The Bulk update feature allows you to easily update or make any changes to the existing transactions. You can update the transactions in two different ways, see the steps below:
Direct Update
This is the quickest way where you don't need to make changes in excel.
Search the Transactions: Firstly, search the transactions that you are willing to update through the multiple search criteria. You may also apply filters to the transactions for precise search. At a time, you can search transactions for 24 months.
Resolve the error flags & Update: Once you have searched the transactions, click on the 'Update' button and it will take you to the review screen where you can make changes and resolve the flags, if any, and process the transactions for Update.
Check status on the history page: Check the history page to know the status of the batch processed. If there are failed transactions to know the relevant error message. You can also download the failed transactions into excel and upload them back after resolving the errors.
Update through Excel
This is another way to modify the transactions using an excel sheet.
Search the Transactions: Search the transactions that you are willing to modify through the search criteria options.
Export to Excel: Export the transactions in excel and make necessary changes.
Upload the Excel: Once the excel is ready with the changes, you should upload it back using the Bulk Import feature.
Resolve error flags & Update: Xenett Port will validate the data and will display the flags for inappropriate data. You should resolve the flags and initiate the update process.
Check status on the history page: Check the history page to know the status of the batch processed. For the 'failed' transactions, see the errors and you may download the excel and upload it back after resolving the errors.