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Allocation Builder: Allocation Wish List

Overview of allocation wish lists in eWinery, including instructions on setting up a wish list and fulfilling a customer's wish list.

Allocation Wish List

Allocation Wish Lists allow customers to request more bottles than originally allowed in their allocation.

  1. Set your Allocation to ?Allow Members to request more items than they are allocated? by checking the box next to this option in the products tab.

    NOTE: Allowing additional allocation requests is specific to each product within the allocation. If you wish to allow additional allocation requests on all products featured in the allocation you will need to click this box on every product. Hit SAVE after making this change to each product.

  2. Members will now have the option to request additional bottles from this allocation from the ?My Allocations? section of their online account.

Fulfilling Wish List Requests

To access the list of members that have requested additional bottles from an allocation run the Allocation Wish List Report.
  1. From the Admin Panel, go to REPORTS > Allocations > Allocation Wish Lists
  2. Using the Filter that appears in the left navigation pane, select the allocation (or all allocations) you would like to see the wish list for and click ?Search?.
  3. Report will automatically export to Excel, you will have the option of saving the file or opening immediately.
  4. File will show the following fields in Excel:
    Allocation, First Name, Last Name, E-Mail, Product KU, Quantity, Date Requested