Amending Multiple Items In A Booking

If you wish to make the same change to a number of items of a particular booking at the same time, then the Amend Details tab is your choice. Note however that you must select the line items that you wish to change before switching to the Amend Details tab.....

Firstly open the Bookings Items tab of your chosen booking :

In this example we are going to make a change to all items of the job, so click on the Select All button :

This will select all the lines of the booking (but you may choose to select only certain lines if you wish) :

Now click on the Amend Details tab :

Now make the changes to the fields you wish to be changed on all your selected lines - note : after changing any of the data displayed, you will see that the checkbox to the right of the field becomes ticked. This indicates which fields will be updated, so if you decide you do not want to update a particular field, you can untick the checkbox before saving :

After saving the Amend Details, you are returned to the Bookings Items tab with all of your selected items updated :

There are some logical rules involved, such as once an item has been invoiced, there are restrictions on changing elements of the item which would affect the charge for the line. Also there are user preferences as to who is allowed to change a status using the Amend Details tab.

Note : using the Amend Details method is the suggested way of amending an overall tax rate to charge on a booking