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.