No need to update settings one-by-one. Use Batch update to edit the settings for days on hand, lead time, lookback period, scheduled days, email notifications, and case sizes for many groups at once.
Be cautious as updating these settings will override any current settings your team may have previously set and cannot be undone without applying new settings.
How to batch update (overview)
- Navigate to Org settings > Product lines, or click Edit products lines on the top right of the product lines page.
- Select the product lines you would like to edit using the checkboxes on the left side of the table
- Next to the Actions panel, you will see the number of groups you have selected
- Click the Actions button and select Batch update
- Select the properties you would like to edit
- Review your updates
- Then, confirm your changes to apply the batch update
How to select which groups you would like to edit
Manually select Product lines
Use the checkbox to the left of each product line to select which groups you would like to edit. Next to the Actions panel, it will show the number of groups you have selected.
Select all Product lines on the current page
Select the checkbox on the table header to select all product lines visible on the current page. A blue bar will appear to tell you how many groups are currently selected.
Select ALL Product lines
Select the checkbox on the table header to first select all product lines visible on the current page. A blue bar above the table will appear to tell you how many groups are currently selected, with the option to then "Select all # product lines." Clicking this will select all product lines.
Editing properties
Days on hand, Lead time, and Lookback period
Enter or select the amount of days you'd like to use for each property.
Scheduled days
This property defaults to run reports all weekdays. Select which days you would like the selected product line reports to run.
Uncheck "Weekly" to unschedule all reports. If unscheduled, you will need to manual run each report or reschedule them to run future report data.
‼️ If email notifications are set on product lines you are updating, a report will be sent to those contacts on all days you have applied. Check that you are not spamming too many emails before batch updating this setting.
Email notifications
Select "Update emails" and check your email or add any other emails to have notifications sent each time a report is run.
Select "Clear all emails" to remove all email notifications on all selected product lines.
‼️ Batch updating multiple emails may result in many email notifications for each day your reports are scheduled to run.
Case sizes
Check case size and enter a quantity to update all product line case size automations. This will update all product case sizes in the product line the next time a report is run.
Uncheck case size to remove all case size quantity automations on the product line. This means that all previous products in the selected groups that had a case size quantity update will stay the same, but all future updates to new products added to the groups will not occur.