Some things you sell need a list of who is getting them. A conference place needs a name and a dietary requirement; a shirt needs a size. An allocation is that list, and the Register is where you work it.
Allocations are set up under Allocations, and the entries appear under Register.
Why they are separate from products
Because several products can fill the same list. A conference might be sold as an early-bird ticket, a standard ticket and a sponsor package — three products, one dinner to cater. Link all three to one "Awards Dinner" allocation and the register gathers every attendee regardless of which product they came through.
It works the other way too: one product can include several allocations, so a conference package that bundles a seat, a dinner and a shirt fills three lists from one purchase.
Setting one up
- Create the allocation and name it as the thing being handed out — "Awards Dinner", "Conference Place", "Polo Shirt".
- Add the fields you need against each entry: name, dietary requirement, size, lanyard title.
- Link it to the products that grant it, in the product editor.
- On those products, turn on Collect fields per unit so each place is asked for its own answers rather than one set for the whole order.
Working the Register
The Register lists every entry across the store, one row per place, with who it belongs to and the answers collected.
| Column | What it tells you |
|---|---|
| Organisation and Location | Who the entry belongs to. |
| Email / Value | The identifying answer for the entry — usually the attendee or the address. |
| Allocation | Which list it belongs to. |
| Product | Which product granted it. |
| Production status | Where it has got to, if the product tracks stages. |
| Billing | Whether the entry is included in the allowance or billable as an extra. |
| Since | When it was added. |
Filter by allocation to get one event's list, or by tribe to answer "who did we send?". The Register can be exported, which is what you hand to a caterer, a venue or a uniform supplier.
Adding an entry yourself
Not every place is bought. Head office attendees, speakers and guests can be added to an allocation directly, without going through a product or a payment. They appear in the register and the export alongside everyone else, which is what you want when the caterer needs one number.
Running an event with it
- Set up the allocation and its fields before the products go live.
- Watch the register fill as orders come in — it is your live headcount.
- Add non-buying attendees directly so the numbers are complete.
- Export near the deadline for the caterer or supplier, filtered to that allocation.
- Use the entries themselves for name badges and seating; they already hold the answers.