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How to do Bulk Actions on Settlements or Payouts
How to do Bulk Actions on Settlements or Payouts

What are Bulk Actions used for? You can mass refresh, delete, send or export settlements/payouts.

Iona Bird avatar
Written by Iona Bird
Updated over a week ago

Got a lot of settlements/payouts to refresh, delete, send to your accounting, or export into csv? If you enable Bulk Actions, then you can carry out these actions on settlements/payouts imported into A2X.  You can refresh, delete or send bulk settlement/payout data in one operation.

The Bulk Actions are limited to 50 settlements/payouts at a time. If you tick more than 50 settlements/payouts, than the bulk process will be halted, and you will receive this error message in the top right corner:

Hint: The Bulk Actions feature should be regarded as an 'page by page' option to send/refresh/delete multiple sales or send multiple COGS at once. If you use it that way, you will never reach over the stated limit and will avoid any possible issues.

Please note: Export bulk actions (Export, Export COGS) are limited to 40 settlements at a time, due to the size of the files.

Enabling Bulk Actions

'Bulk Actions' will be enabled if you either:

  • tick the header checkbox

  • tick the checkbox next to two or more settlements/payouts

After you select settlements/payouts, the menu with bulk actions appear, so you can choose the one you wish to apply to selected settlements.

Bulk refresh:

Bulk post settlements or COGS:

Bulk export data to a CSV file:

Bulk delete payouts data in A2X:

Settlements/payouts selection process

When selecting the settlements/payouts to which you wish to apply a certain bulk action, you have few options:

  • you can select them one by one, by clicking the tick box next to them

  • you can filter them by marketplace, total or month and select only the filtered ones

  • you can select all on one page using the header check box

Pro Tip: Use the available filters to find the transactions you want to apply your bulk actions to.

For example, select a date range:

Then filter further by selecting a specific payment gateway.

Then filter further by selecting Payouts that are "Not Posted".

Pro Tip

Use the header check box to select all of the payouts on page (max 50).

You can then easily apply your bulk action to all of them at once:

Once you select your settlements/payouts and bulk action, the system will show you the action that is being processed and its progress:

Bulk Action menu options

Bulk Refresh is useful for when you have uploaded new costs for your SKUs for COGS calculations. You can selectively refresh the settlements/payouts that you wish the new costs to be applied and leave others that are calculated with the previous average costs.

You would also use this option when you want to apply any changes made in the Invoice Settings, such as changing 'Group all sales' to 'Group Sales by Product Type'. 

Please Note: When you change from one Invoice Setting to another, then you always need to refresh your settlements/payouts so that the change applies to Accounts and Taxes mapping page. Once settlements/payouts are refreshed, you can re-adjust your mappings in Accounts and Taxes page.

Bulk Delete can be used when you need to delete multiple settlements/payouts, if some are duplicates, for example.

This option is rarely used, as A2X is a good place to keep your settlement/payouts history even after you send settlements/payouts over to your accounting.   

Please Note: If the settlement is negative or totals zero, it is not advisable to delete it. There are transactions in the settlement even though there is no deposit. In this case, it is still important to send the settlement over to your accounting system in order to account for those transactions, even if there is no corresponding deposit from Amazon to match to.

Bulk Send Sales and Send COGS are used when you wish to send Invoices (Sales) or COGS in bulk or selectively to your accounting.

Bulk Export and Export COGS allow you to export invoices and COGS to .cvs in bulk or selectively as well. This is helpful if you need to analyse the settlements/payouts in a spreadsheet.

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