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Bulk Add Deliveries

Chelsea Huang
  • Updated

A new button has been introduced to the Delivery Manager to help improve the user experience for creating multiple delivery lines. The "Bulk Add Deliveries" can be found on the top right corner of the page. It is available for Bank assets associated with an Event Category or List and for Seasonal assets that have been expanded to delivery by event.

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When you click on the button, the Bulk Add Deliveries modal will open. In this modal you will be able to set the default value for every delivery record you want to add. In the top half every field that is normally available for a delivery record will be editable and the value chosen will apply to every row.

If you check “Auto-Match Delivery Date As Event Date”, it will set the Delivery Date field in each delivery row to have the same value as the Event date. This will also make the “Delivery Date” field disabled.

The Delivered value cannot exceed the Scheduled value. The Additional Values section can be expanded and collapsed.

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In the bottom half of the modal, you can search and select all of the events you would like to add a delivery to. This section also includes an icon to indicate whether or not a delivery already exists for an event:

  • The green check mark means a delivery already exists
  • The orange exclamation mark indicates that there is no delivery associated with that event for this asset

Users may also filter to show just Events with or without deliveries using the Events drop-down.

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The same icons to show whether or not an event has an existing delivery for this asset, is also now available in the events drop-down on the full page delivery slider:

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After a user has selected which events they would like to add, the “Add” button in the top right corner of the modal will turn blue. This will close the modal and add all lines to the delivery page.

The user will still need to press “Save” to have these changes take effect.

 

In the near future, the following enhancements are also coming:

  • Bulk Add Deliveries from Reports - do the same thing as above but from the Asset Delivery report!

  • Bulk Edit Deliveries - this will give users to ability to change the values in multiple (or all) rows at once.

  • Bulk Edit Deliveries from Reports - this will give users to ability to edit values in multiple delivery records from the Event Delivery Report and the Asset Delivery report.