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- First of all, create the csv spreadsheet & save it using the following template - promoWinebankInterest.csv
You must add a description - this cannot contain a £ symbol a. This file cannot contain symbols and should be text only
b. Customer number must be added
c. Amount should be entered - minus amounts can be specified if needed
d. A store needs to be entered (will always be vwshop for Winebank customers) - Go to Telesales > Tasks > Add Promo Interest
Bulk Uploader > Winebank > Winebank Interest
- Click 'Choose File' on the Details screen
- Select the file name and click 'Open'
- You must select a relevant reason code. Reference and Description are optional the bulk tool will still work without these.
- Click 'Execute'
- To see the status, click the 'Jobs' tab - if this is not there then refresh the screen
- If the status is 'Unknown' then it means the process is still running. If it's 'Complete' then it has finished, once complete, click on the 'Details' button then click 'Get Report'
- This downloads a spreadsheet which shows the results of the load
- 'Loaded' means that the customer has been skipped over - either because they do not have a winebank membership, or are in closed or closing state. Otherwise it will advise it is successfully completed and the amount will appear on the customer account with the description attached