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Overview

Excerpt

The system allows changing the truck date and/or carrier information of a group of Prebooks using the Prebook mass update option available from the Prebook Summary screen.


Warning

Please note: Only Admins and Sales Manager roles can use this option.

Here are the instructions to do so

Ui steps
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Ui step

Go to Prebooks & SOs > Prebook Summary.


Ui step

Use the filters in order to find the group of Prebooks that you want to change the information to.


Ui step

Once you get the results, click on the "Actions" button and select the Mass Update option.


Ui step

Change the Truck Date and/or carrier information and save it.


Ui step

The system will automatically update any Prebooks resulting from the search with any changes made on the Mass Update window. It is important to point out that the system will only change the information on the fields used. If either one is left blank, it won't affect any of the Prebooks previously filtered.



Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "mass-update-prebooks" , "edit-prebook" , "edit-prebooks" )
labelsmass-update-prebooks edit-prebooks edit-prebook


Ui text box
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(lightbulb) Roles enabled to perform this action: Admin, Sales Manager.


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