How to edit allocation rule

Owned by Eshaan Khurana (Unlicensed)
Last updated: Mar 11, 2022
2 min read

In the dashboard :

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

     

  • Click on the Edit Allocation Rule () icon on the right side of the table.

     

  • Edit Rule option → A form shall appear with required fields.

     

    • Edit the form with the required changes and click on the Edit Rule button.

    • You’ve successfully edited an allocation rule.

NOTE: The Customer code and the Pincode are non-editable fields once an allocation rule has been made.