Update Order Item Details (Bulk Operation)
There are 2 ways to update order item details in bulk:
Option 1: Update Order Item Details Directly
Option 2: Update Order Item Details Using Excel Template
Option 1: Update Order Item Details Directly
Step1: From the order item list, select order items you want to update.
Step 2: Click ‘Bulk Update’ and then select 'Update Order Item Details'.
Step 3: You will be directed to update order item details page. Update order item details.
Cancel Order Item
Update order item status to 'Customer Order Cancelled' to cancel the order item.
Step 4:Once you have updated order item details, click ‘Submit’.
Once the order items are successfully updated, a green banner will appear at the top of the order item list.
Alternatively, you may download Excel template and fill in order item data on your computer.
Option 2: Update Order Item Details Using Excel Template
Step 1: From the order item list, select the order items you want to update.
Step 2: Click ‘Bulk Update’ and then select 'Update Order Item Details'.
Step 3: You will be directed to update order item details page. Click 'Export Template'.
Step 4: Update order item details in Excel template.
Step 5: Click 'Upload Template'.
Step 7: Select the Excel template from your computer.
Step 8: A confirmation message will appear. Click ‘Replace’ to start the upload.
Once the Excel template data is successfully imported, a green banner will appear at the top of the order item list.
Step 9:Once you have updated order item details, click ‘Submit’.
Once the order items are successfully updated, a green banner will appear at the top of the order item list.
In case you already have Excel template, you can upload the existing Excel template through more option button on vendor quote list.
Using Existing Template
Step 1: Click 'More Options' (...) and then select ‘Update' and 'Order Item Details’ accordingly.
Step 2: You will be directed to update order item details page. Click 'Upload Template'.
Step 3: Select the Excel template from your computer.
Once the Excel template data is successfully imported, a green banner will appear at the top of the order item list.
Updated 3 months ago