How to edit allocation rule

Article aRH3YiCr · source

In the dashboard :

  • Click on the hamburger menu (

    ) → Setup → Customer Allocation Rules (

    )

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  • Click on the

    Edit Allocation Rule

    (

    ) icon on the right side of the table.

    image.png

  • Edit Rule

    option → A form shall appear with required fields.

    image.png

    • 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.


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