Purchase Bulk Actions
Cin7 Core allows executing some actions in bulk for selected purchase tasks in the View All Purchases screen.
Prerequisites
See Processing a Purchase (recommended)
Users will need the Purchase: Purchase List & Tasks permission (read-only) in order to view the purchase list and print, email, and export tasks.
Check one or more boxes next to individual purchases to display the bulk action menu.
Explanations for each of the bulk actions can be found below.
Undo
Allows undoing all selected purchases. The order status will be returned to draft. Inventory, invoice, and payment information will not be deleted. Users will also need the Purchase: Undo permission in order to undo purchases.
Void
Allows voiding all selected purchases. The order status will be changed to voided. Inventory, invoice, and payment information will be deleted, and no further changes can be made to the order. Users will also need the Purchase: Void permission in order to void purchases.
Allows printing the chosen document for all selected purchases. A combined PDF will be generated containing all the data in a single document, where each new purchase starts on a new page. You can edit the look and details of documents, see Manage Document and Email Templates for more information.
Allows e-mailing the chosen document to suppliers for all selected purchases. This is applicable to both simple and advanced purchases. Individual documents will be generated for every purchase and saved to attachments. E-mailing is done for every selected purchase separately. Documents are attached to the email as PDFs.
For this function to work, you will need to select a document to be used as a template email body in your Documents & Email templates, enter a subject for the template you would like to email, and configure email recipients (either All active users or All company contacts, or both). Optionally, you can select a mailing list (if you have an active Cin7 Core Automation module subscription) or enter BCC addresses which will receive copies of all emails sent to suppliers/customers.
Email subjects now can be customised to include some fields from the related task for merging, including contact name, SO/PO/invoice numbers and dates. Additional info can be found on the tooltip for the Email Subject field in the Documents & Email templates form.
See Manage Document and Email Templates for more information.
Export
You can export information about the selected purchase to CSV files.
Export accounts payable: A 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 a CSV list only for selected purchases. This format contains more details about the purchase than accounts payable.
Merge
Merging can be used to merge multiple purchase orders to the same supplier. Merging is not reversible, and there are several restrictions on which purchase orders may be merged. Users will also need the Purchase: Purchase List & Tasks permission in order to merge purchases.
- Publish to everyone.4.log-2010416261.zip20 KB
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- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip20 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB