Oftentimes a group of Consignments will require a field to be updated, for example being assigned to a Carrier Partner. The Bulk Update tool allows for a collection of Consignments to be updated at once.
Bulk Update can be accessed from the Consignments menu.
Performing a Bulk Update
1. Select bulk update mode
To begin, select the bulk update Mode.
- Select "Update Fields".
Setting the bulk update mode to Update Fields
Select the "Select Mode" button to continue.
2. Search consignments to update
Use the filters to search for consignments to update.
- The Warehouse, Client Partner, and Consignment Type must be provided.
Setting filters to search consignments to bulk update
Select the "Search Consignments" button to enter your search.
3. Select consignments to update
You will be presented with a list of consignments which match the filter options.
To select a consignment for bulk updating, select the checkbox on the left of the consignment. Alternatively, you may select all consignments by using the checkbox at the top of the list.
Selecting all listed consignments to bulk update
Select the "Select Consignments" button to move onto the next step.
4. Update consignment fields
This stage is where either one or multiple consignment fields are updated.
Each field will be presented with the Old Value being represented by one of two options:
- (Mixed) indicates the selected consignments have different values for this field.
- (Not Set) indicated the selected consignments do not have values currently set for this field.
To update a consignment field, select the checkbox beside the field, then enter or select the update to make.
For example, you may looking to bulk update the carrier for a collection of consignments. To do so, select the checkbox for Carrier then select the new carrier from the list items.
Updating the Carrier for selected consignments
When ready, select the "Select Fields" button.
5. Review and confirm update
Review and confirm the changes being made to the selected consignments. This is your opportunity to go back and make more changes before confirming the update. Use the "Back" button if required.
To finalise the bulk update, select the "Update Consignments" button.
You'll be presented with the Bulk Fields Update confirmation dialog, prompting you to select the checkbox stating "I understand that this action cannot be undone".
Select the "Confirm" button to finalise.
Confirming a bulk update
6. Update complete
You have now successfully updated the group of selected consignments.
Consignment bulk update completed