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Understanding Bulk Change in Koble

 
 
To efficiently make bulk changes to properties of multiple items in Koble lists such as customers, vendors, and products.

Key Steps:

  1. Start by opening the desired list (e.g., products) in Koble.
  2. Filter the list to display the specific items you want to make bulk changes to (e.g., by category).
  3. Click on the "More" menu and select "Bulk Change."
  4. In the bulk change dialog, choose the property you want to change from the dropdown menu.
  5. Select the desired property or properties (e.g., active or inactive) for the selected items.
  6. Change the value for the properties selected.
  7. Click on "Bulk Change" to apply the changes to all the selected items.

Cautionary Notes:

  • Ensure that you have filtered the list to display only the items you want to change, as the bulk change function will affect all the items visible on the list.
  • Double-check the property and property value selections before applying the bulk change to avoid unintended modifications.

Tips for Efficiency:

  • Use filters to narrow down the list and work on specific groups of items for quicker and more targeted bulk changes.
  • Take note of the current state of the items before making bulk changes to easily reverse the action if needed.
By following these steps, you can effectively utilize the bulk change function in Koble to streamline the process of updating properties for multiple items in your lists.