In-kind and basket entitlements

This guide is for implementers configuring in-kind (physical goods) entitlements and predefined product baskets.

Understanding in-kind entitlements

In-kind entitlements distribute physical goods instead of cash. Common examples:

Program type	In-kind items
Food assistance	Rice, cooking oil, beans
Agricultural support	Seeds, fertilizer, tools
School supplies	Books, uniforms, materials
Emergency relief	Blankets, tarps, hygiene kits

In-kind vs basket entitlements

Type	Description	Use case
In-Kind	Single product per item	Simple distributions
Basket	Multiple products bundled	Standardized aid packages

Configuring in-kind entitlements

Creating an in-kind entitlement manager

1. Open your program's Configuration tab

2. In Entitlement Manager, click Add a line

3. Select In-Kind as the manager type

4. Configure the in-kind items

The In-Kind entitlement manager form with Manage Inventory, Evaluate Single Item, and the Items list.

In-kind manager settings

Field	Description
Name	Display name for this manager
Warehouse	Source warehouse for inventory
Entitlement Items	List of products to distribute

Adding in-kind items

Each item specifies a product and quantity:

Field	Description	Example
Product	Item from product catalog	Rice (25kg bag)
Quantity	Amount per beneficiary	1
Unit of Measure	How quantity is measured	Bags, kg, pieces
Condition	Who receives this item	(optional CEL)

Configure each item with a Product, Quantity, Condition, and optional Multiplier field.

Product configuration

Setting up products

Products must be configured in the system before use:

1. Go to Inventory → Products

2. Create or select a product

3. Configure product details

Field	Description
Name	Product display name
Type	Storable Product (for inventory tracking)
Unit of Measure	Default measurement unit
Category	Product categorization

Product categories for social protection

Organize products by category:

Category	Products
Food Staples	Rice, beans, flour, oil
Agricultural Inputs	Seeds, fertilizer, pesticides
Household Items	Blankets, cookware, containers
Hygiene	Soap, sanitizer, menstrual products

Warehouse integration

In-kind entitlements integrate with inventory management:

Warehouse configuration

Field	Description
Source Warehouse	Where products are stored
Service Points	Distribution locations

Inventory tracking

When entitlements are prepared:

1. System checks available stock

2. Reserves inventory for entitlements

3. Reduces stock on distribution

4. Tracks redemption status

Note

Ensure sufficient stock exists before preparing entitlements. Low stock warnings appear if inventory is insufficient.

Basket entitlements

Baskets bundle multiple products into a single entitlement.

Creating a basket

1. Go to Programs → Configuration → Entitlement Baskets

2. Click Create

3. Add products to the basket

Multiple items configured with different products, quantities, and conditions for distribution.

Basket configuration

Field	Description
Name	Basket display name
Products	List of included products
Quantities	Amount of each product

Example: Emergency relief basket

Product	Quantity	Unit
Blanket	2	pieces
Tarpaulin	1	piece
Water container	2	pieces
Hygiene kit	1	kit
Rice	10	kg

Using baskets in entitlement managers

1. Create a basket entitlement manager

2. Select the predefined basket

3. Configure conditions if needed

Quantity multipliers

Scale quantities based on beneficiary attributes:

Per-household-member distribution

Field	Value
Product	Rice (1kg)
Base Quantity	1
Multiplier Field	household_size

Result: 1kg rice per household member

Maximum quantities

Set limits on multiplied quantities:

Field	Value
Quantity	1
Multiplier Field	household_size
Max Multiplier	10

Result: Maximum 10kg regardless of household size

Conditional in-kind items

Different items for different beneficiaries:

Example: Age-based items

Item 1: Rice for all

Field	Value
Product	Rice
Quantity	5
Condition	(empty)

Item 2: Baby food for households with infants

Field	Value
Product	Baby formula
Quantity	2
Condition	members.exists(m, age_years(m.birthdate) < 2)

Example: Geographic items

Field	Value
Product	Winter blanket
Quantity	2
Condition	r.area_id.climate_zone == 'cold'

Distribution workflow

Preparing in-kind entitlements

1. Open the cycle

2. Click Prepare Entitlements

3. System calculates items for each beneficiary

4. Draft entitlements are created

Approving in-kind entitlements

1. Review entitlement list

2. Verify quantities and products

3. Approve entitlements

4. Inventory is reserved

Distribution/redemption

Method	Description
Direct distribution	Items delivered to beneficiaries
Service point redemption	Beneficiaries collect at designated locations
Voucher exchange	Vouchers redeemed for products

Service points

Configure where beneficiaries collect in-kind items:

Field	Description
Name	Service point name
Location	Physical address
Warehouse	Associated warehouse
Operating Hours	When open for distribution

Tracking redemption

For in-kind entitlements:

State	Description
Draft	Entitlement created
Approved	Ready for distribution
Partially Redeemed	Some items collected
Fully Redeemed	All items collected

Best practices

Product management

Practice	Benefit
Use consistent product names	Clear reporting
Set up proper units of measure	Accurate quantities
Maintain product categories	Easy organization

Inventory planning

Practice	Benefit
Check stock before preparing	Avoid shortfalls
Plan procurement cycles	Ensure availability
Track expiration dates	Prevent waste

Distribution efficiency

Practice	Benefit
Use baskets for standard packages	Faster distribution
Pre-pack items where possible	Reduce wait times
Track redemption rates	Identify issues

Are you stuck?

Products not appearing in selection?

• Verify products are created in Inventory → Products

• Check product type is "Storable Product"

• Ensure you have access to the product category

Inventory insufficient warning?

• Check warehouse stock levels

• Verify correct warehouse is selected

• Plan procurement before preparing entitlements

Quantities seem wrong?

• Review multiplier field configuration

• Check max multiplier setting

• Verify beneficiary data has values

Basket products missing?

• Ensure basket is properly configured

• Check all products in basket are active

• Verify product stock availability

Next steps

• Conditional logic - Complex conditions for items

• Dynamic entitlements - Household-based quantities

• Manage entitlements - Distribution workflow