Update multiple orders with bulk actions

You can update multiple orders at once using bulk actions, such as changing the assignee for several jobs simultaneously. Additionally, all users within an organization can perform bulk dispatch actions if the step actor is the organization, not just an individual user.

Change multiple assignees

1. Click Orders in the sidebar.
2. Select the jobs you want to update by clicking the checkbox next to each entry.
3. From the bulk actions toolbar that appears at the bottom, click Change assignee.
4. In the "Change assignee" modal, select a user from the Select user combobox.
5. Optionally, toggle Add to chats to include the new assignee in relevant chat conversations.
6. Click Update to apply the changes. The system now accurately reflects the number of orders affected by this bulk action.

Resend client invitation

1. Click Orders in the sidebar.
2. Select the jobs you want to update by clicking the checkbox next to each entry.
3. From the bulk actions toolbar that appears at the bottom, click Resend Client Invitation.
4. Confirm the action in the dialog that appears. The system now accurately reflects the number of orders affected by this bulk action.

Put multiple orders on hold

1. Click Orders in the sidebar.
2. Select the jobs you want to update by clicking the checkbox next to each entry.
3. From the bulk actions toolbar that appears at the bottom, click Put on hold.
4. In the "Put on hold" modal, you can optionally:
   • Add a Comment to provide context for why the orders are being put on hold.
   • Set a Due date for when the orders should be taken off hold.
5. Click Put on hold to apply the changes. The system now accurately reflects the number of orders affected by this bulk action.

Bulk Cancellation or Deletion

Bulk cancellation or deletion of orders will fail for orders with unsettled payments or payouts. In such cases, specific error messages will be displayed.

Need help? Contact Installer.com support.