Customer Success Portal
            Knowledge Base Truvi Commerce Customers Allocation

            Allocation Tiers

            Setting up your allocation tiers
            • Select Customer from the left side menu
            • Select the Allocation option (please note if this option is not available to you, contact
            • Click the drop down to the right of the allocation season you would like to add a tier to and select View Allocation
            • Click the Add New Tier button at the top right 
            • Populate the fields below to create your allocation tier
            Name - Name your allocation 
            Wish List Limit - Enter the total bottles 
            Group ID - From the drop down you can associate a customer group with the allocation tier
            Customer ID - To assign an individual customer to the allocation tier, type their name or customer ID into the field and select their record.
            • Click Create

            Updated: 09 Aug 2019 07:45 AM
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