The following video discusses using the bulk edit options for quote and order line items in the system to make multiple changes quickly and accurately. It explores bulk editing functionality, practical use of bulk edit, step-by-step instructions and applying and saving changes.
Bulk Edit Options for Quote and Order Line Items
Key Steps:
Access Bulk Edit Option:
Navigate to the quote or order with multiple line items that need editing.
Look for the bulk edit option and click on it.
Select Items to Edit:
Choose the specific line items you want to edit by checking the boxes next to them.
Use filters to narrow down the selection if needed.
Make Bulk Edits:
After selecting the items, proceed to make the desired changes.
Edit fields such as room, delivery options, sales associate, or prices.
Update the changes accordingly.
Apply Changes:
Click on the "Apply" button to see the changes reflected on the quote or order.
For permanent changes, use "Apply and Save" to save the edits.
Bulk Edit for Orders:
For orders, in addition to the standard fields, you can also edit the delivery date.
Select the items, change the delivery date, and schedule if necessary.
Apply and save the changes to finalize.
Cautionary Notes:
Ensure to double-check the changes before applying and saving to avoid errors.
Be cautious when making bulk edits, especially when changing prices or assigning delivery dates.
Tips for Efficiency:
Use filters to quickly select specific items for editing.
Utilize the bulk edit option for tasks that require changes across multiple line items.
Save time by applying changes in bulk rather than editing each item individually.