Bulk update sales orders

Bulk update sales orders

Overview

You can update multiple Sales Orders at the same time. You can update all orders with the same information, or you can update specific orders with different information.

Bulk update sales orders

To update multiple orders at the same time:

  1. From the left navigation select Sales and then Sales Orders.

  2. From the Sales Orders list page, select the Sales Orders you would like to update.

  3. Hover over the Actions button, and select Bulk Update.

  4. In the next page you can either update all selected orders with the same information, by entering it into the fields in the dark gray header row. Once you have entered data into the header row you will see that it is copied to all orders. See Stage in the example below.
    - or -
    Update individual orders with different information by entering data into the relevant fields. This is helpful if you want to enter large amounts of data quickly. See Tracking Code in the example below.

  5. Select Save to save all the data that has been entered.

Add new fields to bulk update

There are some additional fields not included in the Bulk Update page by default.

  • Project Name

  • Tracking Code

  • Carrier

  • SSCC No

  • Internal Comments

  • Delivery Instructions

  • Customer PO No

  • ETD

  • Payment Terms

  • Invoice Date

  • Stage

  • Discount Description

  • EDI Status

  • Accounting Import Status

  • Delivery Country

  • Billing Country

  • Cancellation Date

  • Merge Sizes

You can add these to bulk update in the sales order settings.

FAQs

Can you bulk update the Fully Dispatched date?

Because the Fully Dispatched date triggers other functions in the system, it is not possible to dispatch orders in bulk.

There is no option to bulk update [this field]?

Double check the settings; the field you want may already be available but not switched on (see above). If you cannot find it, contact the Cin7 Omni Support team to investigate adding it for you.

How do I Invoice multiple customers at the same time?

You can bulk update the invoice date in a Sales Order which will create the invoices. Then, you can bulk email customers.

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