What is Bulk Action?
The Bulk Action feature allows you to create or update a large number of suppliers on Canopy at once, without having to action each individual supplier.
The Bulk Action button can be found in the top right of the 'Suppliers' page.
What is the difference between 'Bulk Create' and 'Bulk Update'?
Bulk Create:
Allows you to create multiple supplier records at once. When creating records you can choose to:
Create as 'Record Only'
- Suppliers are created but not entered into workflow.
- Click here to find out more about 'Record Created'.
Create and invite supplier
- Suppliers are created and directly invited without requiring request approval.
- Click here to find out more about how to invite suppliers in bulk.
Bulk Update:
Allows you to update supplier records in bulk using a .csv template.