In this document you will find the relevant instructions on how to use the Mass Apply Plugin.

Accessing The Plugin

The Mass Apply Plugin button can be found in various modules that support Custom Fields.

Enabled Modules List

Bill of Materials
Company
Customer
Manufacture Order
Part
Purchase Order
Product
RMA
Shipping
Sales Order
Transfer Order
User
Vendor
Work Order

Using The Plugin

The Mass Apply plugin Plugin will open a popup and pull in the module's custom fieldsCustom Fields. The left pane contains the Custom Fields list as well as the field type and the field value to be updated. In the right pane, you can enter the numbers for all of the records you’d like to batch update, entered as a record number on each new line.

Once you are finished, you can press the Mass Apply button and the “Imported!” message should pop up. If there are any errors, they will be displayed.