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How to Bulk Edit Operations, Production Orders or Sales Orders
How to Bulk Edit Operations, Production Orders or Sales Orders

Learn how to change Operations, Production Orders or Sales Orders in mass

David Andrade avatar
Written by David Andrade
Updated this week

You might want to edit your operations in bulk to attach a new machine, or change the start date of a group of Production Orders or even print documents in bulk for your Sales Orders, in this article we explain how to do it.

1. Click in the Operations (A), Production Orders (B) or Sales Orders tab (C).

2. Choose the Operations, Production Orders, or Sales Orders you wish to edit.

Firstly, you should utilize the filters to narrow down the displayed entities.

Afterwards, in order for the bulk actions to be presented, you should click in one of the rows, where the arrow is pointing.

You can either select the entities individually by clicking on each row, or you can choose to select them all by pressing the 'select all' button. By doing so, all entities, taking into account the currently applied filters, on the current page and subsequent pages, will be selected and, consequently, edited.

Please be aware that you can also use this method to deselect a specific row if you do not wish to apply changes to that specific one.

3. Choose the option that you want to change

Options for production orders bulk actions:

Options for sales orders bulk actions:

Options for operations bulk actions:

4. Insert the new information and click in Confirm

To see what these options mean check here for Operations, Production Orders or Sales Orders.

How to bulk edit, using the Table Filters?

FAQs:

1. How can I disable or apply the "multi" setting to operations in bulk?

Please contact the support team via chat or reach out to your account manager to proceed with the request.

Need help? Request a Fusion Operations expert to contact you here.

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