Allocation

This feature allows you to add, delete or swap fixtures within a range of dates.

Create Fixture Allocations

Click on a desired fixture in library.
Click on the Allocate button (located on the top right).
Select one of the options (check the radio button): Add, Update, Remove or Replace.
Use Add Fixture if you want to add a new fixture to a specific zone on the floor plan.
Use Remove Fixtures to remove a fixture from a specific zone on a floor plan.
Use Update Fixtures if you want to update fixture dates.
Use Replace Fixtures if you want to replace fixture with another.
Enter the launch and expiry dates. If you do not enter a launch or expiry date, the system will automatically select the default dates. The default launch date is always the current date. The default expiry date is set for December 31, 2035.
When Update (Fixture) is selected, there are two opportunities for you to changes the dates. The first set of dates is used to select fixtures created after a certain time or expired before a certain time. The second set of dates shows the new active date and expiry date for the fixture. To change the dates, you can use the dropdown menus or click on the forward or backward arrows to the earliest or last date available. Clicking on the square will always select the current date.
The next section allows you to select the zone the fixture will belong to. A zone must be selected for the allocation to work.
Provide a list of stores in a custom allocation or select from the dropdown menus and check boxes for the channel outlets that will receive the fixture allocation.
Click on Save to save but not execute changes.
Click on Test to see how many accounts the fixture allocation will go to.
Click on Execute to implement the fixture allocation.
Save and Test will not deploy any fixtures to the floor plans.

Editing Fixture Allocations

Click on the Fixtures then Allocation sub-tab.
The Allocation tab displays a table of all the fixture allocations created to date.
Click on Fixture Allocation Title to view, edit or re-push the allocation.
Click on the info link in the far right column to view a list of stores. The info link will only display a list of stores with the new fixture if the fixture allocation is executed.
Click on each of the locations to view a list of the stores’ fixtures. Right-click on the links to open the link in a new tab or window. This will preserve the list of stores so that you can review more than one store at the same time.
Click on Save to submit changes.