Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. The system will determine if a recalculation needs to be done based on the Bulk Actions tool being used and the fields that are being updated.


Item(s) can be bulk actioned from the Item View or Order View pages.

  • From the Quotes/Orders page, bulk actions can be used to update: 
  • Quotes/Orders
  • Statuses



  • From the Quote/Order/Product view page, bulk actions can be used to update:
    • Items
    • Stocks
    • Department Items
    • Notes
    • Statuses




Step      Action

  1.        Select entries to action by checking boxes on the left-hand side. You can action all entries 

             by checking box above Number column.

  2.        Select {Bulk Actions} and then select an option from the drop-down. 

             A modal window will open based on drop-down selection.

  3.        Make desired changes.


Items
Select items by checking boxes on the left-hand side and then complete the associated fields and select {Save}.
Note: Status and Tags can also be bulk removed by selecting the box on the right-hand side of Bulk Remove.

List of All Items Bulk Action Fields:

  • Time Sensitive
  • Graphic Due Date
  • Press Due Date
  • Finishing Due Date
  • Shipping Due Date
  • Item Due Date
  • Queue
  • Item Type
  • Graphic Artist
  • Assigned To
  • Commission Contact
  • Commission % / $ and Amount
  • Item Price
  • Discount % / $ and Amount
  • Calculate By
  • Unit of Measure
  • Quantity
  • Versions
  • Sheets
  • Pages
  • Sets
  • Overs
  • Waste
  • Proof Status
  • Parent Cut To
  • Parent Cut Outs
  • Pre Cuts
  • Pre Cut Price
  • Run Size
  • Flat Size
  • Finish Size
  • Up
  • On
  • Post Cuts
  • Post Cut Price
  • Outsourced Stock
  • Number of Sides
  • Press
  • Wide Format Type
  • Wide Format Mode
  • Single Sided Black Sheets
  • Single Sided Color Sheets
  • Double Sided Black Sheets
  • Double Sided Color Sheets
  • Double Sided Mixed Sheets
  • Ink Coverage
  • Side 1 Aqueous Coating
  • Side 2 Aqueous Coating
  • Item Name
  • Item Description
  • Status (Bulk Remove)
  • Tags (Bulk Remove) 
  • PMS Inks Side 1
  • PMS Inks Side 2
Stock
Add stock by checking box on the left-hand side, above stock name, and then select {Add}.

Note: Changing to a different size stock will automatically adjust the following:
  • Run size values will update based on the width and length values on the stock
  • If the Parent Size is different than the previous parent size, the Pre-Cut To size values will clear
Notes
Complete applicable Note fields and then select {Save}.

Department Items

Add department items by using the {+} button on the left-hand side of Name and then selecting {Add}. 
Statuses
Select options from the drop-downs to add or remove Statuses and then select {Save}.


 

      A results window will pop-up to indicate the selected items updated successfully.