Allocations

Create an Allocation:

1. Go to Allocations > Manage
2. Click "Create New" at the top right corner
3. Follow the steps in the Allocation builder including: Add Name, Select Fulfillment Method, add your products and discount (if applicable) 
4. Select the group of customers that should be billed.  If you are billing members of specific club choose Use Template/Plan Members or if you are billing a custom group select Submatic Customer.  Learn more about creating Submatic Customer Groups here.
5. On the final page you will see a summary of the Group Billing Job.  Please verify that the information is accurate.
6. If you would like to bill the group immediately check the "Process Charges Now" box, or to schedule charges for a future date add a date within the "Process Charges On" field.
7. Optionally allow customers to customize their orders.  Refer to "Allowing Customization" below to learn more.
8. Click "Submit"
9. You will see a confirmation once you submit and the Allocation will be processed in the  background.

Allowing Customization

When you create an Allocation you have the option to allow customers to customize their orders.  If you allow customization additional options will appear that define the rules for customizing orders.  Additional fields for customization are:

• Cut Off Date for Custom Selections: The date by which customers must make their custom selections.  If a customer does not make any custom selections they will receive the default selections.
• Customers May Select: When a customer makes their customer selections they will be presented with product options.  The products that appear are defined by you.  The options that you have are
  • All Eligible Products: Any product listed in your Submatic account that has a defined price (variable price items are excluded).
  • All "Shoppable" Products: Any product in your Submatic account that has been set as "Shoppable".  The Shoppable setting is defined on a product level and can be managed on the product detail page.
  • From an Item Set: Products that are included in a custom item set
• Allow Customers to Skip: If you select "Yes" customers will have an option to Skip the order
• Set Min/Max: Optionally set a minimum or maximum order.  The min/max can be set based on number of units or dollar amount. 
• Set Item Specific Rules: Make specific products required or set a maximum quantity for a given product.
• Set Volume Discount: Add a product or dollar minimum threshold that will trigger an additional discount.  The discount will appear automatically for customers.
• Customer Message Sent Now: A message that is sent when the allocation is initially submitted.  This includes information about the order and a magic link that a customer can click to land on the customization page. 
• Customer Message Sent on Billing Date: A message that is sent to the customer on the date that the allocation charges process.

What Customers see when you build an Allocation:

Allocation Management and Reporting:

Add a Customer to an Existing Group Billing Job

You may add a customer to an existing group billing job, as long as that customer is not already included in the group billing job.  To do this:

• Go to Group Billing > Group Billing Jobs
• Locate the relevant Group Billing Job, click on the customer icon
• Scroll, search, or use the filters to locate the customer that should be added.  Click "Add This Customer"
•  A window will appear that shows a billing summary.  Confirm the details.  If the group billing job has already processed, the customer will be billed immediately.  If the group billing job is scheduled for a future billing date, the customer will be scheduled to be billed on that date (a new Pending Order will appear for the customer in this case).
• Click "Confirm"
• The new order will be processed within a short period of time.  Once it is processed you will see a new Invoice (if the customer has been billed) or Pending Order (if the billing is scheduled for a future date) in your account.