Adding New Allocation Rules (Excel)
- eknoor.singh (Unlicensed)
Analytics
This article provides readers with a simplified and efficient method for creating multiple allocation rules simultaneously through a bulk upload feature. This step-by-step guide is tailored to streamline the process of setting up allocation rules, making it ideal for organizations with a large number of rules to manage or those seeking a time-saving solution.
Please note, in order to create an Allocation Rule, the user needs to define the set of fields that can be configurable from the Allocation Config Section.
Instructions
Navigated to Shipsy portal > Setup > Integration Setup > Carrier Partner > Allocation Rules
The rule will be created on the basis of Customer Code/Booking Service Type Id/ etc which can be configurable from the Allocation Config section.
Click on Add New > Excel Upload
Download the sample file, the Excel file will be having the same columns which have been customized from the Allocation Config section.
Fill the columns with relevant details, Save the file, Upload & Submit.