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.



Bulk Action - Quotes

Step      Action

  1.        Select {Quotes}. The page should open on the Quotes tab.

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

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

             under Quotes.


  3.        Select {Quotes} from the Bulk Actions drop-down. A Bulk Actions 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 quotes

           have been updated.



Bulk Actions - Statuses

Step      Action

  1.        Select {Quotes}. The page should open on the Quotes tab.

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

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

             under Quotes.

  3.        Select {Statuses} from the Bulk Actions drop-down. A Bulk Actions modal will open.       

  4.        Select status options to Add and/or Remove.

  5.        Select {Save}. A results window will pop-up to indicate the selected orders have been updated.