Batch Edit Customers

The Batch Edit Customers function in Admin Utilities 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.

  1. To access the utility, go to Hub / Utilities / Admin Utilities / Hub / Batch Edit Customers.
  2. Choose to Manually Select Customers or Automatically Select Customers based on a Filter by selecting an option in the Filter By drop-down 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
  3. 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