Performing bulk actions on your Quote can help save time when trying to edit multiple products in one go. A useful example of when you may wish to use the Bulk Action Tool is to reset pricing and discounts on the Quote lines because the Quote has now expired.
Step 1: Navigate to Additional Options Menu
To perform bulk actions on your Quote, click on the additional options menu and choose the 'Perform Bulk Action' option.
Step 2: Select Quote lines
Using the Bulk Actions tool, you can then choose which Quote lines you wish to update, either by selecting a few or by choosing to select all. Once you're happy with your selection, click 'Choose Action'.
You will then be presented with various Bulk Actions that you may wish to perform.
This article will focus on the Bulk Actions which are specifically for updating Quote lines, such as Set Margin, Set Markup and Reset Pricing and Discounts.
By selecting the Set Margin Bulk Action, you will be able to enter a new margin percentage for the Quote lines selected. You have an additional option to only update lines that are below the desired margin, so higher margins are not affected. Once happy with your selection, click 'Update' and all selected Quote lines will be amended accordingly.
By Selecting the Set Markup Bulk Action, you will be able to enter a new markup percentage for the Quote lines selected. You have an additional option to only update lines below the desired markup, to ensure higher markups are not affected. Once happy with your markup percentage, click 'Update'.
Reset Pricing and Discounts
Resetting Pricing and Discounts can be very helpful if the Quote has expired, as there may be outdated figures. By choosing to reset this option, the selected Quote lines' prices will be updated to reflect current Prices and Discounts featured within your accounting system. To reset, click the 'Reset Pricing and Discounts' option and then click the 'Confirm' button.
For more information on bulk actions, take a look at our article.