# Allotment Management – ​​Marketing Module

### What is the feature used for?

Allocation management allows you to **limit the number of spaces available 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 to 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 **Add Rule**.
5. Choose the **Resale Inventory** type.

### Setup Steps

#### 1. General information

* **Name**: Give your rule a meaningful name (e.g., "Club Med limit").
* **Type**: Select "Resale Inventory".
* **Dates**: period during which the rules will apply (reservation dates, not session dates).

#### 2. Relevant Reseller

* **Reseller**: Choose a reseller previously created in your team.

#### 3. Stock variation

* **Resale Inventory**: Set a percentage of capacity that will be available to the reseller.
  * Example: `- 50%` means that out of a session of 10 seats, only 5 will be visible to this reseller.

#### 4. Targeting (Sessions & Products)

* **Session tag** (optional): allows you to target specific periods via a tag (e.g.: "high season").
* **Product** (optional): select a product concerned or if several used the product tag
* **Product tag**: you can apply the rule to a product family (e.g.: "Group ski lessons").

> ⚠️ If you use a session tag **and** a product, the rule applies **only** to sessions of the relevant product with the correct tag.

#### 5. Conditions on participants (optional)

* **Minimum remaining tickets (%)**: The rule only applies if the percentage of remaining seats is **greater than or equal to** this value.
* **Maximum remaining tickets (%)**: the rule only applies **up to** this threshold of remaining seats.

> Example: if "maximum remaining tickets" = 20%, the rule no longer applies as soon as less than 20% of the places are available. In other words, if I have 10 places in an activity, until there are 8 places left I apply the rule. Beyond that, I no longer apply the rule, so they will have 100% of the capacity.

### Directions for use

* Use **session tags** to manage **seasonality**.
* Only fill in the "participants" fields if you understand their purpose. Otherwise, **leave them blank**.
* For each strategic reseller, create a separate rule.

### Common Problems and Solutions

| Issue                                 | Solution                                                                                        |
| ------------------------------------- | ----------------------------------------------------------------------------------------------- |
| The dealer 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 "remaining tickets" fields: an incorrectly configured threshold can disable the rule. |
| The rule does not limit good sessions | Check the session and product tags.                                                             |

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By correctly applying this functionality, you maintain control over your inventory while collaborating with resellers in a controlled framework.

Contact <support@yoplanning.com> to activate the marketing module if necessary.