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Multi-Select Products for Bulk Actions

Instead of individually managing each product, perform various actions on multiple items simultaneously to simplify your workload.

Written by Valeria Albino
Updated over 2 years ago

How to Multi-Select Products in Alcove

To multi-select products in Alcove for bulk actions, please follow the steps below:

  1. Navigate to the specific project where you want to make bulk changes.

  2. Go to the Product Status tab.

  3. Multi-select the products you'd like to make quick changes to.

  4. Once you've selected the desired products, utilize the multi-select bar to perform various actions on the selected products.
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  5. Choose the specific action you want to apply, such as adding a ship-to-address, changing status, adding tags, and so on.

  6. Review the changes before confirming to ensure accuracy. Once satisfied, proceed to apply the bulk actions.

Bulk Actions with Multi-Select Menu:

Note:
Find in-depth help articles for some of the actions by following the provided links below.

  • Add Ship-to-Address: Assign a common ship-to-address to multiple products.

  • Change Status: Update the status of several products to reflect changes in their lifecycle.

  • Add Tag: Tag multiple products with relevant labels.

  • Add Dates: Apply specific Order / Ship / Deliver / Install Dates to a selection of products.

  • Share a Custom PDF: Communicate product information and updates with clients, contractors or vendors by generating a custom PDF for selected items.

  • Export Data in Excel: Export information for multiple products into an Excel spreadsheet.

  • Assign to a Room: Improve spatial organization by assigning selected products to specific rooms or spaces.

  • Delete: Remove unnecessary items from your project with a single command.

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