Content Comparison

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• Click on hamburger menu () → Setup → Customer Allocation Rules ()Click

→ To create a new rule, click on ADD NEW button.

• Method 1 - New Rule option → A form shall appear with required fields

  • Fill up the form and click on Add Rule button.

  • You’ve successfully created a new allocation rule for pickup.

• Method 2 - Upload CSV option → A file upload window appears.

  • Click on Select From Computer to upload your Excel sheet.

  • One can also drag and drop your file into the space provided in the window.

  • You can download a sample Excel file to understand what data has to be entered by clicking on Download Sample Excel option from the window.

  • You’ve successfully created a new allocation rule for pickup.

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