Batch Updates

Multiple records can be changed simultaneously using a function named Batch Updates.

Batch Updates on reports (list views) are under: Actions (button) > Batch Updates and opens a dropdown list on the right when clicked.

Batch Updates on transactions might appear on the top row or above the detail line of the transaction items.

Dropdown lists for item batch updates are created next to or replacing the Batch Update button.

Batch Update Interface

How to Use Batch Updates

This is an example of using the Batch Update feature to change the Status of inventory items.

1. Navigate to Items (Main Menu > Setup > Items).
2. Click Actions (button) > Batch Update.
3. Select the applicable Items
   • Use Ctrl + left click to select multiple random items or Shift + left click to select multiple continuous items.
4. From the Batch Update dropdown list, select Status.
5. From the newly opened Status dropdown list select a new Status (e.g. Pending).
6. Click the Update (button).
7. Confirm that you want to change the items.