> For the complete documentation index, see [llms.txt](https://docs.yoplanning.support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-parametrage/tarifs-gestion-et-parametrage/module-marketing-dans-yoplanning/gestion-des-allotements-module-marketing.md). # Allotment Management – ​​Marketing Module #### What is the purpose of this feature? Allotment management allows you to **limit the number of available slots for a given reseller** over a defined period. It's a useful sales management tool for strategically allocating your inventory between direct sales and resale. > This feature is only accessible if you have activated the **marketing module** via Yoplanning support. *** #### How do I access the feature? 1. Log in to Yoplanning.pro. 2. In the left menu, go to **Administration > Configuration**. 3. In the **Booking Module** section, open **Marketing Rules**. 4. Click on **Add a rule**. 5. Choose the type **Resale Stock**. *** #### Configuration steps **1. General Information** * **Name**: Give your rule an explicit name (e.g., "Club Med reseller limit – winter 2025"). * **Type**: Select "Resale Stock". * **Dates**: period during which the rule applies. These are **reservation** dates, not session dates. **2. Relevant Reseller** * **Reseller**: Choose a reseller previously created in your team. **3. Change in Inventory** * **Resale stock**: define the percentage of total capacity that the reseller will be able to see and sell. > **Example:** `-50%` on a session of 10 places → the reseller only sees 5 places available. **4. Targeting (Sessions & Products)** * **Session tag** *(optional)*: target specific periods via a tag (e.g., "high season"). * **Product** *(optional)*: select a specific product. * **Product tag** *(optional)*: apply the rule to an entire product family (e.g., "Group ski lessons"). > ⚠️ If you combine a session tag **and** a product, the rule applies **only** to sessions of the product in question that carry this tag. *** **5. Filling Conditions**\*\*\*(optional — advanced feature)\*\*\* This section allows you to **automatically enable or disable the rule based on the session's fill rate**. It is optional: if you don't need it, leave these fields empty. There are two typical use cases, and depending on your objective, you will use **only one of the two fields**. *** **Case 1 — You want to open all remaining places when the session is not filling up properly** \*Objective: to increase occupancy during the off-season, or for sessions with low sales. When a session is approaching saturation from the bottom (there are still many places left), you want the reseller to be able to access **all available places** to help you sell. → Use the field **"Remaining seats — minimum (%)"** This field defines the threshold **below which the rule no longer applies**. In other words: when there are too many places left (session not full), the restriction is lifted. > **Concrete example:** You have a session with 10 places. You enter `80%` in the "minimum" field. As long as **more than 80% of the places** remain (i.e., more than 8 places available), the rule applies normally: the reseller only sees part of the available space. As soon as the session is more than 20% full (**fewer than 8 places** remain), the rule is deactivated: the reseller sees all the remaining places. > > *In practice: you've sold 2 tickets, the reseller only sees part of it. You've sold 3 tickets — the threshold has been crossed — the reseller sees everything that remains.* *** **Case 2 — You want to reserve the last few seats for your own customers** *Objective: to protect your stock during peak season, or during your most popular sessions.* When a session is almost full, you no longer want the reseller to be able to sell the last few places — you prefer to keep them for your direct sale. → Use the field **"Remaining seats — maximum (%)"** This field defines the threshold **above which the rule no longer applies**. In other words: when there are almost no spaces left, access to the reseller is closed. > **Concrete example:** You have a session with 10 places. You enter `20%` in the "maximum" field. As long as **more than 20% of the places** remain (i.e., more than 2 places available), the rule applies normally. As soon as **only 2 places or fewer** remain, the rule is deactivated: the reseller no longer sees any availability. > > *In practice: you have sold 8 tickets — the limit has been reached — the reseller can no longer sell the last 2 tickets.* *** **Summary of the two fields** | Field | What he does | Typical use case | | ---------------------------------- | ------------------------------------------------------------------------------- | ------------------------------------------------------------------- | | **Remaining places — minimum (%)** | Disable the rule when the session is not very full (too many places remaining). | Low season: open all seats to maximize occupancy | | **Remaining places — maximum (%)** | Disable the rule when the session is almost full (few spaces remaining). | High season: reserve the last remaining places through direct sales | > 💡 In the vast majority of cases, you only use **one** of the two fields at a time. Use both only if you want a specific activation window (e.g., the rule only applies when the fill rate is between 20% and 80%). *** #### Usage tips * Use **session tags** to manage seasonality (high season, low season, school holidays…). * If you are a beginner, **leave the "fill" fields empty**: the rule will apply uniformly over the entire duration of the session. * Create a separate rule for each strategic reseller. *** #### Common problems and solutions | Issue | Solution | | --------------------------------------------- | ---------------------------------------------------------------------------------------------------------- | | The reseller sees the full capacity | Check that the rule is active and that the conditions (dates, product, tag) are met. | | The rule does not apply | Check the "places remaining" fields: an incorrectly configured threshold can permanently disable the rule. | | The rule does not target the correct sessions | Check the session and product tags. | *** To activate the marketing module, contact . --- # Agent Instructions This documentation is published with GitBook. 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