Zedonkopedia / Sales Orders / Bulk Updates and Imports

Sales Orders - Bulk Actions

You can Edit a selection of Sales Documents at once:

- Lock / Unlock Selected Documents, 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, Shipped/Unshipped Delivery Notes, Paid/Unpaid Invoices and Proformas

Bulk Actions will take in consideration your user permissions and only allow you to update documents your user is allowed to update.

Select the documents you want to apply the action to

Click corner 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 to the list view where you can see your updated documents

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