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contract_template_-_edit [2024/08/27 14:09] tina.roblescontract_template_-_edit [2026/07/10 18:14] (current) tina.robles
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 {{:pasted:20170517-183104.png}} {{:pasted:20170517-183104.png}}
 +
 +-----
 +__**Allow Mass Update Contracts**__
 +
 +When you renew a contract, you can now update many contracts at once
 +  * Template setting to allow this, you can find this in the 4th column.  Make sure there is a check box on this template page where you want to allow this enhancement. 
 +
 +{{:pasted:20260710-180719.png}}
 +
 +In the Navigation menu, under contract then mass update
 +  * Choose the contract template.  Only templates with this feature turned on will show in the list. 
 +  * Once you choose a template the “Start mass update” button will turn blue indicating you can now use it to define the updates required. 
 +
 +{{:pasted:20260710-180821.png}}
 +
 +Once you click the mass update button you will see three tabs
 +  * Products
 +  * Lumpums
 +  * Distributors
 +
 +
 +Just like in the contract you can drag and drop the changes you want to make, updating the required fields.  All the same options on the contract, including mass update and offline pricing, are available for the product tab. 
 +
 +Once all your updates are done click on the next button in the lower right-hand corner. 
 +
 +You will see a list of contracts under the template you chose. Use the filters to find the contracts you want and select them by clicking on the box in the first column. 
 +
 +{{:pasted:20260710-180937.png}}
 +
 +Once the contracts are chosen click the compare button in the right-hand corner of the screen.  
 +  * A screen will appear showing you if the changes are allowed or not.  
 +  * You can then click the “Apply to All” button
 +
 +{{:pasted:20260710-181049.png}}
 +
 +**NOTE:** You cannot use the “Apply to all” button if you have any contracts where the red message shows up stating that the contract cannot be updated.  You will have to use the back button to update the contracts you chose to proceed. 
 +
 +{{:pasted:20260710-181211.png}}
 +
 +{{:pasted:20260710-181301.png}}
 +
 +{{:pasted:20260710-181323.png}}
  
  
  
contract_template_-_edit.txt · Last modified: 2026/07/10 18:14 by tina.robles