Bulk Actions allow you to edit sales documents (and subdocuments) in bulk:
- Lock/Unlock
- Update Prices
- Add/Update Sales Order Tag
- Add/Update Sales Order Priority
- Approve/Un-approve Sales Orders
- Force-Close/Open Sales Orders
- Add/Update Delivery Period and/or Delivery Date
- Mark Delivery Notes as Shipped/Unshipped
- Mark Invoices and Proforma Invoices as Paid/Unpaid
- Mark Credit Notes as Applied/Unapplied
- Remove Product
- Swap Product
- Create Invoices against Delivery Notes
Your user permissions determine which documents you can update using Bulk Actions.
From List View, select the document types you want to edit in bulk
Select the documents you want to edit in bulk
Either tick box to select the whole page displayed
Or click [X Selected] and [Select All] to select all entries found after a filter has been applied
Click on [X Selected] dropdown and click [Bulk Action]
Zedonk will confirm how many records you have selected click [Next]
Select the action you want to make and click [Next]
Follow the instructions on screen to select or input the info required, click [Next]
Zedonk gives you a Recap of the action you are about to Perform, select [Perform Action]
Zedonk confirms how many documents have been updated, click [Close]
Some documents might not update because:
- The document is locked.
- Your user does not have permission to edit this document.
- The document did not need updating.
- The customer is On Hold and the hold status does not allow this action.
Back in the list view you can see your updated documents
