> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up Benefit Allocation on a Product

> Configure the Product fields that control how many beneficiaries a purchase grants and whether freed-up slots can be reused.

## How to Set Up Benefit Allocation on a Product

Before you can add beneficiaries, configure the Product so it grants benefit allocations when purchased.

<Steps>
  <Step title="Open the product">
    Click the **App Launcher** (the grid of nine dots in the top-left corner) and type `Products`, then open the **Product** record you want to configure.

    <Frame caption="Searching for Products in the App Launcher">
      <img src="https://mintcdn.com/fusionspan/EW_gg4_8FJ-921wF/images/end-user-guides/3930095689/Screenshot_2025-01-02_at_4.18.02-PM.png?fit=max&auto=format&n=EW_gg4_8FJ-921wF&q=85&s=9f656c720e02093ad4a73b02ac094405" alt="The App Launcher search showing the Products result" width="363" height="385" data-path="images/end-user-guides/3930095689/Screenshot_2025-01-02_at_4.18.02-PM.png" />
    </Frame>
  </Step>

  <Step title="Set Maximum Allocations">
    Set the **Maximum Allocations** field (`Maximum_Allocations__c`). This value defines how many beneficiaries a purchase of this Product grants. The Product's Maximum Allocations is the template value; the limit is enforced on the Purchase Activity, which has its own `Maximum_Allocations__c` field copied from the Product at purchase time.
  </Step>

  <Step title="Decide whether freed-up slots can be reused">
    The **Restore Allocation to Purchase Activity** checkbox (`Restore_Allocation_to_Purchase_Activity__c`) on the Product controls whether a slot can be reused when a beneficiary's allocation ends. It is checked by default.

    * When **checked**, an expired or ended allocation stops counting toward the active beneficiary count, which frees the slot for a new beneficiary.
    * When **unchecked**, the slot is permanently consumed and cannot be reused.

    <Note>
      **Maximum Allocations** is a static cap that is never decremented. When an allocation ends, the number that changes is the count of **Active Beneficiaries** (`Active_Beneficiaries__c`) on the Purchase Activity, which in turn drives the **Has Available Allocations** formula (`Has_Available_Allocations__c`).
    </Note>

    <Frame caption="The Maximum Allocations and Restore Allocation fields on a Product">
      <img src="https://mintcdn.com/fusionspan/EW_gg4_8FJ-921wF/images/end-user-guides/3930095689/image-20241204-194526.png?fit=max&auto=format&n=EW_gg4_8FJ-921wF&q=85&s=cc90c5f320f098d4606573871a5ca89e" alt="A Product record showing the Maximum Allocations field and the Restore Allocation to Purchase Activity checkbox" width="3384" height="1664" data-path="images/end-user-guides/3930095689/image-20241204-194526.png" />
    </Frame>
  </Step>
</Steps>

Once the Product is configured, you can [create Benefit Allocations](/end-user-guides/products/benefit-allocations/creating-benefit-allocations) against a Purchase Activity for that Product.

## Limitations and Common Pitfalls

* **Maximum Allocations is a static cap.** It is never decremented; when an allocation ends, the count that changes is **Active Beneficiaries** (`Active_Beneficiaries__c`) on the Purchase Activity.
* **With Restore off, slots are permanent.** If **Restore Allocation to Purchase Activity** (`Restore_Allocation_to_Purchase_Activity__c`) is unchecked, an ended or expired allocation keeps consuming its slot for good.