In this video, we demonstrate how to bulk edit ETAs for multiple purchase order items, making it faster and easier to manage large orders. We also show you how to import POs directly from the PO report to update expected delivery dates. To bulk edit your ETA, simply select the items, click the ETA field, and set the date using the calendar. Additionally, we explain how to upload ETAs from a template by downloading it from the import section.
Bulk Editing ETAs for Purchase Orders
Objective
This SOP outlines the steps to bulk edit expected delivery dates (ETAs) for multiple purchase order items efficiently.
Key Steps
Step 1: Access the Bulk Edit Feature 0:00
Navigate to the Purchase Order (PO) report.
Locate and click on the Bulk Edit button.
Step 2: Select Items for ETA Update 0:10
In the Bulk Edit section, select the items you wish to update.
Step 3: Set the New ETA 0:30
Click into the ETA field.
A calendar will appear; select the desired date.
Click Set and then click Done.
Step 4: Upload ETAs from a Template 0:42
Click on the Import button located under the Bulk Edit section.
Download the required template by clicking the provided link.
Step 5: Fill Out the Template 0:54
Open the downloaded template.
Enter all relevant information, ensuring to fill in the ETA field.
Step 6: Import the Updated Template 1:03
Save the filled template.
Return to the Import section, click Import.
Confirm by clicking Yes to continue.
Locate and select the saved template, then click Open.
Click Yes to proceed with the import.
Step 7: Coordinate and Communicate 1:22
Use the updated ETAs to improve coordination in receiving, planning, and communication with customers.
Cautionary Notes
Ensure all data entered in the template is accurate to avoid import errors.
Double-check the selected items before finalizing the ETA updates.
Tips for Efficiency
Regularly update ETAs to maintain accurate delivery schedules.
Use the template for bulk updates whenever possible to save time.