Edit an Inventory Allocation Name and Period

An Inventory Allocation that is not being used in any active offers can be edited at any time.  An inventory allocation being used in one or more active offers will be locked and cannot be edited until the active offers have been placed on hold and the inventory allocation has been unlocked. 

 

Edit an inventory allocation 

  1. Go to the Offers menu in the Sales sidebar and click Inventory Allocations.
  2. Click the Search icon and type the name of the inventory allocation to edit.
  3. Click the inventory allocation's Bamboo ID.
    • You will be taken to the Inventory Allocation page to edit the inventory allocation.

 

Edit the inventory allocation name

  1. Click the inventory allocation name Pencil icon.                                                                    edit_ia_name.png
  2. Type the inventory allocation name.
  3. Click the Checkmark icon to save the new inventory allocation name.            ia_name_save.png

 

Edit the inventory allocation period

  1. Click the inventory period's pencil icon.editing_ia_date_range.png
  2. Select the new inventory allocation period.
  3. Click the Checkmark icon to save the new period.check_mark.png