How do I bulk update billing, shipping, or both for transactions?
When you update the billing or shipping address for a customer or vendor, the new address will be applied to all future transactions by default. You can also update the existing transaction address fields in bulk.
To update the address fields in bulk:
Navigate to the respective Sales or Purchases module, where you wish to update the billing or shipping address.
Click the Magnifier icon near the Search bar at the top.
Select Advanced Search in the dropdown.
Pro Tip: You can also click the Advanced Search icon in the right corner of the transactions list page.
In the pop-up that appears, select the required Customer Name or Vendor Name.
In the Address field, choose the option based on which you want to search the existing transactions for bulk update: Billing & Shipping , Billing or Shipping.
- Click the Down Arrow next to Attention to select any other address field.
- Enter or select the value to be searched in the textbox.
Enter the other required details and click Search. The list of associated transactions will be displayed.
Select the required transactions and click Bulk Update at the top-left corner of the page.
In the pop-up that appears, select the address field you want to update.
Click Choose existing address and select the address you wish to replace from the dropdown.
Enter the Reason for bulk update.
Click Update.