How do I mass update job status, job date, invoice number and assign to fields?
Modified on: Fri, 23 Aug, 2019 at 11:21 AM
This feature allows you to mass update the jobs values at one go in the system so that you do not have to open each and every job to make the change.
To mass update many jobs at a time, click on Jobs > Bulk Update option. Under the Jobs Selection section, copy and paste the jobs D.O. No. in the text box. Enter one D.O. No. per line. You can also use a barcode scanner to input the D.O. No. Plug in the barcode scanner, click on the text box and start clicking the scanner. The D.O # will be captured in the text box.
In the Jobs Update Preview section, select or enter the fields that you want to update and click the Preview button. There are 8 fields that you can update, they are:
- Status to
- Invoice No. to
- Date to
- Start Date to
- Assign To
- Run No. to
- Job Type to
- Weight to
Once you have clicked the Preview button, a list of the selected jobs will be shown with the current and the new value to be changed.
Click the Confirm button to update. The new values will be updated in the job list.
For more details, refer to our tutorial.
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