You can edit multiple transactions, products, or counterparties at once. Bulk editing is available in all sections. Let’s consider the Sales Orders section as an example.
- In the Kladana workspace, select Sales → Sales Orders.
- Select the transactions you want to edit using checkboxes. If you need to edit all transactions in the section, leave all checkboxes unchecked. To select all transactions on the page, check the box next to the No. column header.
- Click Edit and choose Bulk edit from the drop-down menu.
- In the opened window, the number of selected transactions is displayed. Make the necessary corrections. If custom fields are configured for the transaction, they will also be displayed in the bulk editing window.
If you leave the editable fields blank, the information will be cleared in all selected transactions.
- Click Next.
- Review the changes to ensure accuracy. Once applied, changes cannot be undone.
- Click Change.
Editing may take several seconds or minutes, depending on the number of transactions. You can wait for completion or close the window and view the results later. To view the results, click on the user icon and select Settings → Import.