How to set up allocation rules for pickups?
For any consignment, the system requires pin-codes in order to allocate hubs for pickup / delivery tasks, from where the first mile proceeds after soft-data upload.
In the dashboard :
Click on hamburger menu (
) → Setup → Customer Allocation Rules (
)
Click on Add New button.
Method 1
- New Rule option → A form shall appear with required fieldsFill 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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