Multi-Edit & Multi-Delete Functions

Multi-Edit & Multi-Delete Features

Learning Objectives
This article will teach you...
  1. Understand the use case of Multi-Edit and Multi-Delete features
  2. Understand how to use Multi-Edit and Multi-Delete features

What are Multi-Edit and Multi-Delete Features?

The Multi-edit feature allows you to edit multiple Booking Products and Booking Events at once. Multi-delete allows you to delete multiple Booking Products and Booking Events at once.

Information you can multi-edit on a Booking Product:
  1. Arrival and Departure date/time
  2. Meeting room (service area)
  3. Resource
  4. Guests
  5. Commissionable - Commission %
  6. Hide on Offer
  7. On Consumption
  8. Discount % and Discount Amount


Information you can multi-edit on a Booking Event:
  1. Arrival and Departure Date/Time
  2. Meeting room (service area)
  3. Setup Values
  4. Function Values and Function name
  5. Resource
  6. Lock Resource
  7. Reservation Status
  8. Guests and Actual Guests
  9. Commission %
  10. Hide on Offer
  11. On Consumption
  12. Discount % and Discount Amount
  13. Unit Price


Items you can Multi-Delete on a Booking:
  1. Booking Packages
  2. Booking Events
    1. When deleting a Booking Event you can also choose to delete / keep all Booking Products linked to the Event.
  3. Guest Rooms
  4. Booking Products


How to use Multi-Edit on Booking Events?

  1. On the Booking page, go to the Booking Event’s related list
  2. Select the Events you would like to edit
  3. Click on the arrow
  4. Select 'Multiedit'
  5. Edit only the values you would like to change.
For Setup Values, Function Values and Reservation Values, first place a check in the appropriate box, then select the new value from the dropdown list.
6. Click 'Next' at the bottom right corner of the page
7. Confirm that you want to apply changes to all selected items and click 'Next'

If you select 'No', you will be redirected to the Booking page with no change made to the Events previously selected.

8. A message will confirm that your changes were successfully saved. Click 'Finish'.


How to use Multi-Edit on Booking Products?

1. On the Booking page, go to the Booking Products related list
2. Select the Products you would like to edit
3. Click on the arrow
4. Select 'Multi-edit'
5. Edit only the values you would like to change.
6. Click 'Next' at the bottom right corner of the page
7. Confirm that you want to apply changes to all selected items and click 'Next'

If you select 'No', you will be redirected to the Booking page with no change made to the Products previously selected.
8. A message will confirm that your changes were successfully saved. Click 'Finish'.


How to use the Multi-Delete Button?

In this example we will show how to delete Booking Events, however the same logic applies if you were to delete Packages, Guest Rooms or Booking Products.
  1. On the Booking page, go to the Booking Events related list
  2. Select the Events you would like to delete
  3. Click on the arrow

1. Click on View All…
2. Click on Multidelete
3. You will be brought to another page where you can re-select or unselect what you have chosen.

When it comes to Booking Events you also have the option to ‘Delete related Booking Products’. For example if your event includes the product ‘Water’ if you select this checkbox, the Booking Product ‘Water’ would be deleted as well.
6. Click ‘Next’
8. Click ‘Finish’


Best Practices

  1. Before applying Multi-Edit or Multi-Delete, ensure that only the necessary items are selected. Review selections carefully to avoid making unintended changes.
  2. When performing bulk actions, especially deletions, proceed with caution. Confirm that the selected items are no longer needed and won’t impact your bookings.

Resources




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