Bulk Edit

Use Bulk Edit to apply one field value to multiple selected products in a Project, Quote, or Order. Edit Catalog products individually until multi-product editing is supported.

In Catalog, edit products one at a time:

  1. Open Catalog and select one product.

  2. Open “More” and choose “Edit” to open the single product editor.

  3. Make and save the change in that product’s editor, then repeat for each other product.

In a Project, Quote, or Order:

  1. Open the item from the relevant category in Product Lifecycle Management (buyer view) or Customer Relationship Management (seller view).

  2. Select the products to edit and open the “Bulk Edit” menu. Choose “Edit Products.”

  3. In the Bulk Edit drawer, choose a field, enter the new value, and review the listed values for the selected products.

  4. Choose “Update” to apply the change to all selected products.