Skip to main content

Complete tasks in bulk

This article shows where it is possible, and how to complete multiple tasks at the same time, for different functions.

Arynne Hargreaves avatar
Written by Arynne Hargreaves
Updated over a month ago

There is an option on several pages which allow for mass updates for specific tasks. These can be found under the 'QUICK ACTIONS' drop down. The menu items available are specific to the page.

You can complete tasks in bulk on the following pages:

  • Orders List page

  • Quotes List page

  • Trips page

  • Invoices page (excluding Upload Purchase Invoices)

Summary to complete tasks:

  • Navigate to Orders / Trips / Invoices

  • Click on "Quick actions".

  • Click on the task you like to do.

  • Select per row if you want to do that tasks for that row

  • Save by clicking on the green button at the bottom of your screen.

Did this answer your question?