Often, when working with a large volume of work orders, it is necessary to perform the same action on several work orders at once. To do this, Orderry provides bulk actions on work orders.

Step 1. In the Work Order Table, using the checkboxes, you need to select the necessary work orders. There are several selection options:

1. Selection of all work orders on one page. To do this, click on the Checkbox column in the table of orders. To deselect it, click on the column again or on the cross icon at the bottom.

2. Partial selection of work orders. To do this, check the boxes in the required work orders.

3. Selection of all work orders of a certain category. To do this, click on the desired filter or badge and then on the Checkbox column. All work orders from this filter or badge on one page will be selected.

Keep in mind that Orderry remembers the selection on the previous pages, so you can select work orders from several pages at once.

Step 2. After selecting the orders, a panel with buttons for bulk actions appears at the bottom.

Printer button 🖨️ — press it to print documents for the selected work orders.

Select Print documents to open document templates from the Work Orders group. Select Print orders list to open the document templates from the group Work Orders list.

More Actions — click on this button to open a list of possible additional actions:

1. Add comment - click this button to create a comment. Select the type “Private” or “Public” and enter the text of the comment, then click the “Add” button. The comment will appear in the work order event feed.

2.Changestatus - click this button to change the status for one or more orders. When you change statuses in a group, you can change them only if there are common statuses to switch to. You cannot change the status to the status that requires creating a payment (as a prepayment).

3. Create invoice — when you select this action, the new invoice dialog window will open. Information with order numbers and their work and spare parts will be automatically added to it. If the orders have the same customer, then he will be automatically indicated as a payer.

4. Transfer to another location — when you select this action, a window for selecting the location to which you want to move work orders will pop up. This action is available if you have two or more locations.

5. Assign a specialist — when you select this action, a window will pop up for selecting the specialist whom you want to indicate as the person in charge of the selected work orders on the General info tab in the Work Order profile.

Delete button — click on it to delete work orders.

Please note that you cannot delete work orders for which there are transactions in the cashbox. This article describes how to delete payments at the cashbox.