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?
Log in to Yoplanning.pro.
In the left menu, go to Administration > Configuration.
In the Booking Module section, open Marketing Rules.
Click on Add a rule.
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
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
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 support@yoplanning.com.
Last updated