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:
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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:
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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.