How To Use Resource Management (Allocation)Follow
The default behaviour of resource allocation is to automatically fill the first resource in a session until there are no spots available, then fill the next resource. Resource management allows you to manually allocate resources to specific bookings.
Resource management (allocation) requirements
- Must have resources
- Must have resources assigned to calendar sessions
Resource management (allocation) does not support the following:
- Shuttle type products
- Rental type products
- Any date product scheduling options
- Limited per price scheduling options
Manually allocate quantities
The default behaviour of resources, is to automatically fill the first resource in a session until there are no spots available, then fill the next resource.
Within a Session:
Within an order:
In this example; I need to re-allocate this group of 25 to Large Bus resource.
Within an Order:
- Replace the automatic allocation with 0
- Manually re-allocate quantities to the desired resource.
- The allocation status will update as you allocate quantities to resources.
- Green: All quantities have been allocated.
- Red: Quantities have been over or under allocated.
Lastly, save the order.
Note: The signifies the following:
- The allocated quantities have been assigned to a specific resource, and will not be removed or reduced even if the total quantities of the order reduce in number.
- Additionally: This does not mean that the resource itself is being locked at, or limited to, the allocated quantities.
Once the order is saved, all resources are updated.
Important: If no manual reallocation is done; The default automatic allocation will always apply i.e. The first resource will be allocated until 0 available, and then allocates to the next resource.
Viewing allocated resources in sessions
Within the session details page, you will find all the orders and their allocated resources.
How to view resource allocation on the manifest
Quick Navigation: Schedule > Manifest
- Click Filters
- Click Show Columns
- Scroll to the Product Columns section
- Tick Resource
- Make sure to Save Settings
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