CyberStore Ecommerce 2023 Documentation
Quick Action Menus on Console Grids (#16337)

A bulk Action Menu can be found in the top left heading area of any applicable data grids in the CyberStore Console. The action menu allows a site adminstrator to select one (or many) records by using the left most check box column in any applicable data grid. A user can select (and deselect) all records by clicking the checkbox directly below the Action Menu's lightning bolt. Below is an example of selectable checkboxes and an Action Menu:

When selecting rows for bulk actions, rows can be filtered, and the grid can be paged, and when the action is performed all selected records will be acted upon by choosing the desired action

Selecting Delete (where available) will permanently remove all selected rows. A confirmation screen will be displayed which must be confirmed before the removal happens.

The Export option will show a list of exportable formats available (currently XLSX and XLS formats for Excel, a PDF file, or CSV formatted data). When a format is selected, the CyberStore data for all selected rows will be downloaded to a file which can be saved to your desktop or device for use offline.

Specific Actions by Entity

Certain screens contain additional actions in their Action Menu drop down options which are contextual to the type of entity that the grid is for.

For example, Customer Maintenance has a specific action menu whose functions include the following:

 

The Import action allows for bulk import of Customer Numbers into a specific Customer Class

The Change Customer Class action allows one or more Customer records to be associated with a specific Customer Class

You can easily Put On/Release Hold for bulk customers which allows one or more Customer records to be placed on or removed from the CyberStore Hold status (this is separate and not inclusive of the SYSPRO Customer hold status).

 

See Also

Release Notes