Bulk Point Adjustments
In Perkville, staff members with Employee or Admin level roles can efficiently manage large volumes of point transactions by using the bulk point adjustment feature. This is useful for both adding and redeeming points in bulk, as well as correcting point errors.
Steps to Give or Redeem Points in Bulk
Access Bulk Adjustment Page:
Log in to your Perkville account.
Click on "My Business" in the top navigation menu.
Select "Add / Redeem" from the dropdown options.
Upload a CSV File:
On the "Add / Redeem" page, locate and click on "CSV Upload" in the top right corner of the page.
This will open the bulk point adjustment interface.
Prepare Your CSV File:
Follow the instructions provided on the CSV Upload page to format your CSV file correctly.
Upload the CSV File:
Choose your prepared CSV file and upload it according to the instructions on the page.
The system will process the file and apply the points as specified.
Correcting Previous Errors in Bulk
In addition to adding and redeeming points, you can use the bulk adjustment feature to correct point errors using the point adjustment options.
Important Notes
Role Requirements: Only staff members with Employee or Admin level permissions can access and use the bulk point adjustment feature.
Accuracy: Ensure that your CSV file is correctly formatted to avoid errors during the upload process. Verify all data before submission to ensure accurate point adjustments.
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