“Oops I made a mistake.” Re-Aliasing is actually a two step process. Every month as you import Sales and Commissions and alias, you teach the artificial intelligence tool of Repfabric, (or what we like to call the dictionary of aliases for your company) to memorize these aliases. If you made an error in haste or by not knowing the right details, it can be fixed. The fix involves 1) cleaning up the dictionary of aliases, and 2) fixing any past imports that are incorrect.
Part one: Altering the future
Go to Data Management>Import Transactions>click on “Aliasing” from the menu on the left, click “Browse Alias”, then choose from the drop down menu. Click “Customer” or “Distributor” depending on what company type you are re-aliasing.
Type in the name of the one you want to fix.
Click the pencil on the far right to edit that particular alias.
There is a second step to fix previously loaded batches. To fix those after you correct the alias, click here for Part 2: Changing the Past.
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