The Purchase Order Bulk Change feature is a vital administrative tool for managing staff transitions or reallocating workloads. It allows a Community Administrator to transfer the ownership of up to 200 purchase orders from one buyer to another in a single process.
How to Bulk Change Buyers on Orders
Locate the Orders:
Navigate to the Marketplace module and select Orders.
Open the Filters menu.
Crucial Step: Clear the Created Date field to ensure you aren't limited by a specific timeframe.
In the Buyer field, select the user whose orders you want to reassign.
Initiate Bulk Change:
Click the Export button and select Bulk Change from the dropdown menu.
Select the Orders:
The Bulk Change screen will list the orders. Check the boxes for specific orders or use Select All (up to the 200-order limit) at the bottom.
Once completed, select Continue.
Define the Update:
On the next screen, select Update Buyer and click Continue.
New Buyer: Choose the recipient in the New Buyer field
Note: You must enter a reason or message in the Note field for audit purposes and select Continue.
Finalize:
Review the confirmation screen. If the list is correct, select Finish. A confirmation alert will appear at the top of your screen.
Auditing the Change
Every time an order buyer is changed, it is recorded in the system's audit trail to ensure transparency.
To verify the change: Go to Marketplace > Orders and search for a specific order number.
View History: Click on the order and select the History tab to see the event details, including who performed the change and the note provided.