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PROWERB — Elevating Brands

Marketing Operations Backbone since 1979. Promotional products, logistics, kitting and digital commerce. One partner with its own operations in Kleve.

Elevating Brands — since 1979.Kleve · Düsseldorf · Dortmund · Lüdinghausen
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  1. PROWERB
  2. Glossary
Glossary

Budget and quota allocation

Budget or quota assignment — called Dotation in German — sets the allowance for a dealer, branch or market. Allocation distributes limited stock among those recipients. Together they define who may order how much before the first order is placed.

Quantities are allocated to locations and checked against the available pool.
Why it matters

Without an assignment rule, the fastest wins, not the right one.

In dealer networks, the assignment logic decides budget discipline and fair distribution. Limited campaign items, new launches and free-of-charge quotas would otherwise be claimed on a first-come, first-served basis. Stored in the ordering portal, the system checks every order against dotation and remaining stock — headquarters keeps control, the dealer keeps self-service.

Example: ten locations share 1,000 campaign kits. An allowance of 80 kits per location reserves 800 kits, leaving 200 centrally. Allocation assigns these quantities. When one location orders 30 kits, its remaining allowance is 50. An additional allocation from the reserve requires the agreed approval.

Related topics

Related terms and services.

Dotation and allocation never stand alone — they interlock with the portal, master data and order processing.

01Closed Shop →Closed ordering portal with login and user roles — the place where dotations take practical effect.
02Quota allocation →The quantity limit for each location or user group; in the example each location can initially order up to 80 kits.
03Order-to-Cash →The process chain from order placement to credit note — every allocation rule is executed here.
04Article lifecycleCreation, renaming, deactivation: clean master data is the basis of every assignment logic.
05Dropshipping →
FAQ

Frequently asked questions about dotation and allocation in the dealer portal.

Why do we need assignment rules in our dealer portal at all?

Without an assignment rule, the fastest wins, not the right one: limited campaign items, new launches and free-of-charge quotas would be claimed on a first-come, first-served basis. Dotation and allocation secure budget discipline and fair distribution in the dealer network.

How is a dotation technically enforced?

The quotas are stored directly in the ordering portal. The system checks every incoming order against dotation and remaining stock — headquarters keeps control, the dealer keeps self-service.

Does this also work across multiple countries?

Yes. Countries or regions can have their own ranges, recipient groups and allocation rules. Planning requires the market structure, quantities and responsible contacts. Shipping, language and required approvals are agreed for each market; a cross-border rule does not replace this operational review.

Is the portal connected to warehouse and dispatch, or is it a standalone solution?

The assignment rule takes effect exactly where inventory, ordering and dispatch already run: with end-to-end order and dispatch workflows all the way into the warehouse. Behind it, the in-house ERP+WMS PROWERB CORE works with real-time bookings — dotations are system logic, not a spreadsheet attachment.

What do we need to prepare for the assignment logic to run cleanly?

Clean master data is the basis of every assignment logic — creation, renaming and deactivation of articles must be maintained. Capture your starting point in the non-binding Needs Check in under 60 seconds; a dedicated contact then clarifies what is needed.

How long does it take to introduce such a portal?

For larger fulfillment takeovers, we use the seven-phase method: from requirements and master data through system integration, testing and stock transfer to go-live and handover to ongoing operations. Around 14 weeks is a planning guide for that scope; data quality, interfaces and stock transfer determine the actual date. Smaller or purely digital assignments receive a suitable introduction plan.