Orders - 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}. 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 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 orders

             have been updated.

   6.     Select X to close pop up results window.