Issue with Batch Update of Sales Invoices – Deleting Items and Customer Address Field

1

Hello,

I have noticed an issue when performing a Batch Update on sales invoices. Specifically:

  1. Items on the invoice are being deleted after the update.
  2. The Customer Address field is either being replaced or deleted entirely.

Please see the attached screenshots for reference.

This is causing significant inconvenience, as it disrupts the accuracy of my sales invoices. Could you please look into this issue and provide a fix or guidance?

Thank you for your support.

Screenshot 2025-01-26 161637
Screenshot 2025-01-26 1616371897×972 159 KB

2

No issues when I tried it on Desktop Edition v25.1.26.2047.

What fields would you like to update? I tried Replacing Customer and Inventory Item, using Guid and using Code, everything went well.

1 Like
3

I’m sorry, issue is with Inventory item, so please try to change some thing else, may it is not copying item at time of “copy to clipboard” I will try again later and upate…

4

Batch update replaces the entire document with the text you copied.

Meaning, if you Copy to clipoard your Batch Update data and paste to spreadsheet.

Then you delete columns from within your spreadsheet and use this dataset, then whatever data deleted in your spreadsheet will get deleted in the Batch update operation.

5

But not if you delete rows as Manager uses the key field to select the database record to be updated.

6

Okay Thanks a lot may it helps

7

Customers field on sales spreadsheet doesn’t pick the customer names. Can you help me with that?

8

You should use the Code field instead of name.

If you don’t want to use the Code field, you need to use the UUID or key.

You can get this information by Batch updating your customers

9

Can you upload a sample for me to look at, using a batch sales spreadsheet?

10

Well, I have gotten the customer key at the end of the customers spreadsheet. Where do you place those keys in the batch create sales spreadsheet to match the customers with their sales?

11

If you want to get Customers UUIDs in order to use them in your Sales Invoices or any other tabs, you can go to: Customers > Batch Operations > Batch Update > Copy to Clipboard

You can paste this data in a spreadsheet. You will find the UUIDs in the key which is the last column.

12

Which column would I put these Customer keys on the batch create spreadsheet for sales invoices in other for the customers to have their sales assigned to them? A simple steps would do, Sir.

13

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1 Like
14

Great.
Thank you very much for your assistance.