Applying Mass Changes to a Work Order Quote

1. From any open work order quote, click the Details tab.
   The Details tab will appear.

   

   Details

2. On the Details tab, click the Quote Options link and select Mass Change from the drop down list.
   The Update Work Order Quote screen will appear.

   

   Update Work Order Quote screen

3. On the Update Work Order Quote screen, enter the values you want to change on every segment of the quote using the available fields.
   -OR-
   Click the Click here to import the current segment values link to import the current segment values.
   The Update Work Order Quote screen will refresh with the current segment values.

   

   Updated Update Work Order Quote screen

4. Click Save.
   The values selected on the Update Work Order Quote screen will be applied to each segment of the quote.

   Note:  Only fields that you have entered a value for will change on the quote segments. All other fields will retain their original values.