Batch Updates

Overview

Batch Updates can be used to update multiple selected records in one batch.  Records can be selected using Ctrl + left click or Ctrl + A. A continuous block can be selected by holding down the shift key while selecting the first and last record.

Batch Updates are available for most transaction List Views. They are also available for Edit Views that contain Items.

Batch Updates are also available in the Sales and Service Manager modules.

Settings

Navigation: Main Menu > Setup > Settings > Users (tab) > double-click a User to edit their record.

• Other > Batch Updates - Access Allowed: Checkbox, if checked access is allowed.

• Sales > Sales Batch Updates - Access Allowed: Checkbox, if checked access is allowed.

• Service Manager > Batch Updates - Access Allowed: Checkbox, if checked access is allowed.

How to Apply Batch Updates

⚠️ Batch Updates will ask for a confirmation. If confirmed, batch updates will generally be applied to all the selected transactions, regardless of their status. There are only a few exceptions to this rule (e.g. Opening Stock Check records).

Batch updates will replace the existing data except in a few pricing instances where there are functions to increase or decrease a price by a certain percentage. 

1. Click Actions (button) on the top row of buttons.

2. A Batch Update dropdown list will open to the left of the screen.

3. Select the action you want from the dropdown list.

4. Fill in the adjacent fields.

5. Click Update (button).

   • Note: This button is activated along with the Batch Update feature and appears next to the Batch Update options.

6. Confirm that you want to change the records.

Examples of Batch Update Functions

• Status: Changes the item or transaction status to the selected status.

• Rep: Changes the rep to the one selected. 

• Assign to: Assigns the transaction to the selected user.

• Category: Changes the category to the one selected.

• Reference: Changes the reference to the one selected.

• Due Date: Changes the due date to the one selected on the calendar.

• Prices: Available for multiple price options, e.g. unit or fixed costs. Changes the price to the price typed in the adjacent field.