Got a lot of Settlements to refresh, delete, send to your accounting, or export into csv? If you enable Bulk Actions, you can carry out these actions on any or all settlements imported into A2X.
How do you turn it on? There is a little wrench icon in the settlements block:
If you click on it, the dropdown shows two options. One is "Enable Bulk Actions":
When you click on "Enable Bulk Actions", your options for bulk actions appears:
"Refresh" is useful for when you have uploaded new costs for your SKUs for COGS calculations. You can selectively refresh the settlements that you wish the new costs to be applied and leave others that are calculated with the previous average costs.
You also use bulk "Refresh" of settlements when you want to apply an new Invoice Setting such as Group Sales by Product Type.
When you change from one Invoice Setting to another, say, from Group all Sales to Group Sales by Product Type, you need to refresh all your settlements so that the change applies to Accounts and Taxes. Once settlements are refreshed, you can reset your mapping in Accounts and Taxes.
Just check the top check box and click "Apply":
The "Delete" Bulk Action is used rarely as A2X is a good place to keep your settlement history even after you send settlements over to your accounting. Reasons why you might need to delete multiple settlements is if some are duplicates or the Amazon account you connected is, on second thought, is not the one you wanted to connect. In this case, you would want to disconnect and reconnect to the desired Amazon account. If the settlement is negative or totals zero, it is important to still send the settlement to account for those transactions, so it is important to not delete them.
You can send both Invoices (Sales) and COGS in bulk or selectively all at once to your accounting.
You can also "Export" Invoices and COGS to csv in bulk or selectively all at once as well. This is helpful if you need to analyze the settlements in a spreadsheet.
Please allow for as much as half an hour if you have 10 or more settlements to take bulk action on.