Products - Bulk Actions


Overview


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 {Settings} and then select Products under Online Ordering section.

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

             side. You can action all entries by checking box above Number column.

  3.        Select {Bulk Actions} and then select an option from the drop-down. A modal window will open.

   4.       Bulk action selected items.


Products
Select items by checking boxes on the left-hand side and then complete the associated fields.

Note: Status and Tags can also be bulk removed by selecting the box on
              the right-hand side of Bulk Remove.

Contact Access
Select contacts to be bulk added by checking boxes on the left-hand side of Contact Name.

Portal Access
Select Portals to be bulk added by checking box on the left-hand side of Portals and then selecting option from the drop-down menu.

Note: Portals can also be bulk removed by selecting the box on the right-hand

side of Bulk Remove.




 

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

              have been updated.