The Listings page allows you to reserve quantities of products for specific customers or group of customers. Once assigned, only the selected customers will be able to view and purchase those products from your menu.
This is especially useful if:
- You’ve made an arrangement with certain high-value customers who have first dibs on your most exclusive inventory, and you want to reserve your products for future sales orders. This ensures that stock quantities are allocated to certain buyers in advance, and that you don’t run the risk of making that inventory available for purchase to other buyers on the LeafLink Marketplace. Similarly, if you have exclusive arrangements with a dispensary franchise who has multiple storefronts, you can control the flow of your goods to each store and effectively manage how much each store is going to get at the point of purchase.
- You're in a market that is struggling from inventory shortages and where lead times are unknown. You want to make sure that customers who placed their orders first get access to your products so they can stock their shelves as soon as that inventory becomes available.
See below for a step-by-step breakdown of how to use LeafLink's Listings feature.
How to Assign a Customer to a Product and Reserve Certain Quantities
1. Navigate to Inventory -> Listings. The Listings overview page will display a list of all of your active products automatically. By default, all “Available” products will be visible to all eligible buyers from your menu. If there are no customers assigned to a specific product, the Customers field will convey "0 Allocations."
2. To assign customers to an specific product, click on the pencil icon underneath the Actions column.
3. If you do not want to reserve specific quantities of inventory, but you want your product to only be available to certain buyers toggle Exclusive Product -> Add Allocation and add the applicable buyers/customer groups, as seen below. This will ensure any buyers outside of this list will not see or be able to purchase the product on your LeafLink menu.
As a reminder, you can create Customer Groups to organize your customers then apply them to listings rather than applying customers one-by-one. You can create a Group in LeafLink by navigating to the Customers Tab in the left-side menu -> Groups -> Create Group.
4. If you wish to reserve specific quantities of inventory for your customers, you would un-toggle Exclusive Product and allocate certain quantities to each customer or group of customers, as seen below. The remaining inventory amount will be available to purchase more broadly on the LeafLink Marketplace.
4. Hit Save to update your changes.
How to Set Up an Automatic Expiration for Your Listing
If you would like to set the exclusivity for a set period or if you'd like open the product if the buyers assigned to your product do not purchase all of your inventory right away, you can set up a Listing to change its status automatically after a set period of time.
The options to update your listing are as follows:
- Set to Public (Remove all Customers): This option will remove any customers assign to your product and allow it to be sold to any eligible buyer on LeafLink marketplace
- Set to Internal: This option will mark your product as Internal, meaning it can only be added to seller-generated orders and is not visible on your public menu.
- Set to Unavailable: This option will mark your product as Unavailable, meaning it will be visible on your menu but not purchasable by anyone.
1. In the same modal, select an Expiration Type and Expiration Date:
2. Select a timeframe and enter a value, your listing will update after the amount listed has elapsed. Please note that the expiration period applies as soon as you set this up. For example, if you set a listing expiration for 72 hours, the 72 hours will begin as soon as hit Save.