AuctionGate | Logistic CRM system - How to make mass changes to bills?

The bulk editing feature for invoices provides a convenient way to simultaneously modify repetitive data across multiple records when needed.

To use this feature, follow these steps:

1. In the table, place a checkmark  next to each invoice to which you want to apply changes (Figure 1, Pointer 1).

2. After marking the invoices, a panel with bulk editing options will appear at the bottom of the table. Use the available options in this panel to modify parameters (Figure 1, Pointer 2).

Note: If you check "Select All" (Figure 1, Pointer 3), it will select all invoices, allowing you to apply changes to all of them at once.

Figure 1 - " Bills" page

Available options:

• Deletion of invoices - on the bulk editing panel, select the "Delete" option (Figure 2, Pointer 1). Subsequently, a window will open, where to confirm the deletion, click the "Yes" button, and to cancel, click the "No" button.

Figure 2 - Deletion Option

• Setting an employee - choose the "Set employee" option (Figure 3, Pointer 1), then select the desired employee from the available options and click the "Apply" button (Pointer  2) to save the changes.

Figure 3 - Employee Change Option

Note: The list of employees available for selection only displays those with an "Active" status.

• Sending a notification - select the "Send notification" option (Figure 4, Pointer 1), then choose the desired notification type from the available options and click "Apply" (Pointer  2) to save the changes made.

Figure 4 - Pricing Assignment Option