Create / Edit an Allocation Order in the POS
An order can be created or edited in the POS, and assigned into an allocation event.
This is an option if a customer is purchasing additional products that are not available in the allocation event, if you need to exceed the allocated quantities, if an alternative ship or pickup method is required that is not available in the path-to-purchase, or you have a "running" allocation event and want to process orders one by one.
Note: Another way to place an allocation order for a customer is to use the Allocation auto-login link from the ACP Customer Card, which will directly log you into the personal allocation store. This allows you to guide the customer through their own store experience step-by-step, or complete the order for them, while automatically linking the order to the corresponding tier and event. For more information, get instructions in this article.
Create an Allocation Event Order in the POS
Search for the customer in the POS, or link to the POS from the Admin Panel (ACP).
- Select the products and quantities as with any POS order
- Select the Sales Channel Allocation.
- Enter the Allocation Tier to which the customer is assigned.
Select the corresponding active Allocation Event.
Note: Steps 3 - 5 must be done in that order. Double check those setting are complete before saving or processing the order ofr payment.
- Add wish requests to the QtyR field(s).
You can grant the wish request here (see below), or save the order and grant using the Wish Grant Utility with other allocation orders for the same event.
Edit or Wish Grant an Allocation order in the POS
- Open the unpaid allocation order in the POS. Note the columns QTY / QtyR / QtyG / QtyF.
Click in the space just to the right of the QtyG box on the line item. It will open a Grant Allocation Wish box in which you can grant the wish request.
A new line item, and update the original line item with QtyG and QtyF.
- The order can now be processed for payment.
