Purchase Bulk Actions

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



By checking one or more boxes next to individual purchases and clicking Bulk Actions,  the bulk action window will open. Explanations for each of the bulk actions can be found below. 


Allows undoing all selected purchases.


Allows voiding all selected purchases.


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


Allows e-mailing chosen document to suppliers for all selected purchases. Individual documents will be generated for every purchase and saved to attachments. E-mailing is done for every selected purchase 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.


You can export information about selected purchase to CSV files

Export accounts payable

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

Export to CSV format

Sale shipment details will be exported to CSV list only for selected purchases. This format contains more details about the purchase than accounts payable. 


Merging can be used to merge multiple purchase orders to the same supplier. Merging is not reversible.