Mass update update charges

Customer use case description

It is possible to have large amounts of product charges on the order (some customers have several hundred product charges on a order).

That order data can then be updated en mass. Making changes on fields such as Start on, End on, Price Period or Remarks on large amount of changes may be a cumbersome and error prone task since all data would need to be updated manually.

We have now introduced a tool for that: a mass update tool for product charges. All data on the product charge except order critical data (charge type and charge model) can be updated.

How to use it

There are two different modes to be used on activated orders.

1. Update without doing a Change order
2. Update and do a Change order

The difference between the two is that the data that can be changed without doing a change order is limited to the fields Remarks and Custom fields. Updating data on a order in change order mode will also generate a new version of the order. When updating a order as a change order, all parameters can be changed.

Update without doing a Change order

1. Younium>> Orders>> Specific order.
2. Select your products to be updated with the checkboxes in the Products section.
3. Press the 3 dots in the upper right corner and select Mass update charges
4. The MassUpdate charges wizard with three steps will be showed:
   1. Charges to include
   2. Choose fields and set values
   3. Confirm
5. Without being in change order mode there will only be two sections of fields available to choose from. 
   1. Charge information > Remarks
   2. Custom fields > Any custom fields that you have created for your orders.

Set the values you want to update

1. Preview what values to be updated 
2. Execute your changes by pressing the Confirm Updates button

Update and do a Change order

1. Younium>> Orders>> Specific order.
2. Press Change order button in the header
3. Select your products to be updated with the checkboxes in the products section.
4. Press the 3 dots in the upper right corner and select Mass update charges
5. The MassUpdate charges wizard with three steps will be showed:
   1. Charges to include
   2. Choose fields and set values
   3. Confirm
6. There are five sections that can be updated:
   1. Charge information
   2. Pricing details
   3. Custom fields
   4. Financial details

For each section you select the fields that you want to update, all except Charge type and Charge model can be updated since they are critical to the order.

Note that feature for increase current price will ad the value to the current value both in absolute numbers and in %. Meaning if you set the value to 10 it will increase the current price with 10% or with 10 €.

1. Preview what values to be updated and Confirm your changes in the confirm view.
2. Execute your changes by pressing the Confirm Updates button

Print screens of the feature

Charges to include

Choose field and set values view

Confirm view