π Bulk Update in VinAR-ERP
Need to update the same field across multiple records? Instead of editing them one by one, Bulk Update lets you update them all at once!
π How to Use Bulk Update
To access Bulk Update, go to:
β‘ Home > Settings > Bulk Update
Example Scenario:
Imagine you have 20 Quotations where the Territory is set to "All Territories", but you need to change it to "France". Instead of updating each Quotation manually, you can use Bulk Update.
πΉ Steps to Bulk Update
1οΈβ£ Open Bulk Update.
2οΈβ£ Select the Document Type, e.g., Quotation.
3οΈβ£ Choose the field to update, e.g., Territory.
4οΈβ£ Enter the new value, e.g., France.
5οΈβ£ (Optional) Add conditions, e.g., only update records where Status = "Draft".
6οΈβ£ Set a limit on the number of records to update.
7οΈβ£ Click "Update", and you're done!
π VinAR-ERPΒ will now update all matching records automatically!
β οΈ Important Notes
- You can only update fields that are editable at the document's current stage.
- For example, the "Valid Till Date" cannot be updated for submitted Quotations.
π‘ Bulk Update saves time and reduces errorsβkeep your data up-to-date effortlessly!