MoveBoardWhen the same thing needs doing to a handful of orders — a follow-up email to this week's quotes, a new salesperson for a batch of leads — do it once from the Orders list.
Pick the orders
- Tick the box at the left of each order. The box in the heading ticks every order on this page.
- Press Action for selected items (it shows how many you ticked). Clear unticks them all.
The panel's title says how many orders are selected. Each action works on every ticked order separately, so one order that can't be changed doesn't stop the others.
When an action is done, the orders stay ticked, so you can run a second action on them right away — for example, send a mass text, then add flags. An order the action moved off the list (say, a status that doesn't belong on this tab, or archived) drops out of the selection. Press Clear when you're done.
What you can do
| Action | What it does | Who sees it |
|---|---|---|
| Change status | Moves every ticked order to the status you pick (Cancel and Archived ask first, naming how many) | Everyone (Archived for admins and Can archive orders) |
| Assign sales person | Gives them all to one salesperson, or Unassigned | Can assign leads to other salespeople |
| Send mass email | One email to each order's customer | Everyone |
| Send mass text | One text to each order's customer | Everyone |
| Export selected orders | A CSV file of the ticked orders | Can Export reports |
| Export all orders | A CSV of every order the list's filters match, not just this page | Can Export reports |
| Add flags › Add flags to N orders | Adds the flags you choose to every ticked order; the flags they already have stay | Everyone |
| Clear their flags | Takes every flag off them (asks first) | Everyone |
Change status
The list shows the same statuses the order's own status menu would — only the ones that can work for the orders you ticked. Tick only leads and Postponed and Cancel aren't there; tick a booked order too and they are. A status every ticked order already has isn't listed. The same rules apply as when you change one order: archiving needs an admin or Can archive orders, only reserved or booked orders can be postponed or cancelled, and so on (see Lead and order statuses). Each order is still checked on its own. Moving orders to Booked or Reserved while some still hold trucks on the Unassigned truck names them first — Continue changes them all, Go back changes nothing. Archiving orders that have payroll asks first, too.
If some orders couldn't be changed, a pop-up lists each one and why, for example: "RES-71 cannot be moved to Booked because …".
Send mass email and mass text
Write a Subject and Message (for a text, just the Message) and press Send to N orders. Template variables are filled in for each order, so each customer gets their own name, date and price. The message lands in each order's conversation, like any message you send.
An order is skipped when its customer has no email address (or no phone number, for a text).
Add flags
Add flags to N orders adds the flags you chose to each ticked order. The flags an order already has stay, and an order that already has a flag of that name doesn't get a second one. See Flag orders.
Limits
- The tick-all box ticks the orders on the current page (25 at a time).
- Assign sales person, Send mass email and Send mass text take up to 100 orders at once; flags up to 200.
- Ticking only covers orders you can open. One you may not see is reported, not changed.
If something goes wrong
- "Tick between 1 and 100 orders." — too many orders for one action.
- "You do not have access to this order." — reported for an order that isn't yours to see.
- "The customer has no email address." / "SMS was not send for RES-71: the customer has no phone number" — that order was skipped.
- "Please give it a subject." / "Please write a message first."