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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

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  1. From the Navigation Sidebar, click Orders and then Batch Edit. 


     
  2. In the Batch Edit panel, you can add multiple Orders to edit. 



     
  3. Once you have the Orders added to the list, click Add. 



     
  4. Select the Orders before making any edits. 



     
  5. 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. 


     
  6. 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.



     
  7. 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. 


     
  8. A notification will appear indicating that the changes have been saved. 



     
  9. A Note will be left on each Order with details about the Batch Edit.


     
bulk edit modify multiple altered update batch batch edit batch change order edit change bulk batch order orders

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  • How do I change which Customer is attached to an Order?
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  • How can I use Batch Edit to manage Shipments for multiple Orders?
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