Mass Update Orders: Fields, Prebill, and Add Address

Mass Update Orders: Fields, Prebill, and Add Address

Summary: Update many orders at once from the mass assign right-click menu; add prebill items or addresses in bulk.

Quick answer

Use **Mass Update** to edit key fields, batch add prebills, and add addresses; all selected orders must belong to the same customer.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. From **Mass Assign** (right-click), select the orders (same customer).
    media/mass-update-orders-01.png

    [Insert screenshot for Step 1]

  2. Choose **Batch Work Order Update**, **Batch Prebill**, or **Batch Add Address** as needed.
    media/mass-update-orders-02.png

    [Insert screenshot for Step 2]

  3. Enter changes and run the batch; review results.
    media/mass-update-orders-03.png

    [Insert screenshot for Step 3]

Confirm it worked

All selected orders reflect the updated fields, added prebill lines, or newly added addresses.

Troubleshooting

If a dialog won’t proceed, verify all selected orders belong to the same customer and that field choices apply to the selected job type.

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