Allocation Bulk Modify Tiers

A unique group of customers is assigned into an Allocation Tier.  Each tier is linked to an allocation event, and controls the levels of products and quantities offered.  A customer can only belong to one tier at a time. 

Permission Required:  To access all Allocation settings, your user account must be enabled with the permission for Allocation to access the sub-menu options. Contact your eCellar User Manager for assistance. 

To Bulk Modify an Allocation Tier

Click on the Allocation Tier Current Subscriber Count
Bulk Modify the results

- From Select Action, choose Bulk

NOTE: The Function will automatically match the (enterprise) context 

To Change the context:
1)  Choose the alternate context from the pull down menu
2)  Choose Search > Customer > View
This will repopulate the search results, then choose Bulk Modify to see the screen below

-  A note is required: We recommend a brief description and date with the initials or name of the user
i.e.: Fall allocation update_09-01-2019. (AP)

-  In this instance, we are moving 20 customers from the Allocation Tier 16F2G 1 to 16F2G 2

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