The Placement Wizard makes it easier to allocate placements to agreement items. Instead of manually assigning quantities to each placement one by one, you can add your placements and then drag them into place.
You can access the Placement Wizard by navigating to Site Delivery and clicking Options, Placement Wizard.
1. Add your placements
Placements are added in the right-hand panel.
To do this press the Add button.
Each placement you add will appear in the list ready to be allocated.
2. Select the item
In the toolbar, use the previous and next arrows to work through each agreement item on the site, the details for the item are shown in the left-hand panel.
This shows the item details, including:
- The total quantity
- The service frequency
3. Allocate placements
The centre panel shows the placements that have been allocated to the item.
To allocate placements:
- Select the placement you want to allocate to in the dropdown. You can type to find the placement you want.
- Adjust the quantities for each placement or use remove to unallocate this item from the placement
Repeat this until the full quantity of the item has been allocated.
The wizard shows how many items have been allocated (for example 16 of 16).
4. Save changes
Once you are finished and your item has been fully allocated, you will be able to save your changes. Press the Save button in the bottom right.
You can then proceed to the next item and allocate that one.
Notes
- The total allocated quantity must match the item quantity before saving.
- Placements are linked to the site and can be reused for other items as required.