How to use Bulk Commission Update

This feature gives the NGU agent Admin ability to update draft commissions in bulk:

Steps to update commissions :

Select the commissions to be exported

Go to:

Sales Agents
- Under Configurations:
  - Sales Agents
    - Commissions
      - Commissions

No other system configuration required
Commission state must be in the “draft” state so that it can be updated.

2. Export the selected commissions :

3. Delete the External ID column: Editing the exported CSV file

4. Change the date format to YYYY-MM-DD HH:MM:SS, Make desired changes, and Save the CSV file : You don’t need to change the date format if you will not use dates or date format in your computer is the same as yyyy-mm-dd

5. Warnings : If you change/remove data in the sales agent and/or description columns, the file will be uploaded as if you didn’t do anything. These 2 columns will not affect anything but they should not be deleted.

6. Upload the edited CSV file

7. Notifications or error messages

8. Commission details that can (not) be updated using the CSV file