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B2BROKERHow to bulk edit payment plans
Set one payment plan for a folder of symbols and a folder of trading groups across several IB types in a single operation in the B2CORE Back Office
This article shows how to set the Lot payment plan of 10 USD for closed positions on every symbol in the Shares\Shares Asia symbol group, for every trading group in the real\OX\Cash\Vip folder, for two IB types at once. The same steps apply to any other selection: replace the folders, IB types and payment plan with your own.
The Bulk Edit page is available to users with the View bulk payment plan operations permission; creating an operation requires the Create bulk payment plan operations permission. For details, refer to Bulk Edit.
Go to Introducing brokers > Program > Bulk Edit and click Create.
In the Platform field, select the trading platform, for example the MetaTrader 5 platform OXSHARE Live. The payment plans, trading groups and symbols available below depend on this choice.
In the IB types field, type at least two characters of an IB type name and select it from the list. Repeat for the second IB type.
To apply the change to every IB type, leave the field empty. A warning below the coverage line reminds you that the change then applies to all IB types, including tiers with a different rebate.
In the Trading groups field, type Vip and select the folder entry real\OX\Cash\Vip\*. The folder covers the group with that path, if one exists, and every trading group below it, so you do not need to select the groups one by one. Type a path ending in \* (for example real\OX\Cash\Vip\*) to jump straight to that folder; entries you have already selected, and everything under a selected folder, are hidden from the search results.
In the Symbols field, type Shares Asia and select the folder entry Shares\Shares Asia\*. Symbol group folders exist only on MetaTrader 5; on other platforms, select individual symbols.
Check the Coverage line, for example 2 IB types · 15 trading groups · 39 symbols · 1,170 plan rows. It shows how many payment plan rows the operation will create or replace. If a warning says the selection exceeds the row limit, narrow the selection before you continue.
Under Operation, keep Set payment plan selected.
From the Payment plan dropdown, select Lot. In the Currency field, select USD, and in the Amount field, enter 10. For other payment plans and their fields, refer to Payment plans and How to set up a payment plan for symbols.
In the Position field, select Closed.
Click Apply. The operation is queued, and its details page opens. A snapshot of the payment plans that exist in the selected scope is saved before anything is changed.
Wait until the status changes from Pending or Processing to Completed. The page refreshes automatically and shows the number of processed rows out of the total. If some rows could not be processed, they are listed in the Errors table with the IB type, trading group and symbol.
An operation replaces the existing payment plans of every selected symbol for the selected IB types, including plans that were configured manually. Check the coverage line before you click Apply. To revert a completed operation, contact the B2BROKER support team and provide the link to the operation's details page (or its date and time from the list): the saved snapshot is used to restore the previous payment plans.
Removing payment plans
To remove payment plans instead of setting them, fill in the Platform, IB types, Trading groups and Symbols fields in the same way, select Remove payment plan under Operation, and click Remove. The payment plan fields are not shown for this operation.
Notes
- Archived trading groups and symbols are never included in an operation.
- Bulk operations and CSV imports run one at a time. A new operation stays in the Pending status until the previous one finishes.
- The Max amount payment plan can be set only when exactly one IB type is selected.
- The Bulk edit button on the Symbols tab of an IB type opens the same form with that IB type preselected. On the Platforms > Symbols page, the Bulk edit button above the list opens an empty form, and the Bulk edit icon in a symbol's row opens the form with the platform and the symbol preselected.
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