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:
- Click + Create New Account Set.
- Provide name, description and specify market by selecting states, counties, cities, and zip codes.
- 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.
- 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.