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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