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 performed based on the Bulk Actions tool being used and the fields that are being updated.
Option 1: Bulk Action - Orders
- From the Side Navigation Menu select Orders
- Check the box to the left of the Order # on one or more orders
- Select Bulk Actions > Orders from the orders menu
- Make the necessary adjustments to the available settings in General and Financial.
Note: Status and Tags can be Bulk Removed by entering a Status and then selecting Bulk Remove. - Click Save.
Note: The Financial section can be hidden from specific users in Security.
Navigate to Settings > Admin > Security
Click on a Role to edit
Uncheck the Financial option in the center column under Orders
Option 2: Bulk Action - Statuses
- From the Side Navigation Menu select Statuses
- Check the box to the left of the Order # on one or more orders
- Select Bulk Actions > Statuses from the menu
- Select status options to Add and/or Remove
- Click Save