Adding a product to all or group of customers - Bulk Add Products

Modified on Mon, 05 Dec 2022 at 09:30 AM

Let users easily add a product for multiple customers in a specific round or all rounds. 

 

Note: This feature only applies to customers in which the product has not been added yet.


From the Main Menu


1. Go to Data Entry.

 

 

2. From Data Entry, go to Products.


3. Select the item/product that you want to update, then on the top right-hand side, click Bulk Add/Delete Products.

 

 

 

  • Round - Select the round you would like to add the product on otherwise select “999-All Rounds
  • Product – Item selected at the beginning. You may also change the product from here.
  • Price – Enter the price you would like to set for all customers.

4.  On the Lower left-hand side, click Process for all customers to add the product for all customers that doesn’t have the product yet.

 

NoteClose button will be greyed out after clicking the “Process for all Customers” button. Once the close button is active, it means it’s done.

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