How to bulk edit a Sale

This guide is for bulk editing sales, making it an essential resource for anyone looking to update their records to reduce time and error. The bulk editing feature may be used if after sale if the invoice needs an adjustment with the pricing, the remeasure changed the measurements, selections, quantity, etc.

1. Navigate to and click the Sale number to open the Sale page

2. Click on the Line Items banner to view the full list of Sale items

3. Click "Bulk Changes" on the Line Items banner

4. Click all appropropriate items to adjust in bulk

Tip! A bulk change will update all records to the selection(s) made

5. When ready, click the "Next" button

6. Choose what type of bulk change to make, click 1 option from the list, i.e. "Change product and style"

7. Click the "Next" button

8. Where appropriate choose the appropriate updates that will apply to all bulk changes

9. When done, click the "Next" button

10. Review the changes, then click "OK"

11. During processing, popup notifications will appear directing to you when it's ready to proceed to the next screen.

Alert! Pay attention to any line item that shows the red alert icon noting an error on the change. The error is likely a missing details in the record that needs to be fixed before order

12. Click on the arrow next to the alert error icon to view what the error is

13. Make the necessary changes then click "Next"

14. When the change has been adjusted, click the "Done" button

15. If the record is saved by clicking "Done" without the error being addressed, the Sale page and under Line Items banner, it will show an error alert

16. To edit a single line item, navigate to the Line item and click the pencil icon to edit

17. The error will explain what to fix, navigate to the detail that needs to be updated, i.e. click "PLEASE SELECT" dropdown and make a selection

18. To finish updating the Line Item, click the "Update Line #" button