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Bulk Import Transaction Term Rate Overrides (Excel)

Overview​

This feature allows you to import and bulk update transaction term rate (wholesale/discount rate) override settings for each buyer in XLSX format.

Purpose​

Updating transaction term rate override settings in bulk using an Excel file (.xlsx) helps reduce the time required to configure settings one by one on the screen.

In addition, by using XLSX files as a business input format, it helps standardize setting procedures and suppress variations in work quality between personnel in charge.

Feature Description​

What are Transaction Term Rate Overrides?​

By setting transaction term rate overrides, you can set rates that differ from the transaction term rate configured for the buyer themselves.

Access Scope and Priority​

Transaction term rate override settings have the following scopes:

  • Catalog Product level
  • Product level
  • Catalog level

The order of precedence for settings applied at the time of order is as follows:

  1. Catalog Product level (Strongest)
  2. Product level
  3. Catalog level
  4. Buyer and link settings (Weakest)

Business Units for Bulk Import​

For this feature, the following series of operations constitutes one business unit:

Instructions​

1. Download XLSX for Scoped Transaction Term Rate Bulk Overrides​

Move to the Bulk Import Transaction Term Rate Overrides screen​

  1. Click the Buyers menu.
  2. Click the Connected Buyers tab.
    *It is open by default.
  3. Click Bulk Import Transaction Term Rate Overrides.
    The "Bulk Import Transaction Term Rate Overrides" modal will open.
  4. Click Download XLSX File.
    You will be redirected to the "Download Scoped Transaction Term Rate Overrides Import XLSX File " page.

How to enter the form​

  1. Scope Level
    Select the scope for transaction term rate overrides from the following four types:

    • Catalog Product: Sets transaction term rate overrides for products registered as products to be displayed in a catalog.
    • Product: Sets transaction term rate overrides for specific products without specifying a catalog.
    • Catalog: Sets transaction term rate overrides for specific catalogs without specifying products.
    • Customer Buyer(Connected Buyer): Only this option performs a "Bulk Update" of transaction term rates for Connected Buyers (including offline buyers) instead of an override setting.

  2. File Language
    Specify the language to be displayed in columns within the file.

  3. Select Target Buyers
    From the list of buyers, check the buyers for whom you want to set transaction term rate overrides.

    • You can also narrow down buyers by entering conditions in Search Buyers.
    • Click Select All to select all buyers that match the search criteria.

Downloading the file​

  1. After confirming the input details, click Download.
    The "Scoped Transaction Term Rate Overrides Import XLSX File" will be downloaded.

2. Entering the XLSX file for transaction term rate overrides​

Open the downloaded XLSX file and enter each item.

Do not rewrite column names.
Rewriting column names will cause import errors.

  • Customer Buyer Unique Code(Required)
    Enter the buyer for whom the transaction term rate is to be set.
    The Unique Code of the buyer selected during file download is entered.

  • Catalog Code
    Enter the catalog for which the transaction term rate is to be set.
    The Catalog Code of the catalog selected during file download is entered.

    *For rows left blank, the catalog specification will be cleared from the scope.

  • Model Number
    Enter the model number of the target product for which the transaction term rate is to be set.
    The model number of the product selected during file download is entered.

    *For rows left blank, the product specification will be cleared from the scope.

  • Transaction Term Rate(Required)
    Set the transaction term rate.
    Enter the wholesale rate or discount rate corresponding to each buyer within the range of 0 to 1.
    Up to two decimal places can be entered. Digits below 0.01 (1%) cannot be entered.

    Example (for 95% wholesale rate): 0.95

    *Whether to enter a wholesale rate or a discount rate depends on the transaction conditions registered for the buyer.

When data entry is complete, save and close the XLSX file.

3. Bulk Import Scoped Transaction Term Rate Overrides by XLSX File​

Import the completed "Scoped Transaction Term Rate Overrides Import XLSX File" into DEXTRE.

Move to the Bulk Import Transaction Term Rate Overrides screen​

  1. Click the Buyers menu.
  2. Click the Connected Buyers tab.
    *It is open by default.
  3. Click Bulk Import Transaction Term Rate Overrides.
    The "Bulk Import Transaction Term Rate Overrides" modal will open.

Executing the bulk import screen​

  1. Select the completed XLSX file from Select File.

  2. Click Import.

    • If the process is successful, the transaction term rate override settings will be applied according to the file contents.
    • If it fails, an error will be displayed.
      Correct the file according to the error details.

Important Notes​

Only catalogs with a catalog code registered are eligible for import​

When specifying a catalog, the target catalog must have a catalog code registered.
Transaction term rate overrides via bulk import are only possible for catalogs that have a catalog code registered.

Only buyers with a Unique Code registered are eligible for import​

When specifying a buyer, the target buyer must have a Unique Code registered.
Transaction term rate overrides via bulk import are only possible for buyers that have a Unique Code registered.

Troubleshooting​

The desired catalog is not displayed​

Catalogs without a "Catalog Code" registered will not be displayed. To use them, please register a catalog code in advance.

The catalog code can be registered from "Catalog > Edit the relevant catalog > Basics > Code".