What is market allocation?

Overproof subscribers can allocate their Tastings program to a current or new account set.

When you're creating a Tastings program, in the Market Allocation section, select an account set or create a new one.

To create a new account set:

  1. Click + Create New Account Set.
  2. Provide name, description and specify market by selecting states, counties, cities, and zip codes.
  3. Check the boxes to apply rules, like to automatically add sold accounts from depletion data that fit the set or to allow field users to make additions.
  4. Click Save Account Set then select the set from the dropdown.

Important to note: This is for suppliers with an Overproof subscription only. It does not apply to suppliers with a Tastings subscription only.