How to Use the "Apply Settings to All Products" Feature
How to Use the "Apply Settings to All Products" Feature |
What Does This Feature Do?
The “Apply settings to all products” option lets you quickly apply specific settings to all products from a supplier. This saves time compared to updating each product individually.
When you apply these settings, they will override your current product settings with the selections you make.
Available Settings You Can Apply
When using this feature, you’ll see several categories of settings you can apply to all products:
1. Financial
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Tax Rate – Apply a consistent tax rule (e.g. GST on Expenses) across all products.
2. Account Codes
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Purchase Account – Assign a default purchase account code to all supplier products (e.g. “112 – Wires”).
3. Tracking Categories
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Technician – Allocate products to a technician tracking category.
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Lead Source – Tag products with a lead source category.
4. Sale
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Sales Method – Apply the sales method for all supplier products, such as Supplier Setting Markup.
How to Apply Settings to All Products
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Go to the Supplier Settings page for the chosen supplier.
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Click on Options > Apply settings to all products.
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Tick the checkboxes for the settings you want to apply.
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Click Apply to update all products.
⚠️ Important: Applying these settings will override the existing settings for all products linked to this supplier.
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