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Updating Purchase Orders in Bulk

Last updated 22/01/2021

How to update multiple Purchase Orders at one time using the Bulk Update feature.

Overview


You can update multiple Purchase Orders at the same time, using a feature called Bulk Update.

This feature may be useful for updating all orders with the same value, for instance ETD dates. You can also use this feature to update multiple lines at the same time - this may be useful if you need to quickly enter different courier tracking codes against multiple orders in one go.

To enable this feature, you must first choose the fields you'd like to Bulk Update from the settings page. For information on how to do this see Purchase Order Settings.

 

Bulk Updating Fields


To bulk update fields:

  1. From the left navigation, select Purchases and then select Purchase Orders.
  2. Select the orders that you'd like to update.
  3. Hover over the Actions button, then select Bulk Update.
  4. The screen that follows shows the orders that have been selected, plus the fields you can update.
  5. Either:
    Enter a value in the header row (dark grey) to populate all fields below it with the same value,
    - or -
    Enter a value against each order (light grey or white), to update the fields with different values.
  6. Select Save to apply the changes.

FAQs

Can I bulk update the Fully Received date?

No. Each order must be manually dispatched, by either editing the order and entering a Fully Dispatched date, or using the Auto-Dispatch feature.

I'd like to Bulk Update a field that isn't available in the settings. Is this possible?

Yes. Contact Cin7 Support with the name of the field you'd like added.