Items - Bulk Actions


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.

Step      Action

  1.        Select {Quotes/Orders} and then select the Items tab.

  2.        Select entries under Items to action by checking boxes on the left-hand

             side. You can action all entries by checking box to left of {Bulk Actions} under


   3.        Select {Bulk Actions}. A modal window will open.  

   4.       Select entries to action by checking boxes on the left-hand side. Complete

              fields for selected entries.


                Note: Status and Tags can also be bulk removed by selecting the box on

             the right-hand side of Bulk Remove.

   5.       Select {Save}. A results window will pop-up to indicate the selected order items

              have been updated.

   6.       Select X to close pop up results window.