Bulk Edit

Bulk Edit, Multiple Changes

Doug Heckmann avatar
Written by Doug Heckmann
Updated over a week ago

The Bulk Edit feature allows you to override changes on multiple items at one time so you can complete tasks more efficiently. You can utilize Bulk Edit in your catalog, quotes and/or orders.

In the catalog select your desired items to Bulk Edit:

Select "More" at the top of the page, then "Edit".

  • The right menu panel will appear with a list of options for you to select from.

  • Select a detail to change and if there were previous values listed, it will appear once you click it.

  • Make the change in the open text field and once you are done select "Update."

  • You will receive a green notification that the changes have been made. You can view these changes in the Bulk Edit window or click into the product details page for further review.


In an Order or Quote go to the 3-lined Menu (top left hand corner) >  Select Department or account under Customers > Select Quote or Order to Bulk Edit

  • Once you have selected your quote or order, select the items you would want to Bulk Edit. Once selected, you will see the "Bulk Edit" button appear on the top right hand side. 

  • Select "Bulk Edit" and a side panel will appear for next steps. You will notice a drop-down next to "Field." Click the drop-down and select a specification to make multiple changes on. 

  • A new field will appear where you will be able to write in a value for the change you are making. 

  • Click Update once complete. The changes will reflect on all the items you have selected for the Bulk Edit change. 

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