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What is Allocation?

Allocation is the assignment of a promotion to any store by specifying its validity details. 

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nameAllocation of Promotion.mp4
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What is the need of allocating a promotion?

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A view of the entire allocation page - 

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titlePrerequisites
  1. The users' role must have access to the Allocate app operation in the Allocation feature in Admin - Security - User - Role through Retail Management - Promotion - Manage to Allocate entries.
  2. The users' role must have access to the De-allocate app operation in the Allocation feature in Admin - Security - User - Role through Retail Management - Promotion - Manage to De-allocate entries.
  3. The users' role must have access to the Edit Timeframe app operation in the Allocation feature in Admin - Security - User - Role through Retail Management - Promotion - Manage to Edit Timeframe entries.
  4. The users' role must have access to the Edit Priority app operation in the Allocation feature in Admin - Security - User - Role through Retail Management - Promotion - Manage to Edit Priority entries.
  5. The users' role must have access to the Approve app operation in the Allocation feature in Admin - Security - User - Role through Retail Management - Promotion - Manage to Approve entries.
  6. The users' role must have access to the Closure app operation in the Allocation feature in Admin - Security - User - Role through Retail Management - Promotion - Manage to Closure entries.
  7. The users' role must have access to the Block for Sync app operation in the Allocation feature in Admin - Security - User - Role through Retail Management - Promotion - Manage to Block for Sync entries.
  8. The users' role must have access to the Unblock for Sync app operation in the Allocation feature in Admin - Security - User - Role through Retail Management - Promotion - Manage to Unblock for Sync entries.
  9. Promotions must be already defined.
  10. Valid managed sites must exist.


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titleHow Allocation works in Ginesys?

Only the Head Office can allocate promotion to other stores through Promo Allocation module.

By clicking on the Allocate button, multiple promotions can be allocated to multiple sites simultaneously. The following picture shows that now time-frames can be assigned (1), allocations auto approved (2), one set of allocation done and form left open for further allocations(3) and allocation done and form closed (4).

 

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