Introduction 

The Bulk Edit feature in Edit Quote allows you to update the same field value across multiple quote items at once. This helps you apply consistent changes—such as quantity updates, discounts, or pricing adjustments—without editing each line item individually.

Bulk editing is especially useful for large quotes where multiple items require the same update.

When to Use Bulk Edit

Use bulk editing when you need to:

• Update quantities for multiple items at the same time
• Apply the same discount or pricing value across selected items
• Make uniform changes quickly and consistently
• Avoid repetitive inline edits on individual rows

Prerequisite

Before performing a bulk edit, ensure that:

The quote is opened in Edit Quote

The items you want to update are visible in the grid

You understand which fields can be safely updated in bulk

How Bulk Editing Works

Bulk editing follows a three-step pattern:

• Select the items to update
• Choose the field to modify
• Apply the new value to all selected items

All changes are reflected immediately in the grid and quote summary.

Step-by-Step: Bulk Editing Quote Items

Step 1: Select Quote Items

In the Edit Quote grid, use the checkbox next to each row to select the items you want to update.

You can:

• Select individual items
• Select all items within a box
• Select items across multiple boxes

The Selected Quote Items count updates automatically.

Step 2: Choose the Field to Update

In the bulk update bar above the grid:

Click Select a column

Choose the field you want to update (for example: Qty, Discount %, or another supported field)

Only fields that support bulk updates are shown.

Step 3: Choose the Update Action

After selecting a column:

Choose the update operation from the dropdown (for example: Set to X)

In the Enter a value field, provide the new value

Step 4: Apply the Bulk Update

Click Update Selected Items

The system applies the value to all selected items

The grid refreshes automatically

No manual refresh is required.

Examples of Common Bulk Edit Scenarios

Bulk Update Quantity

Select multiple items

Choose Qty

Set to a new quantity value

Apply the update

This updates the quantity for all selected items simultaneously.

Bulk Update Discount Percentage

Select applicable quote items

Choose Customer Discount % or VAR Discount %

Enter the discount value

Apply the update

All selected items receive the same discount.

Bulk Update Pricing-Related Fields

• Select multiple items
• Choose a supported pricing field
• Apply the new value
• Pricing totals and margins update automatically.

What Happens After a Bulk Edit

After applying a bulk edit:

• Updated values appear immediately in the grid
• Quote totals and margins are recalculated
• Changes are treated the same as inline edits
• Updates are saved when the quote is saved

Important Rules and Limitations

• Bulk editing applies only to selected items
• Not all fields support bulk updates
• Read-only or calculated fields cannot be bulk edited
• Bulk edits do not override locked or restricted values
• Grouping and box structure are not affected

Bulk Edit vs Inline Editing

Use bulk edit for consistency and inline editing for detailed adjustments.

Things to Note

• Bulk edits apply across boxes and groups
• You can combine bulk edit with filters to target specific items
• Always review totals after large bulk updates
• Undo is not available—verify selections before applying

Conclusion

The Bulk Edit feature streamlines quote updates by allowing you to apply consistent changes across multiple items in a single action. By combining item selection, field targeting, and value updates, you can efficiently manage large and complex quotes while reducing manual effort and errors.

Used correctly, bulk editing significantly improves speed, accuracy, and consistency during quote preparation.

Next Steps

After performing bulk edits, you can:

• Fine-tune individual items using Inline Editing
• Organize items using Grouping
• Create variations using Clone Boxes
• Generate customer-ready views using Summarize
• Export or print the finalized quote