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.
- To access the utility, go to Hub / Utilities / Admin Utilities / 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 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
- 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
