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Mass Actions – Mass Credit / SMS

Overview

The Mass Actions section allows administrators to perform mass crediting or send customized SMS messages to multiple customers at once. This is facilitated through a structured CSV upload process, ensuring bulk actions are streamlined and accurately targeted.

![Meter Action SMS / Credit](assets/mass sms1.jpg)

![Meter Action SMS / Credit](assets/mass sms2.jpg)

User Access

  • Access Restriction: Only admin-level staff with the appropriate permissions can access and operate within this section.

Interface Layout

1. CSV Template Panel

  • Download Sample CSV: A sample template is provided for users to download and structure data correctly before upload.
  • Upload Field: Users can upload the completed CSV file using the Choose File button and initiate the action by clicking Import.

2. Table Preview (Post-upload)

Once a CSV is uploaded, the customers listed in the file appear in a preview table with the following columns:

  • ID
  • First Name
  • Middle Name
  • Last Name
  • Balance
  • Average Weekly Usage (kWh)
  • Type: Denotes the type of customer connection (e.g., residential, commercial). Not related to SMS or credit function.
  • Status: Displays whether the customer is active or inactive (from customer records, not related to the credit/SMS process).
  • Latest Comment: The last recorded internal comment on the customer account (informational only).

3. Process Board Button

Clicking Process Board takes the user to a detailed summary of all CSV uploads processed in this section. It displays:

  • Upload batch status: Successful, Failed, or Partially Successful
  • Allows users to track the progress or troubleshoot upload issues.

Functionality Details

✅ Mass Credit

  • Credits are issued to multiple customers based on values in the uploaded CSV file.
  • Each row in the CSV corresponds to a customer and credit amount.

📩 Mass SMS

  • Custom messages can be sent to customers.
  • Message content and recipient details are defined within the same CSV file.
  • Note: The same upload interface is used for both crediting and SMS sending depending on the structure and intent of the uploaded data.

Important Notes

  • The structure of the CSV is strict and must match the sample provided to avoid errors.
  • Status and Latest Comment columns in the table preview are only for reference and not used in processing credit/SMS actions.

Example Workflow

  1. Admin downloads the sample CSV template.
  2. Fills out customer IDs, credit values, or SMS content in the structured format.
  3. Uploads the file using the provided input field.
  4. Views a preview of the uploaded data.
  5. Clicks Import to process.
  6. Reviews status through the Process Board for results and troubleshooting.