The Batch Edit Customers function in the Admin Utilities area of the Agvance Hub is used to edit several areas of the customer file without opening customer files one at a time. Multiple customers can be selected to edit at the same time.
To access the utility, go to Hub / Utilities / Admin Utilities.
Then select Hub / Batch Edit Customers.
Choose to Manually Select Customers or Automatically Select Customers based on a Filter by selecting an option in the Filter By dropdown and optionally entering a value in the Where value is field.
Note: When Filter By is set to Pricing Level, the following numbers entered in the Where value is field searches for the specific Price Level numeric value:
- 0 - List Price
- 1 – 8 - User Defined Price levels 1 – 8
- 9 - Average
- 10 - Last
- 11 - Replacement
- 12 – 27 - User Defined Price Levels 9 – 24
- 28 – Estimated Average
Make the appropriate changes in the grid, editing several customer settings with this utility. Select Save.
- Customer Sales Tax Rate
- Pricing Level
- Salesperson
- Sales Taxable Status
- Customer Cross-Reference Text Boxes
- County for the Customer
- Date Opened
- Customer Credit Limit
- Location
- Finance Charge %
- State Tax code
- Adj Tax code
- Last Reviewed Date
- Credit Line
- Credit Line Name
- Credit Line $ Amount
