Allocations Tab - Debtor Allocations
This screen enables Allocation Split Codes to be attached to this agent. When this is set, Tourplan will take inventory from these allocations when processing bookings for this agent. Multiple allocation codes can be attached to agents, and the order in which these are attached determines the order in which Tourplan will take inventory from the allocation.
NOTE: If no allocation is defined here then the agent will not be able to take from inventory.
About the Allocations tab fields
Available Allocations Section
A list of the allocation split codes setup in the Code Setup application.
Agent Allocations Section
Select which available allocation split codes apply to this agent using the buttons to the left of this panel.
In the example above, the first allocation split is one that the agent is assigned to use. If no allocation is available in this split, then the GENERAL Allocation will be used.
NOTE: Allocations can be added to the agent by highlighting them (individually) and clicking the button. To return an allocation to the Available Allocations list, use the
button.
The order of the allocations in the list is the order they will be used. The order can be changed by highlighting the allocation to be re-ordered and then clicking the or
arrows in the centre of the screen.
If only one allocation code is set up covering all supplier allocations, e.g. GENERAL, it is easier to attach it to all agents than to have to change selection/search criteria in a booking to make the allocation available.