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.
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Step 2: Click ‘Bulk Update’ and then select 'Update Order Item Details'.
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Step 3: You will be directed to update order item details page. Update order item details.
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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’.
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Once the order items are successfully updated, a green banner will appear at the top of the order item list.
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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.
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Step 2: Click ‘Bulk Update’ and then select 'Update Order Item Details'.
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Step 3: You will be directed to update order item details page. Click 'Export Template'.
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Step 4: Update order item details in Excel template.
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Step 5: Click 'Upload Template'.
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Step 7: Select the Excel template from your computer.
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Step 8: A confirmation message will appear. Click ‘Replace’ to start the upload.
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Once the Excel template data is successfully imported, a green banner will appear at the top of the order item list.
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**Step 9:**Once you have updated order item details, click ‘Submit’.
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Once the order items are successfully updated, a green banner will appear at the top of the order item list.
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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.
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Step 2: You will be directed to update order item details page. Click 'Upload Template'.
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Step 3: Select the Excel template from your computer.
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Once the Excel template data is successfully imported, a green banner will appear at the top of the order item list.
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Updated 14 days ago