From the Holded Store, activate the Inventory gem to enjoy sales orders and other advanced features on your products

Learn what else you can do with sales orders and discover other Inventory features

How to get there

Perform actions in bulk on sales orders

In the list, check the box of those orders on which you want to perform the action.

By checking the box in the header, next to the Num column, all the orders in the list will be selected.
In the lower pop-up menu, select the action to perform among the following (this will be applied to all the selected orders):

Drive	Send the PDF of the orders to Google Drive.
P. Method	Assign orders to a new payment method.
Approbe	Accept orders.
Status	Apply a change in order status (Pending, Accepted, Cancelled) or billing status (Not Billed, Billed).
Sales channel	Assign a new sales account that allows you to segment your sales by channels.
Download PDF	Download all the PDFs of the selected orders. You can download up to 50 sales orders at a time, saved in a ZIP file.
Send	Send orders in bulk to the email of the contact and the contact persons. Emails will only be sent for orders that have contacts with an assigned email. You can select up to 500 orders for mass mailing and an email will be sent for each order. At the moment, it is not yet possible to send a single email with multiple orders.
Convert	Convert to another document (Sales Invoice, Sales Ticket, Delivery Note, Purchase Order, Purchase Invoice) those orders assigned to the same contact. Check the Convert to one document box to include multiple orders in the same PDF. Check the Use order date when converting box to use that date as a reference.
Delete	Delete the orders from the list. You can delete up to 500 orders at a time. You will be able to recover them from the trash but only for a period of time determined by your plan (between 10 and 120 days). Learn here how to restore an order from the Trash.