ValueLink offers the ability to import products fees removing the hassle of individually adding/updating the product fee. To understand how to import fee on a client's profile please follow the steps below:
1. From the Dashboard, click on Admin followed by Clients to open the Manage Clients interface.
2. Using the filter select the client whom you would like to import fee on the client profile for.
3. On the Manage Client Information screen, click on Actions followed by Manage State Fee Table or Manage County Fee Table.
4. Whichever option you select whether Manage State Fee Table or Manage County Fee Table you will be redirected to a page where you will have the Actions button available.
4. Upon clicking Action you will be presented with two options to Either:
1. Import Product Fee – Here you can upload the fee table
2. Export Product Fee – Here you can download the already added products or even use this to download the excel templet for the products and fees
5. After selecting Import Product Fee you will be redirected to an interface page where you will need to select the import method either:
- Method 1: Overwrite data - New fee records are added and the existing ones are overwritten ONLY for those provided in the import file.
- Method 2: Delete and Replace Data - All fees in the import file are added and previous fees for ALL under the States mentioned in the import file would be deleted.
6. To import the fees click on Choose file upload the file and click Import File.
7. Once the fee table is successfully uploaded the following notification will be received.
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