Bulk Edit Bookings

When editing many bookings, use the bulk edit feature to save time and ensure that edits are consistent.

To edit bookings in bulk:

  1. Within the campaign record, select at least two bookings by enabling the check boxes in their rows.
  2. Click the Button---Pencil.png button.

    3. This presents the Bulk Edit Bookings dialogue box.

    This dialogue box allows chartists and digital schedulers to edit several properties.

    • Customer Loyalty Discount
    • Repeat Business Discount
    • Booking Type
    • Tax Code

    The editors largely all work the same way.

  3. To choose a value, select Set To in the Booking Type drop-down menu, and set a value. To delete values, select Remove.

  4. To edit Discounts, click the Customer Loyalty or Repeat Business drop-down menu to select Set To and then enter a percentage value in the adjacent field.

  5. To edit a Booking Type, select Set To and then choose:
    • Filler
    • Fixed
    • Moveable
    • Pre-Emptable
    • Void
  6. To edit a Tax Rate, select Set To from the drop-down menu, and then enter a percentage value in the adjacent field.
  7. Click Apply to save the changes.

    8. If the values resulting from the discounts end up going below rate card values a message will be presented.

See Also: