Working in Batches/Applying multiple changes

Red can carry out some supported actions across multiple transactions at once. The limit is currently set to 20 items at any one time to allow Red user's to properly review the changes they are attempting to make.

This can be useful when entering or changing several similar records. Red will still prepare the request and ask you to confirm before supported changes are submitted.

Red supports create batches for:

• Customers
• Suppliers
• Products
• Sales representatives
• Purchases
• Sales entries
• Sales invoices
• Sales credit notes
• Quotes
• Cash receipts
• Payments
• Cash payments

Each item in a batch is processed separately. A batch may partially succeed, so Red will identify which items succeeded and which failed.

Red does not currently provide a general batch-update or batch-delete operation. Supported changes to existing records are prepared and confirmed through the relevant individual update or delete workflow.

Try asking Red:

• “Create these ten sales entries.”
• “Create these customers as a batch.”
• “Create these products as a batch.”
• “Create these purchases as a batch.”
• “Create these sales credit notes.”
• “Create these cash receipts.”
• “Show me a preview of the complete batch before submitting it.”
• “Which items in this batch failed?”

If you are not sure what changes you have applied and want to review it, simple ask Red to "Show me the audit log" and it will show you a record of all the things you have changed in this session (since you last connected your companies to your AI platform of choice)