Editing Mass Order Editor

Mass Order Editor is a rapid batch processing application allowing a huge increase in productivity of your operations.

[[File:MassOrderEditor1.png]]

<h3>Features of Mass Order Editor:</h3>
* Filter order based on numerous conditions to focus in on specific orders to change.
* View many orders at once in a summary format
* Multiple select many orders for changing
* Search orders through a filtering smart search
* Select 10, 25, 50 or 100 orders to show at once on the screen.
* Make changes to orders all at once based on the changes needed.  Change any of the following
** Close orders
** Void orders
** Change Order status
** Classes (for QuickBooks class tracking)
** SLA categories
** Service Codes
** Zones
** Assigned To for assigning techs to orders
** Lead Tech
** Primary Tech
** Secondary Tech
** Due Date
** [[File:MassOrderEditor2.png]]

<h3>Operation of Mass Order Editor</h3>
The following is a typical process for the mass order editor:
# Login to [[High5Hub]] or the mass order editor link
## In the Hub select Applications>Utilities>Mass Order Editor.  If you do not have this function for your login please contact High 5 Software representative to enable it.
# Show or Hide the columns you want to show
## [[File:MassOrderEditor4.png]]
# Search and Filter the orders you want to change by using the following:
## Search filter
## Open orders button to show all the open orders
## My Orders button to show only the orders assigned to you
## Technician drop down to show only the orders assigned to that tech
## [[File:MassOrderEditor3.png]]
# Select the orders you want to change by click on the order to highlight
## To select orders on multiple pages, check the box next to "Apply actions across selections on all pages regardless of visibility?"
## [[File:MassOrderEditorHighlight.png]]
# Change the orders using the following:
## Change button with the drop down to field.  The to field will change depending on the change drop down selection
## [[File:MassOrderEditorChange.png]]
# Select the Change button to initiate the changes
## A confirmation screen will appear and show the number of orders to be changed.  Make sure the number of orders you selected matches the confirmation screen.
## [[File:MassOrderEditorConfirm.png]]

<h3>Manual changes per order</h3>
Mass order editor also allows manual changes on each order from this screen.  The following are the available functions:
* Close Order
* Void Order
* Append text to service performed
** [[File:MassOrderEditor-Append.png]]