocate in the Available Discount section.
      2. Click on the Right Arrow to shift the selected discount to the Allocated Discount section.

    3. Document Numbering Schemes Allocation: In this tab you can allocate one or more than one Document Numbering Scheme.

      1. Select the Document Numbering Scheme you want to allocate in the Available Document Numbering Scheme section.

        Note

        Note: Document Numbering Scheme allocation is not mandatory for saving the Master Allocation. But without Document Numbering Scheme allocation you cannot tag site to the Allocation Group.


      2. Click on the Right Arrow to shift the selected discount to the Allocated Document Numbering Scheme section.

    4. Analytic Report Layout: In this tab you can allocate many types of Analytic Report Layout.

      1. Select the Analytic Report Layout you want to allocate in the Available Analytic Report Layout section.
      2. Click on the Right Arrow to shift the selected discount to the Allocated Analytic Report Layout section.

    5. Report Layout: In this tab you can allocate many types of Report Layout.

        1. Select the Report Layout you want to allocate in the Available Report Layout section.
        2. Click on the Right Arrow to shift the selected discount to the Allocated Report Layout section.

    6. Report Header Footer: In this tab you can allocate many types of Report Header Footer. You will find the report category like POS Bill, Gift Voucher, Deposit Bill etc.

      1. Select any one of the report category.
      2. You can Change the page orientation to Portrait or Landscape. 
      3. Select Header 1 / Header 2 / Footer 1/ Footer 2. (LOVs will be auto-populated)
      4. An edit window will open according to your selection.
      5. Create the required header or footer. You can change the format of the header / footer in the same editor window.
      6. Click on OK.
  6. Click on the Save & Close button to save the new allocation group. 

  7. Now Sync once from HO to POS to avail the elements of the allocation group. 

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Expand
titleEdit Allocation Group

Prerequisites

  1. The users' role must have access to the Allocation Group feature by enabling Modify app operation for the feature in Admin - Security - User - Role through Desktop POS Manager - Setup - Configure.

  2. The Benefits, Reports, Document Numbering Scheme etc you want to allocate, must be created in their respective master module.

Steps

  1. Go to Desktop POS Manager > Setup > Configure > Allocation Group.

  2. Master Allocation module will open providing the list view of Allocation Group.

  3. Double Click on an allocation group you want to edit. 

    Tip

    No Edit button is available in the Action menu.


  4. Master Allocation window will open.

  5. All the data will be populated automatically in the proper field of all the tab.

  6. You may edit any of the fields of any tabs.

  7. Click on the Save & Click button. 

  8. You will get a message - "Record Saved Successfully"

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Expand
titleDelete Allocation Group

Prerequisites

  1. The users' role must have access to the Allocation Group feature by enabling Delete app operation for the feature in Admin - Security - User - Role through Desktop POS Manager - Setup - Configure.

  2. The Benefits, Reports, Document Numbering Scheme etc you want to allocate, must be created in their respective master module.

Steps

  1. Go to Desktop POS Manager> Setup > Configure > Allocation Group.

  2. Master Allocation module will open providing the list view of Allocation Group.

  3. List of Allocation Groups will open.

  4. Select one allocation group you want to delete.

  5. Go to Action > Delete.

  6. You will get a message - "Do you want to delete the selected allocation?"

  7. If you click on Yes, the selected allocation group will be deleted.

  8. You will get a message - "Record Deleted Successfully".


    Warning

    If the Allocation Group is attached with any site, you cannot delete that allocation group and you will get a message - "This allocation cannot be deleted. It is attached with one or more sites".


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Info

After the allocation group is created, it must be tagged to a site.

To go back to the main page click on the link: How To: Manage Setup in Ginesys Retail