Allocation Timeline Checklist

Whether you need a refresher or about to process your first Allocation Offering in REthink, listed below is a timeline checklist with items you will need to complete.

Processing Emails:
Timeline: 2 Weeks Before Allocation Processing

• Email Templates Formatted (Intro 1, Offering Season Opens, Closing Reminder, Thank You / Wishlist)
• Send Pre-Processing Email (Intro 1)

Offering Season Setup:
Timeline: 2 Weeks Before Allocation Season Opens

• Fulfillment House Notified (If Required)
• Update product Descriptions, Configure Product SKU’s & Quantity
• Add Verbiage to Allocation Order Screens using Allocation Content Wizard
• Activate Shipping carriers / methods, activate state inclusion and verify it matches ship to states
• Set up Volume Based Compliance Rules (if needed)
• Setup Discounts (if needed)
• Configure Auto-Response Emails
• Setup Offering Season / Customer Tiers
• Add Customers and Products to Tiers

Offering Season Opens:
Timeline: Day of Allocation Season Begins

• Send Offering Season Open Email

Post Allocation Processing 1:
Timeline: 1 Week After Allocation Season Opens

• Add New Signups to Tiers
• Send Offering Season Open Email To Newcomers
• Settle Pending Orders

Post Allocation Processing 2:
Timeline: 2 Weeks After Allocation Season Opens

• Add New Signups to Tiers
• Send Offering Season Open Email To Newcomers
• Settle Pending Orders

Post Allocation Processing 3:
Timeline: 1 Week Before Offering Season Ends

• Add New Signups to Tiers
• Send Offering Season Ending Email
• Settle Pending Orders

Post Allocation Processing 4:
Timeline: End Of Offering Season

• Send Thank You Email
• Process Additional Grant Requests
• Settle Pending Orders
• Run Final Summary Report

We are currently hosting our next Allocation Training session on Thursday, January 15th at 10am. Send an email to training@inertiabev.com to signup for the class.
To view our 2009 Training Schedule, visit the following location: Client Trainings