Sale Bulk Actions



DEAR allows executing some actions in bulk for selected purchase/sale tasks in the View All Purchases/Sales screen.


Prerequisites:

 

By checking one or more boxes next to individual purchases/sales, the bulk action toolbar will appear. Explanations for each of the bulk actions can be found below. 





Fill & Authorise


This set of actions allows to quickly auto-fill and authorise several steps in sale process. It is only available for Sale processes. 

If any action cannot be performed on a sale in the list (if the prerequisites for that action have not been met), the action will be skipped, or an error will be reported for the sale and the action will be skipped. Each sale is processed independently from the other sales. Sales are processed sequentially from top to bottom.



Authorise Quote

Prerequisites:

  • Sale quote status is Draft
  • Quote has at least one line
  • Quote is not skipped
  • User has permission to authorise quotes


This action will change quote status to AUTHORISED (it is doing the same as hitting Quote Authorise button for every task individually).



Authorise Order

Prerequisites:

  • Not a service-only sale (or will be skipped)
  • Sale order is not authorised
  • Sale order has at least one line or sale has authorised quote with at least one line
  • User has permission to authorise orders


This action will authorise the sale order. It will perform the same set of checks/validations as a manual sale order authorisation with the only difference of automatically backordering sale if there is not enough stock on hand to fulfil all the orders. Split orders won’t be created. If you require split orders for certain sales, you will need to manually process them. If there is no content in sale order but quote is authorised, quote content will be copied to sale order. This process will trigger auto-assembly as usual.



Authorise Pick

Prerequisites:

  • Not a service-only sale (or will be skipped)
  • Sale order is authorised
  • Pick is not authorised
  • Sale order has no products with special costing method 
  • Pick already at least one line or authorised sale order has at least one line
  • User has permission to authorise pick


This action will authorise pick stage of sale. It will perform the same set of checks/validations as manual sale pick authorisation. If there are no lines in sale pick then auto-pick will be executed to fill in Pick with relevant data.



Authorise Pack

Prerequisites:

  • Not a service-only sale (or will be skipped)
  • Sale Pick is authorised
  • Pack is not authorised
  • User has permission to authorise pack


This action will authorise pack stage of sale. It will perform the same set of checks/validations as manual sale pack authorisation. If there are no lines in sale pack then auto-pack will be executed to fill in Pack with relevant data. If multiple boxes are needed, this will have to be manually processed. 



Authorise Ship

Prerequisites:

  • Not a service-only sale (or will be skipped)
  • Sale Pack is authorised
  • Ship is not authorised
  • User has permission to authorise ship


This action will authorise ship stage of sale. It will perform the same set of checks/validations as manual sale ship authorisation. If there are no lines in sale ship then Default shipment line will be created with invoice date or current date (if invoice date is not set) used as date shipped.


Authorise Invoice

Prerequisites:

  • Service-only sale and quote is either skipped or authorised
  • Not service-only sale and order is authorised
  • Invoice is not authorised
  • User has permission to authorise invoices


This action will authorise invoice. It will perform the same set of checks/validations as manual sale invoice authorisation. If there are no lines in sale invoice for service-only sale, lines will be copied from quote.


Full sale completion

Prerequisites:

  • Sale is not voided
  • User has permission to authorise every stage of the sale process


This action will carry out all of the authorisation stages described above (starting from Authorise Quote and ending with Authorise Invoice) to complete the sale. If on any stage there is a problem/validation encountered preventing the process from continuing, it will be interrupted for a particular sale task, keeping successfully processed stages authorised.



Undo

Allows undoing all selected purchases/sales.



Void


Allows voiding all selected purchases/sales.




Print

Allows printing chosen document for all selected sales. Combined PDF will be generated containing all the data in a single document, where each new purchase/sale starts from the new page.



E-mail


Allows e-mailing chosen document to suppliers/customers for all selected sales. Individual documents will be generated for every purchase/sale and saved to attachments. E-mailing is done for every selected sale separately. For this function to work, you will need to select a document to be used as template e-mail body in your Documents & E-mail templates as well as subject for the template you would like to e-mail. E-mail subjects now could be customised to include some fields from the related task for merging, including contact name/so/po/invoice numbers and dates. Additional info could be found on the tooltip for Email Subject field on Documents & E-mail templates form.



Export


You can export information about selected sales to CSV files


Export accounts receivable

Single line per sale will be exported to CSV including basic information about the sale.


Export 3PL Shipment List

Sale shipment details will be exported to CSV list only for selected sales. Ship By date is not taken into account when doing export. Sale will be skipped if Shipment stage is not authorised.


Export to CSV format

Sale shipment details will be exported to CSV list only for selected sales. This format contains more details about the sale than accounts receivable.