# How to create a customer allocation rule

Module: CORE Platform
Module slug: core-platform
Source URL: https://helpcentre.shipsy.io/en-US/shipsy/article/X0_2vdoL-how-to-create-a-customer-allocation-rule
Article ID: X0_2vdoL
Breadcrumbs: CORE Platform > Setup Section > Customer Allocation Rules > How to create a customer allocation rule

---
For any consignment, the system requires pin-codes to allocate hubs for

*pickup tasks,*

from where the first mile proceeds after soft-data upload.

In the dashboard :

1. Click on the hamburger menu (

   ![](../../../_assets/emojis/emoji_cd6e466599.png)

   ) → Setup → Customer Allocation Rules (

   ![](../../../_assets/emojis/emoji_f21b6a57ea.png)

   )

   ![image.png](/kb-images/how-to-create-a-customer-allocation-rule--x0_2vdol/img_001_fa37c11fe6.png)![image.png](/kb-images/how-to-create-a-customer-allocation-rule--x0_2vdol/img_002_39d0a72b66.png)![image.png](/kb-images/how-to-create-a-customer-allocation-rule--x0_2vdol/img_003_a740b0107f.png)
2. Click on

   **ADD NEW**

   button.

   ![image.png](/kb-images/how-to-create-a-customer-allocation-rule--x0_2vdol/img_004_25322932d0.png)
3. Method 1

   -

   **New Rule**

   option → A form shall appear with required fields

   ![image.png](/kb-images/how-to-create-a-customer-allocation-rule--x0_2vdol/img_005_715dcd5a32.png)

   1. Fill up the form and click on the

      **Add Rule**

      button.

      ![image.png](/kb-images/how-to-create-a-customer-allocation-rule--x0_2vdol/img_006_e3333896cd.png)
   2. You’ve successfully created a new allocation rule for pickup.
4. Method 2

   -

   **Upload CSV**

   option → A file upload window appears.

   ![image.png](/kb-images/how-to-create-a-customer-allocation-rule--x0_2vdol/img_007_fdb55d8dbc.png)

   1. You can download a sample Excel file to understand what data has to be entered by clicking on the

      **Download Sample Excel**

      option from the window.

      ![image.png](/kb-images/how-to-create-a-customer-allocation-rule--x0_2vdol/img_008_fdce0602bf.png)
   2. Click on

      **Select From Computer**

      to upload your Excel sheet.
   3. One can also drag and drop your file into the space provided in the window.
   4. Click on the

      **Upload Rules**

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