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    How to create a Sales Allocation

    How to create a Sales Allocation

    Introduction to Sales Allocations

    The Sales Allocation screen allows you to select unallocated transactions for a customer account and allocate them, as long as the allocation balances to zero. This guide will show you how to create a sales allocation with step-by-step instructions, and a detailed video.

    Table of Contents

    • Introduction to Sales Allocations
    • Table of Contents
    • Steps on how to create a Sales Allocation
    • Video walkthrough on how to create a Sales Allocation

    Steps on how to create a Sales Allocation

    Video walkthrough on how to create a Sales Allocation

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