How to set up allocation rules for pickups?
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In the dashboard :
Click on hamburger menu (
) → Setup → Customer Allocation Rules ()
→ To create a new rule.
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Click on ADD NEW button.
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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.
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Click on Select From Computer to upload your Excel sheet.
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One can also drag and drop your file into the space provided in the window.
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To start with a First Mile pickup trip, we need to configure the setup section so as to allow allocation of hub for the consignment that is to be picked up.
To understand how to set up the allocation rules for pickups, read the following article :
https://shipsy.atlassian.net/l/c/Nttt5dWj