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}. The page should open on the Quotes/Orders tab.

  2.        Select entries under Quotes/Orders to action by checking boxes on the

             left-hand side. You can action all entries by checking box to left of {New}

             under Quotes/Orders.

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


   4.      Complete the fields. The selection box on the left-hand side will automatically be checked when

           the field is filled out.


           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 orders

           have been updated.