How can I use Batch Edit to change information on multiple Orders?
This article is a step-by-step walk-through to help Technicians efficiently use Fixably to Batch Edit Information on Orders.
Written by Annukka Matilainen
Updated at September 24th, 2024
- From the Navigation Sidebar, click Orders and then Batch Edit.
- In the Batch Edit panel, you can add multiple Orders to edit.
- Once you have the Orders added to the list, click Add.
- Select the Orders before making any edits.
- Options that you can change on the selected Orders include: Customer reference, Change service location, Change queue, Change status, Change shipping method, Change technician and Add Note.
- Select the Edit button beside the information you would like to change. Use the options provided, and select the information that Fixably will update on each Order.
- When all of the changes have been made, click Save. You can also Undraft, Receive, Take assignment, Dispatch, Close and Order ready on a batch of Orders.
- A notification will appear indicating that the changes have been saved.
- A Note will be left on each Order with details about the Batch Edit.
