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Allocation Builder in vinSUITE: Add an Allocation Step 3

Step-by-step instructions on how to add an allocation in vinSUITE

Allocation Orders (Step 3)

1. Members

  • Members section expands to show members with orders
    • Actions column: the edit pencil icon will open the member's profile
    • Actions column: the wrench icon will open to the member's Allocation tab so that the member's allocation can be customized
  • Members section expands to show members without orders
    • Actions column: the edit pencil icon will open the member's profile
    • Actions column: the plus sign icon will open the OMS to create an Allocation order for this member

2. Orders

  • Allocation orders display in the Orders section on Step 3
    • Action column: the edit pencil icon will open the order in the OMS section for editing and processing
    • Action column: the magnifying glass icon will open the order for viewing
    • Action column: the gears icon will process the order