Bulk Update enables you to modify a specific field across all documents of a particular DocType.

To access Bulk Update, go to:

Home > Settings > Bulk Update

Imagine you have 30 quotations where you previously selected ‘All Territories,’ and now you aim to change the Territory to France. Instead of manually updating each quotation, you can utilize Bulk Update to modify all 30 quotations simultaneously.

To do this,

1. Go to Bulk Update.
2. Select the Document Type, like Quotation.
3. Select the field to update, like territory.
4. Enter a valid new value to be updated.
5. Enter any conditions that apply, for example, status=”Draft” will only affect documents in the Draft stage.
6. Select the limit, i.e. number of documents (Quotations) to be updated.
7. Click on Update. 

Note: You can only update fields that can be updated normally in a particular stage. For example, valid till date cannot be updated for submitted Quotations.

Related Topics 

1. Bulk Rename