- NOTE: This only can be used for customers with open Winebank accounts if the account is closed or closing this will not work.
- First of all you must create a csv spreadsheet and save it using this template - promoWinebankbalence (4).csv
a. The csv must be a text only file and not contain any symbols
b. Customer number must be added
c. The balance you wish to award must be entered in to amount if you want to take away balance then a minus symbol must be used before amount e.g '-20'.
d. The store must be 'vwshop' as winebank is only offered to Virgin customers. - Go to Telesales > Tasks > Bulk Uploader > Winebank > Winebank Balance
3. Click on 'Choose file' on details screen
4. Select the correct file and then click 'open'.
5. You must then select a relevant reason code. Reference and description are optional the bulk tool will still work if they are not filled in.
6. Click 'execute task'
7. To check the status click 'Jobs' if the option to click it isn't there then refresh the page.
8. You then click 'Details' and then 'Get report' on the job. If the job is showing as 'unknown' then keep refreshing the page because this means the job is still running.
9. This will then load the job report which will tell you weather or not you were successful in adding/removing balance. Alternatively if it has failed to add/remove balance then it will also show you this and give you a reason why.
10. Some common failures you will see are "Customer not found" this will appear when either the customer account doesn't exist or the incorrect store is entered e.g dmshop. Another common failure is "Customer 84001021 - Winebank - Winebank balance account is not open" this will appear when a customers Winebank account isn't open or set to closed or closing. You will also get a failure if you try to minus from an account that has no balance because it can't go lower than zero.