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Allotment Letter Settings

Role Required: SOCIETY_ADMIN
Navigation: Sidebar → Settings → Allotment Letter Settings
Last Updated: March 2026 | Portal Version: 1.0

Overview

Allotment Letter Settings control how allotment letters (agreements) are generated when a booking reaches the required payment threshold. You can configure the generation mode, document types, and notification preferences.

Allotment Letter Settings

Configuration Sections

1. Agreement Generation Mode

ModeDescription
DisabledNo automatic agreements — allotment letters are not generated
AutomaticAgreement documents are automatically generated when a booking reaches the required payment threshold
Approval RequiredAgreements require manual admin approval before generation

2. Enabled Document Types

Select which document types are generated when a booking qualifies. At least one type must be enabled.

Document TypeDescription
Letter of AllotmentProvisional Allotment Certificate (PAC) issued after booking

3. Notifications

SettingDescription
Notify on Pending ApprovalSend notifications to admins when new agreement requests need approval
Notify on GenerationSend notifications to members when their agreement documents are generated

Actions

ButtonDescription
Reset to DefaultsRestore all settings to their default values
CancelDiscard unsaved changes
Save ChangesApply and save the current settings