Multi-Edit & Multi-Delete Functions

Multi-Edit & Multi-Delete Functions

Objective

  1. Understand the use case of Multi-Edit and Multi-Delete functions
  2. Understand how to use Multi-Edit and Multi-Delete functions

What are Multi-Edit and Multi-Delete functions? 

The Multi-edit function gives you the ability to edit multiple Quote Products and Quote Meeting Room at once. Multi-delete allows you to delete multiple Quote Products and Quote Meeting Rooms at once.

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

Information you can multi-edit on Quote Meeting Room:
  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. Pax and Actual Pax
  9. Commission %
  10. Hide on Offer
  11. On Consumption
  12. Discount % and Discount Amount
  13. Unit Price

How to use Multi-Edit on Meeting Rooms? 

1. On the Quote page, go to the Meeting Rooms related list
2. Select the Meeting Rooms 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 Quote page with no change made to the Meeting Rooms previously selected. 

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

How to use Multi-Edit on Products? 

1. On the Quote page, go to the Products related list
2. Select the Products you would like to edit
3. Click on the arrow
4. Select 'Multiedit'



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 Quote page with no change made to the Products previously selected. 
8. A message will confirm that your changes were successfully saved. Click 'Finish'

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