Personal tools

Difference between revisions of "40. Data Update"

From TrueERP wiki

Jump to: navigation, search
Line 1: Line 1:
 +
= Overview =
 +
 
'''Data Update'''
 
'''Data Update'''
  
 
'''Data Update- Has the functionality of each tab within the Date Updater been explained?'''
 
'''Data Update- Has the functionality of each tab within the Date Updater been explained?'''
 +
 +
The '''Data Update''' feature is used for changing properties on your product or customer list on mass.
  
 
From the '''Main Menu''' select '''Inventory''' and then the '''Data Update''' button.
 
From the '''Main Menu''' select '''Inventory''' and then the '''Data Update''' button.
+
 
 +
* Select the product you want to update. Hold down Ctrl key and select multiple products.
 
* Select the '''Action''' you wish to perform from the left hand side of the screen
 
* Select the '''Action''' you wish to perform from the left hand side of the screen
* Select '''Product Type''' if you would like to update only a certain amount/type of products
+
* Do the required update you wish to perform form the left hand side of the screen example, 'Extra Buy Price', 'Extra Sell Price', 'Foreign Buy Price', 'Foreign Sell Price', 'Product Properties' and 'Delet Extra Sell Price'.
* Select '''All''' if you would like to update all of your products by simply clicking the '''Update''' button towards the bottom of the screen.You will then be asked if you would like to update '''All''' of the products
+
* Once made the changes; Select 'Update'
* Select '''Ok''' and your update will process immediately to all of your products
+
  
The '''Data Update''' feature is used for changing properties on your product or customer list on mass.
+
Holding down Ctrl and selecting multiple products will do update on mass.
 +
 
 +
From the top of the screen select 'Client', if want to update client properties on mass.

Revision as of 22:08, 11 March 2015

Overview

Data Update

Data Update- Has the functionality of each tab within the Date Updater been explained?

The Data Update feature is used for changing properties on your product or customer list on mass.

From the Main Menu select Inventory and then the Data Update button.

  • Select the product you want to update. Hold down Ctrl key and select multiple products.
  • Select the Action you wish to perform from the left hand side of the screen
  • Do the required update you wish to perform form the left hand side of the screen example, 'Extra Buy Price', 'Extra Sell Price', 'Foreign Buy Price', 'Foreign Sell Price', 'Product Properties' and 'Delet Extra Sell Price'.
  • Once made the changes; Select 'Update'

Holding down Ctrl and selecting multiple products will do update on mass.

From the top of the screen select 'Client', if want to update client properties on mass.