Sales Orders - Bulk Actions

Bulk Actions allow you to edit sales documents (and subdocuments) in bulk:

• Lock/Unlock
• Update Prices
• Add/Update Sales Order Tag
• Update Selected Documents Dates
• Add/Update Sales Order Priority
• Approve/Unapprove Sales Orders
• Force-Close/Open Sales Orders
• Add/Update Delivery Period and/or Delivery Date
• Mark Delivery Notes as Shipped/Unshipped
• Mark Invoices and Proforma Invoices as Paid/Unpaid
• Mark Credit Notes as Applied/Unapplied
• Remove Product
• Swap Product
• Create Invoices against Delivery Notes

Warning: Your user permissions determine which documents you can update using Bulk Actions.

Tip: To inactivate multiple sales orders simultaneously, a bulk action feature is available upon request in Zedonk. Contact [email protected] for further details.

#From List View, select the document types you want to edit in bulk

#Select the documents you want to edit in bulk

Either tick box to select the whole page displayed

Or click [X Selected] and [Select All] to select all entries found after a filter has been applied

#Click on [X Selected] dropdown and click [Bulk Action]

#Zedonk will confirm how many records you have selected click [Next]

#Select the action you want to make and click [Next]

#Follow the instructions on screen to select or input the info required, click [Next]

#Zedonk gives you a Recap of the action you are about to Perform, select [Perform Action]

#Zedonk confirms how many documents have been updated, click [Close]

Some documents might not update because:

• The document is locked.
• Your user does not have permission to edit this document.
• The document did not need updating.
• The customer is On Hold and the hold status does not allow this action.

#Back in the list view you can see your updated documents

Tip: It is not possible to create delivery notes in bulk for Sales Orders. If you are looking to create pick tickets or delivery notes in bulk, you can do so with the Stock Allocation module.