Bulk Updating Trade Rates
When your prices change, you need to update trade rates across multiple products and partners. Bulk updating saves time and ensures consistency across your rate sheets.
When to bulk update
Common scenarios:
Annual price increases — updating all rates for the new season
Commission changes — adjusting commission percentages
New tourism year — rolling over rates to the next period
Currency adjustments — updating rates for exchange rate changes
Promotional periods — applying temporary rate changes
How to bulk update rates
Option 1: Update by percentage
Apply a percentage increase or decrease:
Go to Trade from the main menu
Select Rate Sheets from the hub menu
Click Bulk Update in the toolbar
Choose Percentage Adjustment
Select which rates to update:
- All products or specific products - All rate sheets or specific sheets - All rate types or specific types
Enter the percentage (e.g., +5% or -10%)
Preview the changes
Click Apply Changes
Option 2: Update by fixed amount
Add or subtract a fixed amount:
Click Bulk Update
Choose Fixed Amount Adjustment
Select which rates to update
Enter the amount (e.g., +$10 or -$5)
Preview the changes
Click Apply Changes
Option 3: Replace rates
Set new rates directly:
Click Bulk Update
Choose Replace Rates
Download the current rates as a spreadsheet
Update the values in your spreadsheet
Upload the updated spreadsheet
Preview the changes
Click Apply Changes
Updating commission rates
Change default commission
Update your standard commission:
Go to Trade Settings
Change the Default Commission Rate
Click Apply to All Rate Sheets
Confirm the update
Update commission by partner type
Different rates for different partner types:
Click Bulk Update
Choose Commission Adjustment
Filter by partner type:
- Travel Agents: 15% - Wholesalers: 20% - Tour Operators: 18%
Preview changes
Click Apply
Update specific partner commissions
Select partners to update
Enter new commission rate
Apply to their rate sheets
Partners are notified of changes
Copying rates between periods
Roll rates forward to a new period:
Go to Rate Sheets
Open the rate sheet to copy from
Click Copy to New Period
Select the target tourism year
Apply any percentage adjustment
Create the new rate sheet
Using the spreadsheet method
For complex updates, use spreadsheets:
Export current rates
Go to Rate Sheets
Click Export All Rates
Choose CSV or Excel
Download the file
Update in your spreadsheet
The export includes:
Column | Description |
Product ID | Unique identifier |
Product Name | Product title |
Rate Type | Adult, child, family, etc. |
Current RRP | Retail price |
Current Trade Rate | Trade/net price |
Commission % | Current commission |
Update the values as needed.
Import updated rates
Go to Rate Sheets
Click Import Rates
Upload your updated spreadsheet
Map columns if needed
Preview all changes
Click Apply Import
Previewing changes
Before applying bulk updates:
Review the Preview screen
Check:
- Number of rates affected - Before and after values - Any potential issues
Fix any errors
Confirm you're happy with changes
Click Apply
Notifying partners
After bulk updates, inform your partners:
Automatic notifications
In bulk update settings, enable Notify Partners
Partners receive an email about rate changes
The email includes a link to view new rates
Manual notifications
Complete your bulk update
Go to Trade Partners
Click Send Announcement
Compose your message about rate changes
Select which partners to notify
Click Send
Rollback options
If you make a mistake:
Undo recent changes
Within 24 hours:
Go to Bulk Update History
Find the update to undo
Click Rollback
Confirm the rollback
Restore from backup
For older changes:
Contact support for assistance
We can restore rates from backups
Tips for bulk updates
Always preview first — check changes before applying
Update in off-peak times — minimise partner confusion
Communicate clearly — tell partners about changes
Keep records — document what changed and when
Test with one first — try on one rate sheet before bulk updating all
Best practices
Annual rate updates
Create new rate sheets for the new tourism year
Copy previous year as a starting point
Apply percentage increases
Review and adjust individual products
Publish when ready
Notify all partners
Seasonal adjustments
Update rates for specific periods
Adjust only affected rate types
Preview carefully
Apply and notify
Bulk updating keeps your trade rates current and consistent across all partnerships.