Introducing our new Transaction Item Adjustment Feature

Transaction Item Adjustment Feature

Introducing our new feature to handle transaction adjustments at the item level in bulk.

This gives you greater control over your transactions, as you can cancel or adjust individual items within transactions simultaneously, with the transaction and commission values then updating automatically in accordance with the tracked commission rule.
Batch item adjustments help you manage unconfirmed transactions on a larger scale.

We know transaction management can be an admin-heavy task, so this feature is designed to make things smoother and more flexible. It helps you handle transactions more efficiently before they're confirmed, making daily tasks easier.

You can download a CSV file with the transactions, in the correct template for processing, make your edits to item actions, then upload the file back into the Webgains platform to apply the changes in bulk.

Adjusted transactions will recalculate sale value according to the items cancelled/adjusted, and commission amount according to the tracked Smart Commission rule.

How it works

High-Level Workflow

1. Download the Transaction Item Report CSV which shows the item-level information for transactions.

2. In the file, make item-level changes like cancelling items or adjusting sales values.

3. When you're done, upload the file to apply the updates.

4. Check back in the platform Upload History to see if the file has been processed successfully and correct any errors if necessary.

   1. You will receive an email saying whether the file has been processed successfully or whether there are any errors.

In the upload history panel, you'll be able to see a list of transaction adjustments file that have been uploaded and whether they have been successfully processed.

If you require any support using this feature, or managing your transactions, please contact your Webgains account manager/point of contact.