Bulk Upload

Step1

After selecting the Bonus Type, scroll to the bottom of the Bulk Product Deal Entry modal and click to download the template CSV file for each available deal type for bulk upload.

Each deal type has its own unique template for bulk deal uploads.

Off Invoice Discount Template

Price Protection Template

Product Bonus Template

Sell-Through Template

Update the relevant file type with the necessary information for uploading to the system.

Below is a screenshot of the section stating which fields are mandatory and which are optional for the CSV file.

Note: Enter the number "0" in the "value_off" column for all template files

Step2

Proceed to update the CSV file as needed, ensuring that all required columns are included.

Step3

Enter the relevant information in the Bulk Product Deal Entry modal for the selected Bonus type.

Notes:

KNAPS allows users to enter backdated Sell Through (ST) deals when necessary. When a backdated ST deal is entered, the system reviews invoiced sales from the past 14 days to identify any that qualify for the ST claim. If eligible invoiced sales are found, the system will generate the ST claim overnight, rather than generating them immediately.

For active ST deals, the system will immediately generate ST claims.

Step4

Click the Choose File button to upload your CSV file.

To see any errors and successes on the screen, you need to choose the “I’ll wait for the results” option under Upload Results.

Alternatively, selecting "Send me an email with the results" will send the upload results to your inbox for you to view.

This email option won't hold up your screen, allowing you to continue working on other tasks in the system while the results are being prepared, especially when uploading large files.

To test your upload results before going live, select Test mode.

Selecting Test mode lets you identify any errors in the CSV file before uploading it live to the system. Errors will be highlighted in red, while successful uploads will be marked in green.

Once you are ready to test upload your file, click the Upload button.

If there are errors on the file, go back and fix them accordingly.

Once the file has uploaded successfully and without errors in Test mode, turn off Test mode.

Turning off Test mode will switch the Bulk Product Deal Entry modal to Live mode.

At this point, you can still choose to either email the upload results or display them in Live mode, just like in Test mode.

Step5

When you're ready, click Upload to submit the bulk deals live to the system.