Customer Allocation Group
- Megan Stanage (Unlicensed)
Owned by Megan Stanage (Unlicensed)
Jan 24, 2023
1 min read
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Global order promising > Setup > Pre-Allocations > Customer allocation group
The Customer allocation group form allows you to create and edit customer allocation groups to use when setting up customer item pre-allocations.
Create a group and then add customers to that group in the Customer allocation group line section.
When setting up a pre-allocation, you can then select this group to include all specified customers in the pre-allocation.
Header Section
| FIELD | DESCRIPTION |
|---|---|
| Customer allocation group ID | Unique identifier for the customer allocation group. |
| Description | Description of the customer allocation group. |
Customer Allocation Group Line Section
| FIELD | DESCRIPTION |
|---|---|
| Customer account | Customer account |
| Name | Customer name. |