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Bulk Actions in Rackbeat

Rackbeat’s bulk actions let you process multiple records at once, products, orders, shipments, customers, and more.

In Rackbeat, bulk actions let you perform operations on multiple records at once, saving you time and effort. This guide covers every module where bulk actions are available and explains each function in detail. Throughout the guide, you’ll find detailed explanations and use‑case examples to help you leverage these features efficiently.

Contents


Products

The Products module is where you manage your inventory items. Bulk actions here allow you to update product statuses, initiate purchase orders, generate sales drafts, and clean up unused items quickly—without editing each product individually.

In the Products Overview, select one or more products to:

  • Mark as barred
    Change status from Open to Barred, preventing further use. Can be reversed at any time.

  • Mark as open
    Change status from Barred back to Open, allowing use again.

  • Purchase products
    Opens a pop-up where you select purchase quantity and supplier, then creates a draft purchase order for the selected products.

  • Create order
    Opens a pop-up to choose a customer and quantity, then generates a sales order draft.

  • Create offer
    Same as “Create order,” but makes a sales offer draft instead of an order.

  • Delete
    Attempts to delete the products. Only succeeds if there are no transactions on them; otherwise, mark as barred instead.


Productions

The Productions module handles your manufacturing and assembly processes. Use bulk actions to combine production runs and streamline BoM‑based production orders.

In the Productions Overview, select multiple production orders (BoM runs) and click Merge to production to:

  • Merge into one production
    Combine all selected production orders into a single order for registration, tracking, and processing.


Adjustments

The Adjustments module tracks manual inventory adjustments. Bulk actions here let you process multiple adjustment drafts in one go.

In the Adjustments Overview, select one or more adjustment drafts to:

  • Book all
    Finalize every selected adjustment draft, updating inventory quantities immediately.

  • Delete all
    Remove every selected adjustment draft from the system.


Stock Movements

The Stock Movements module records internal transfers, location changes, and related movements. Bulk actions speed up processing of multiple drafts.

In the Stock Movements Overview, select one or more movement drafts to:

  • Book all
    Finalize every selected movement draft, executing all planned transfers.

  • Delete all
    Remove every selected movement draft.


Stock Checking

The Stock Checking module verifies on‑hand quantities against system records. Bulk actions enable fast confirmation of multiple checks.

In the Stock Checking Overview, select one or more checking drafts to:

  • Book all
    Finalize every selected stock‑checking draft, updating the system with confirmed counts. (Bulk deletion is not available.)


Purchase Orders

The Purchase Orders module manages orders you send to suppliers. Bulk actions help you create receipts and invoices from multiple POs efficiently.

In the Purchase Orders Overview, select one or more purchase orders to:

  • Merge purchase orders to one receipt
    Creates a single receipt draft for all selected POs—must be from the same supplier and not yet Received.

  • Create X receipt(s)
    Generates one receipt draft per selected purchase order.

  • Merge purchase orders to one invoice
    Creates a single invoice draft for all selected POs—must be from the same supplier and not yet Invoiced.

  • Create X invoice(s)
    Generates one invoice draft per selected purchase order.

  • Delete
    Deletes selected POs only if they’re in draft status; otherwise complete them first, then adjust or credit afterward.


Suppliers

The Suppliers module lists all your vendors and their details. Bulk actions allow quick status updates and cleanup.

In the Suppliers Overview, select one or more suppliers to:

  • Mark as barred
    Change status from Open to Barred, preventing new transactions. Reversible at any time.

  • Mark as open
    Change status from Barred back to Open.

  • Delete
    Removes suppliers with no transactions; otherwise use Mark as barred and clear transactions before deletion.


Sales Orders

The Sales Orders module tracks customer orders from creation through fulfillment. Bulk actions here cover shipments, invoicing, backorders, and more.

In the Sales Orders Overview, select one or more orders to:

  • Merge into X shipment(s)
    Combine selected orders into X shipments, grouping only like‑customer orders together. If you request more shipments than customers, it creates one per customer.

  • Convert into X shipment(s)
    Creates one shipment per selected order, regardless of customer (e.g., 5 selected orders → 5 shipments).

  • Create backorder
    For a single customer, cancels unfulfilled lines of selected orders and consolidates them into one new backorder order.

  • Convert to X invoice(s)
    Creates one invoice per selected order (across any customers), invoicing full or remaining uninvoiced lines.

  • Create X draft purchase order(s)
    Opens a pop-up listing every product line of the selected orders. Adjust quantities, change supplier or location, or remove lines. The system then generates one draft PO per unique supplier chosen.

  • Merge orders into one invoice
    Combines selected orders (single customer only) into one invoice draft, billing full or remaining amounts.

  • Delete
    Deletes selected orders only if they’re still in draft; otherwise complete them first, then adjust or credit as needed.


Shipments

The Shipments module manages outbound shipments and documentation. Bulk actions help you prepare shipping materials.

In the Shipments Overview, select one or more shipments to:

  • Download picking lists
    Generate a PDF containing the picking list for each selected shipment, ready for printing or distribution.


Customers

The Customers module stores your customer master data. Bulk actions make it easy to update statuses or clean up unused records.

In the Customers Overview, select one or more customers to:

  • Mark as barred
    Change status from Open to Barred, preventing new orders. Reversible at any time.

  • Mark as open
    Change status from Barred back to Open.

  • Delete
    Removes customers with no transactions; otherwise use Mark as barred and clear transactions before deletion.


Bulk actions are not available in these functions:

  • Bill of Materials (BoMs)

  • Internal movements

  • Receipts

  • Supplier invoices

  • Supplier groups

  • Offers

  • Customer invoices

  • Customer groups


Frequently Asked Questions

Q1: Can I delete multiple products or suppliers that already have transactions?
No. You must first ensure they have no transactions; otherwise, use Mark as barred and then delete when transactions are cleared.

Q2: What happens if I try to merge records from different customers or suppliers?
The system prevents merging—you can only combine records from the same customer or supplier into a single shipment, invoice, or receipt.

Q3: How are partially invoiced or received orders handled in bulk actions?
When converting to invoices or receipts, the system only processes the remaining uninvoiced or unreceived lines, generating one invoice or receipt per order unless a merge function is used for same-customer or same-supplier records.