Assign Reps to an Inventory Allocation

Assigning one or more sales reps to an inventory allocation means that the Inventory Allocation will only be available to the assigned sales reps. If no sales reps are assigned,  the inventory allocation will be available to all reps.  


Assign reps to an inventory allocation

  1. Go to the Offers menu in the Sales sidebar and click Inventory Allocations.
  2. Click the search icon and type the name of the inventory allocation.                                                 search.png
  3. Click the inventory allocation's 3 dot menu and select Assign Reps.                                        assign_reps.pngClick the Choose Sales Reps drop-down.            Assign_reps_to_ia.png                             
    To remove Sales Reps that are already assigned to the inventory allocation, click the x next to their name.
  4. Select the Sales Reps to assign to the inventory allocation.Reps_checkbox.png
  5. Click Confirm