Multi-location Bulk Edit is a feature that enables you to make mass adjustments to your shared datasets across multiple locations.

Bulk Edit is available standard on your Group's Multi-Location Platform as long there are shared datasets. The group owner user role is granted permissions by default and that user can assign permissions for other group users under Users in the Shepherd Menu.

NOTE: Bulk Edit may time out so be sure to make a smaller (or quicker) selection of updates to avoid losing all of your changes before they can be applied.

What can you edit using Bulk Edit?

You can edit multiple pieces or all pieces of data in a category at once. The categories of editable data include:

Clients
Patients
Reminders
Products

NOTE: Multi-Location Bulk Edit capabilities are reliant and restricted to elected group account sharing configurations. Some datasets can only be updated from the clinic-level if not shared across all locations. All inventory management is always managed at a clinic-level.

How to use Bulk Edit

Select the category of data you wish to change
Using search and filters, narrow the list of data to only the items you wish to change
Select Bulk Edit
Make appropriate mass changes to the fields in the modal
Select Update Data in the modal
Select Apply Changes
Review the changes in the confirmation modal and type 'CONFIRM' to complete the edit

Creating & Saving Filters

Once within a selected category, you can create and save a filter set. This would be for a scenario you intend to have mass updates for on a regular basis, allowing you to save time selecting your saved filter instead of having to manually filter your data again.

Select the Filter button
The first dropdown will present the columns in the data table, select one
The second dropdown will present all possible results for the selected column – choose the result you wish to view all data for
Add multiple filters to filter out data/results you do not want to change
If you plan to use this filter set again, select Save Filter Set button in the lower right corner of the modal. This will save the filter settings under the Saved Filters subtab
If you don’t need to save the filter set, just select the filter button in the lower left corner of the modal to adjust the data in the table.

Common Use-cases

Assigning taxability or non-taxability to products by product category or by multi-select
Applying or removing dispensing fees to products by product category
Pricing updates
Cadence of reminder notifications and applicable autocomplete products