Batch Update Orders

The Batch Update Orders option in the Batch Update option of the Orders menu is used to:

• Move customer orders from one date to a new date
  • This may be needed to correct mistakes, or if you will not be delivering on a day for which orders have already been created. For example:
    • You have imported Standard Orders for Monday, but it is a public holiday and you will not be delivering on that day. You can move all the orders from the Monday to an alternative day such as the Tuesday.
    • You create a customer order for a day and accidentally enter the wrong delivery date. You can select just that order and move it to the correct delivery date.
• Delete customer orders on a given date
  • For example, if you accidentally import from Standard Orders for a day that is a public holiday, this option allows you to simply remove the orders on that day.

Selecting Customer Orders and Updating the Delivery Date or Deleting

• Click the Batch Update option in the Orders menu
• Select the Batch Update Orders from the submenu
• Enter the criteria for the orders to be moved to a new delivery date or deleted:
  • Customer Rounds: To restrict updating orders to only some rounds, select one or more rounds here
    • Leave blank to include all Rounds when moving orders
    • To remove a Round from the criteria, click the x to the right of the Round name
  • Customer Groups: To restrict updating orders to only some groups, select one or more Groups from the drop-down list
    • Leave blank to include all Groups when updating
    • To remove a Group from the criteria, click the x to the right of the Group name
  • Customer Code From and Customer Code To: If required, you can restrict updating to a range of customer codes
    • Leave blank to include all customer codes
    • Enter the same code in both From and To to update just that customer's order
  • Delivery Date: Select the delivery date of the existing customer order(s) that you want to update
  • Order Type: If required, select an Order Type if you want to restrict updating to that type of customer order:
    • Any Type: Include all Order Types
    • Online: Only orders added by the customer via the online order portal
    • Standard: Only order created by importing Standard Orders
    • Manual: Only orders created manually by using Create New in the My Orders screen, or by using Quick Entry Orders
• Click Search to display a list of customer orders that meet the criteria you have entered
  • Orders in the list can be selected/deselected for update by ticking/unticking the checkbox on the left
  • You can select/deselect all orders in the list by ticking/unticking the checkbox in the column header
  • If you need to check you have selected the correct order, click on an Order Number to open the order in a new tab
    
    
• Once you have selected the customer orders that are to be updated:
  
  
  • To change the delivery date of the selected orders: 
    • In New Delivery Date, select the date to which you want to move the selected orders
    • Click Delivery Date Update
    • Click OK to confirm you wish to update
      •  The delivery date of the selected orders will be changed from the original date to the new date
        
        
  • To delete the selected orders entirely:
    • Click Delete Orders
    • Click Yes to confirm the deletion
      • The selected orders will be permanently deleted
      • If you create a new order for the date deleted, any Standard Orders will be imported as usual
        
        
• Notes:
  • Customer Orders must have a status of Ordered or Confirmed to be moved or deleted. Orders that have already had dockets printed or been delivered or invoiced will not display in the list of selected orders
  • When changing the delivery date of orders:
    • If an order already exists for the new delivery date, that existing order will not be overwritten or updated. A second order will be created for the date, as Batch Update Orders only updates the delivery date of the selected order(s).
    • If different pricing applies to the new delivery date, you can use Reget Prices to update the moved orders to the pricing applicable on the new date

Reversing a Batch Update of Customer Orders

Once a batch update has been applied and orders have been moved from one day to another, you can reverse the process if you realise you have moved them in error. To reverse a batch update, you will need to do another Batch Update Orders:

• Use the same selection criteria as you used for the original Batch Update, but
• Reverse the dates you enter so the selected orders will be moved back to the original date