How to delete allocation rule

In the dashboard :

• Click on the Hamburger Menu (

  

  ) → Setup → Customer Allocation Rules (

  

  )

  

• Method 1 - Delete (

  

  ) Button →

  

  • To delete an allocation rule, click on the Delete (

    

    ) Button icon on the right side of the table.

    

  • Then confirm deleting the rule by clicking on the Deletebutton and the Don’t Delete button if you don’t want to delete the Allocation Rule.

  • If you pressed the Deletebutton, you’ve successfully deleted the Allocation rule.

• Method 2 - Delete Button → A form appears with the required fields to be filled.

  • Select the Action Status (Delete by Customer/ Delete by Pincode/ Delete by Customer-Pincode Combination) using which Bulk Delete Action will occur.
  • You can download a sample Excel file to understand what data has to be entered by clicking on the Download Sample Exceloption from the window of the selected Action Status.
  • Click on Select from Computer to upload the filled Excel sheet.
  • One can also drag and drop the file into the space provided in the window.
  • Click on the Upload button.
  • If after uploading, you press the Deletebutton, you’ve successfully deleted the Customer Allocation rules present in the excel sheet.