Update the existing sales orders in bulk. In this section, we've outlined the varied changes you can make to multiple sales orders in the easiest way.
- On the left menu panel, under the Orders tab, Sales Orders will appear. Click on it.
- Now you can see the Sales Order list.
- Select the Order Ids to which you want to make changes.
- You can either 'select all' by ticking the checkbox preceding to the Order id column name or click on the check boxes preceding the Order Ids you want to make changes.
Selecting all Order Ids
Choosing selective Order Ids
- After selecting the order ids, click on the three vertical dots, next to the Delete button.
- Select Bulk Edit option from the dropdown list.
Performing bulk edit on a specific set of sales orders (uploading CSV file or spreadsheet table)
The new bulk edit wizard offers an additional feature. Users can now either upload a CSV file or enter the Order ids in a spreadsheet. Bulk edit will be performed only on those specific orders. There is no need to select the orders prior.
Follow the below steps:
- Without selecting any order ids, click on the three dot menu and select Bulk Edit.
Select Label Type window will pop up with two options to upload sales orders for bulk edit - 'Upload CSV' or 'Spreadsheet Table'.
To Upload CSV
Note - Under this condition, along with the order Ids, you can add custom fields as well (maximum 5 fields) in the CSV file and directly update only the custom fields.
- Select Upload CSV radio button.
- Click on Next.
- After clicking on Next, you'll be asked to Upload CSV. Either drop a CSV file or browse the required file from your system and upload.
- Click on Upload file then click on Next.
- The spreadsheet table will get displayed.
- Click on Next.
Make sure the order ids added are all valid.
Also if you are adding the custom fields, make sure the field name and field values are valid. The custom fields can be edited in the spreadsheet itself. As soon as the update process gets completed successfully, you can close the window.
In case the custom field is a checkbox - you can make any text entry like true-false, yes-no, 0-1 or off-on.
In case the custom field is a date field - enter date in yy/mm/dd format.
In case the custom field is a picklist or drop-down list - make sure all the values present in the list are entered in CSV file.
Do not close the window or click on the Back button while the update process takes place.
- After the update process is completed successfully, close the window and the process will end. Custom fields for the mentioned order ids will get updated.
If the spreadsheet table contains only order ids, click on Next to proceed with further steps.
Check - Sales Order Bulk Edit Wizard - Step by step process section for further process.
In case in the Select Label Type, if you Select Spreadsheet Table radio button and then Click on Next.
Directly, the spreadsheet table will open where you need to enter the Order Ids on which you want to perform bulk edit. Make sure to enter valid order ids.
Note - You can also add column/columns to edit custom fields in the spreadsheet itself. (Left click on the table column and select insert new column left-right)
- Once orders ids (also custom fields if any) are entered, click on Next.
(Spreadsheet with order ids and custom fields will get instantly updated)
Below is the screenshot of the spreadsheet table, excluding custom fields
Whether you select Order Ids, upload CSV (only with order ids) or enter order ids in a spreadsheet, the next set of steps are the same for all.
>>>Sales Order Bulk Edit Wizard - Step by step process
- Sales Order Bulk Edit Wizard will open where you can first see the 'Select Fields' window. Maximize the screen if needed.
NOTE - You can select maximum 5 fields to perform bulk edit.
To edit the Sales Orders in bulk:
a. You can type one by one search field you want and tick the checkbox as the field appears.
b. Select fields (max 5) as per your requirement from the different segments as displayed below.
As an example, we have selected 3 fields - 'Due Date', 'Default PriceBook' and 'Billing City'.
c. You can also select all fields of a particular section at a time by clicking on the checkbox, preceding the main heading of the segment. However, a maximum of 5 fields will only be selected.
The number of fields selected will be visible.
If you don't want to continue with the fields you've set then you can click on the Reset All button and start again with fields selection.
Let's continue with the selected fields - 'Due Date', 'Default PriceBook' and 'Billing City'.
- Once the fields are selected, click on Next.
- Generate form will appear where you can fill the fields.
- If it's a text field, type the necessary text.
- If it's a dropdown, select the required option from the list.
- If it's a date field, just click on the field, a calendar will appear, select the date you want.
- Enter the relevant information and proceed to Next step.
- Here on the Confirmation window, you can see the field names and respective field values of the Sales Orders that will be affected.
- If you want to proceed with the edit, click on Next.
- Then comes Processing. If you are sure to continue with the bulk edit, click on Start Updating.
- The execution process starts.
- You can see one by one updates of the fields. Just make sure, you do not click the Back button on your browser or close the window, as the update takes place.
- When the update process gets completed successfully, click on Next.
- Here in History, you can see the status and description (old value and new value) of the Sales Orders modified by the user, along with its last modified date and timing.
- If you want to continue with the bulk edit process, click on Update Again button or simply close the window, if you are done with the changes.
Updated 7 months ago