Name of Feature/Request: Bulk Edit of Sales Orders
What financial, time savings, or quality of life improvements will occur from this: The goal of this future feature is to be able to edit information for multiple Sales Orders are once. The client would like to be able to filter Sales Orders by customer and edit the same block of information for all of the Sales Orders at once.Things to Consider: How will bulk editing work when it comes to editing line items on multiple Sales Orders?Suggested Alternative Solutions: Using a custom report filtered by customers to pull up a list of Sales Orders and then editing the information on the Sales Orders one by oneOriginal Description:Hi There,
Is there a way to bulk edit sales orders by the same customer?
For Instance, we bid jobs for the Illinois Department of Transportation, the majority of these jobs are not awarded to us. Is there anyway to change the SO status of the jobs that are not awarded to us?
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Hi There,
Is there a way to bulk edit sales orders by the same customer?
For Instance, we bid jobs for the Illinois Department of Transportation, the majority of these jobs are not awarded to us. Is there anyway to change the SO status of the jobs that are not awarded to us?
StrivenID: 2263632