---
title: Bulk actions on orders
id: orders.bulk-actions
description: "Tick quotes, sales orders or purchase orders on a list, then send, fulfil, receive or tag them together after a check of which ones will change."
lastUpdated: 2026-10-16
order: 15
---

## What it does

A bulk action runs one action on every order you tick. Ticked rows bring up a bar at the top of the list. [Work boards and tasks](/docs/boards/overview.md) covers ticking rows and selecting every match.

Each action follows the rules of the same action on the order page. Before anything changes, the window shows how many orders will change and why Lucrii skips the rest. It checks as soon as the action's settings are filled in, and again each time you change them. Typing a send's subject and message, or a cancel's staff note, doesn't start a new check. Lucrii takes them when you select the button that confirms the job. Lucrii groups the skipped orders by reason. The Show button beside a reason lists up to 10 of them, each linked to its page. A link such as "and 12 more" opens the rest in Bulk Activity. These links open in a new tab. A button such as Select 3 Skipped Sales Orders ticks the orders with that reason. Lucrii leaves the button out when every order you selected has that reason. When you select one order and Lucrii skips it, the window gives only the reason. For payments and refunds, Payments to Record or Refunds to Issue shows the total for each currency.

When the job finishes, a message says how many orders changed and how many Lucrii skipped. The message shows wherever you are in Lucrii. View Job opens the job in Bulk Activity. Select Skipped ticks the skipped orders again, and Select Failed ticks any that failed. Lucrii offers these two buttons only while you stay on the list the job came from. A message with skips or failures does not close by itself. You close it.

| Action | What it does |
| --- | --- |
| Send Quote, Send Invoice, Send Purchase Order | Emails each order's document with one shared message. A quote or an invoice goes to the order's customer, and a purchase order goes to its vendor. The send window is wider than the others to fit the message's formatting buttons |
| Mark as Won | Marks each sent or viewed quote as won and creates its sales order |
| Mark as Lost | Marks each draft, sent or viewed quote as lost |
| Record Full Payment | Records what each sales or purchase order still owes, from the source you choose |
| Mark as Fulfilled | Ships every unit still to ship on each sales order from the Fulfil From location. Leave it blank to use each order's own location, or your default location for an order with none |
| Mark as Received | Receives every unit still to arrive on each purchase order at the Receive At location. Leave it blank to use each order's own location |
| Cancel | Cancels each open or invoiced sales order, and each purchase order that is not closed |
| Edit Fields | Sets Assignee, and the Expected Date on a sales or purchase order. Assignee takes a team, then a person from that team. Choose Set or Clear under the field's name. Clear removes the assignee and keeps the team. You can clear the date. Its calendar doesn't offer a day before today |
| Tags | Adds, removes or replaces tags. Choose Add, Remove or Replace under How to Change. It starts on Add. The window's title follows your choice |
| Watch, Unwatch | Starts or stops you watching each order |
| Delete | Deletes won or lost quotes, and closed or cancelled orders |

Cancel on sales orders takes a reason and an optional staff note. These boxes start ticked.

- Refund each order's outstanding paid amount.
- Restock each order's shipped units.
- Email a cancellation notice to each customer with an email address. The notice goes only to customers who have one.

For one order, the first two read Refund the outstanding paid amount and Restock shipped units.

Date Won, Date Lost and Date Paid are optional on Mark as Won, Mark as Lost and Record Full Payment. Leave the date empty or choose today, and Lucrii dates each change at the moment it makes it. An earlier day dates the change on that day, in your organisation's timezone.

## Before you start

- Lucrii skips an order the action cannot change, with its reason. The rest go ahead.
- You can't undo a cancel or a delete. Cancelling or deleting more than 25 orders asks you to type how many.
- Mark as Won creates a sales order for each quote. Each one counts toward your sales order limit, and Lucrii skips quotes past it. The check warns you when you tick more quotes than your limit has room for. It reads "Only 3 of these quotes fit within your sales order limit. The rest will be skipped." or "Your sales order limit is full, so each of these quotes will be skipped."
- A send goes only to orders whose customer or vendor has an email address. In a demo organisation, Lucrii doesn't send the email.
- A send covers at most 100 orders. Each order is one customer email. Your plan limits how many customer emails your organisation sends a day. [Plan, usage and payment](/docs/settings/billing.md) says what counts and gives each plan's limit.
- Before a send runs, the window shows how many customer emails are available, as in "You can send 47 more customer emails today." If the orders need more than that, Lucrii stops the job before anything is sent and says when you can try again. If they need more than your plan's whole daily limit, Lucrii stops the job and asks you to send fewer at once. You must verify your email address before Lucrii sends customer emails for you.
- The cancellation notice counts one customer email for each order whose customer has an email address. If the orders need more than are available, Lucrii stops the job before any order is cancelled.
- A send needs a default template for its document. Without one, Lucrii skips each order with "There is no default invoice template. Set one as the default in Settings, under Templates.", naming the quote, invoice or purchase order template.
- Date Won, Date Lost and Date Paid can be today or earlier. Leave the date empty for today. The calendar offers no later day. Through Hermes or an MCP client, a later day skips each order with "The date cannot be in the future."
- Record Full Payment records what each order owes and never more. Record an overpayment on the order page.
- You must refund a purchase order's payments before you cancel it.
- An order that moves to another team under Assignee loses its assignee unless you choose one. Changing the team on the order page does the same.
- Edit Fields skips an order whose chosen assignee is not a member of its team. The reason reads "Choose an assignee from this order's team." The order page refuses that assignee with the same words.
- Edit Fields skips an order whose new Expected Date is before today in your organisation's timezone, with "Choose today or a later expected date."
- An order closed by hand before it was fully paid and fulfilled or received reopens when it is edited. That covers the order page and Edit Fields.
- You can have three jobs in progress at once, counting bulk actions and exports together. [Quotes, sales orders and purchase orders](/docs/orders/overview.md) says how the limit works.

## How to use it

1. Open Orders and choose Quotes, Sales Orders or Purchase Orders.
2. Tick the box beside each order you want, or the box at the top of the list for every order on the page.
3. Select an action in the bar, or More Actions (⋯) for the rest.
4. If the action has settings, fill them in. The window checks the orders as you go.
5. Read how many orders will change and why Lucrii skips the rest. Then select the button that counts them, such as Mark 2 Quotes as Won.
6. Read the message, as in 12 sales orders paid in full, 3 skipped. When Lucrii skips every order, it reads "No sales orders paid in full. 3 skipped". View Job opens the job in Bulk Activity. Select Skipped ticks the skipped orders again, and Select Failed ticks any that failed.

A large selection keeps going while you use the rest of Lucrii. Bulk Activity under Settings lists it until it finishes and for 30 days after.

## Troubleshooting

- Lucrii skipped an order you expected to change. Open the job in Bulk Activity to read the reason beside each skipped order.
- A send reports "This may have been sent already. Check it before sending again." The job stopped partway through that order. Lucrii never sends it a second time by itself. Check the order's timeline before you send it again.
- Record Full Payment skips an order that owes nothing with "This order has nothing left to pay." That covers an order paid in full, one refunded in full, and a cancelled order paid in full.
- The payment total shows two amounts. The ticked orders are in two currencies, and each currency has its own total.
- A cancelled order's customer did not get the cancellation notice. Another send used the available customer emails while the job ran. The message at the end counts these orders, and the job page shows the reason beside each one.

## Related

- [Quotes, sales orders and purchase orders](/docs/orders/overview.md): Switch between the quotes, sales orders and purchase orders lists, each with figures above it and views that filter it by status.
- [Recording payments](/docs/orders/payments.md): Record money received against a sales order, or paid out on a purchase order, in the payments card.
- [Fulfilling and receiving](/docs/orders/fulfilment.md): Record a fulfilment to ship a sales order's lines out of a location or receive a purchase order's into one. Orders that move no stock use a Mark as fulfilled button instead.
- [Emailing and downloading documents](/docs/orders/documents.md): Preview a quote, an invoice or a purchase order in the send window and email it to the order's contact. Resend it later, or download it as a PDF.
- [Exporting orders](/docs/orders/import-export.md): Download quotes, sales orders or purchase orders as a CSV file, with one row per order or one row per line.
- [Bulk Activity](/docs/settings/bulk-activity.md): See the imports, exports and changes to many records at once that your role shows you, and what happened to each record.

## Changes

- [A daily limit on customer emails](/changelog/2026-10-16#2026-10-16-a-daily-limit-on-customer-emails) - 2026-10-16
- [Assignee and an All view on order and task lists](/changelog/2026-10-16#2026-10-16-assignee-and-an-all-view) - 2026-10-16
- [Bulk actions on orders](/changelog/2026-10-16#2026-10-16-bulk-actions-on-orders) - 2026-10-16
- [Bulk actions with Hermes](/changelog/2026-10-16#2026-10-16-bulk-actions-with-hermes) - 2026-10-16
- [Quests for bulk actions](/changelog/2026-10-16#2026-10-16-quests-for-bulk-actions) - 2026-10-16