diff --git a/foundation/www/docs/user/manual/en/using-erpnext/articles/bulk-update.md b/foundation/www/docs/user/manual/en/using-erpnext/articles/bulk-update.md new file mode 100644 index 00000000..5a9872f8 --- /dev/null +++ b/foundation/www/docs/user/manual/en/using-erpnext/articles/bulk-update.md @@ -0,0 +1,72 @@ + +#Bulk Editing in Existing Documents + +Bulk Update tool helps you in over-writing value of a specific field in existing records. + +Emailing Attachments + +If you would like to overwrite value of a field based on certain condition you can use bulk update with conditions. + +Lets say you have a customer group named 'Commercial' and you would like to change that to 'Retail' for all customer records. + +Below are the steps to do so... + +#### Step 1: Open Bulk Update + +You can open bulk update tool by typing and selecting Bulk Update in Awesome Bar or Search Bar at the top. + +#### Step 2: Select the DocType + +All the Document Types are listed in 'Document Type' field. + +Select Customer in 'Document Type' field. + +#### Step 3: Select the field + +After selecting the Documnet Type, all the fields in that document are listed in 'Field'. Choose the field which you would like to update. + +You can choose 'customer_group'. + +#### Step 4: Provide the new value + +Type the new value in 'Update Value' field. + +Type Retail in Update Value field. + +#### Step 5: Add Condition if required + +You can add the condition here. If the existing records satisfy this condition, only then the values are overwritten. + +Conditions should be entered in SQL format. + +* You can use a **EQUAL** condition: customer_group = 'Commercial' in Condition field. + +* You can use **LIKE** condition: customer_group LIKE 'Commercial' + +* You can use multiple conditions with **AND**: customer_group = 'Commercial' AND territory = 'Karnataka' + +* You can use **OR** conditions: customer_group = 'Commercial' OR customer_group = 'Individual' + +* You can use **NOT** condition: NOT customer_group = 'Commercial' + +Enter customer_group = 'Commercial' in condition field. + + +#### Step 6: Add a Limit + +There maybe thousands of record which meet the condition. It is better to update maximum 500 records at a time. + +Enter 10 in Limit field. + +#### Step 7: Click on 'Update' + +Finally click on Update button and check the records to make sure values are updated. + +You can also watch a [Video Tutorial on Bulk Update Tool](http://erpnext:8000/docs/user/videos/learn/bulk-update.md). + +> Be cautious while using the Bulk Update Tool as data is overwritten. Use Limit feature and update values in batches. + +{next} + + + diff --git a/foundation/www/docs/user/manual/en/using-erpnext/articles/index.md b/foundation/www/docs/user/manual/en/using-erpnext/articles/index.md index dfda826d..4e98cfe6 100755 --- a/foundation/www/docs/user/manual/en/using-erpnext/articles/index.md +++ b/foundation/www/docs/user/manual/en/using-erpnext/articles/index.md @@ -1,4 +1,8 @@ # Articles -{index} \ No newline at end of file +{index} + +{next} + + diff --git a/foundation/www/docs/user/manual/en/using-erpnext/articles/index.txt b/foundation/www/docs/user/manual/en/using-erpnext/articles/index.txt index 9e1c1595..df438436 100755 --- a/foundation/www/docs/user/manual/en/using-erpnext/articles/index.txt +++ b/foundation/www/docs/user/manual/en/using-erpnext/articles/index.txt @@ -10,4 +10,5 @@ search-filter tree-master-renaming letter-head-in-the-report global-search -copy-pasting-multiple-records-from-excel \ No newline at end of file +copy-pasting-multiple-records-from-excel +bulk-update