1.Firstly create the csv spreadsheet and save it using this template Bulkpromobalance.csv
a. The file must contain text only
b. You must enter the customer numbers in
c. You must enter the amount of PRM credit you wish to give in amounts. If you wish to minus credit then this can be done using the minus symbol in front of the amount e.g -20.
d. You must select a store either vwshop or dmshop
2. Go to Telesales > Tasks > Bulk uploader > Store account > Promo credit
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. 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.