--- title: How to Mass Edit and Bulk Save Items in a Document description: Update the same field for multiple items at once with Mass Edit, or save several manually edited items together with Bulk Save. --- [Skip to content](https://help.precoro.com/how-to-mass-edit-and-bulk-save-items-in-a-document#main-content) [Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en) [![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login) Open main navigation Close main navigation - [Contact us](https://help.precoro.com/kb-tickets/new) - [Customer portal](https://help.precoro.com/tickets-view) - [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) Hi there! How can we help you today? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.precoro.com/?hsLang=en) 2. [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en) 3. [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items) # How to Mass Edit and Bulk Save Items in a Document ## Update the same field for multiple items at once with Mass Edit, or save several manually edited items together with Bulk Save. TABLE OF CONTENTS: - [Mass Edit vs. Bulk Save: What's the Difference?](https://help.precoro.com/how-to-mass-edit-and-bulk-save-items-in-a-document#difference) - [How to Use Mass Edit](https://help.precoro.com/how-to-mass-edit-and-bulk-save-items-in-a-document#mass-edit) - [Where Mass Edit Is Available](https://help.precoro.com/how-to-mass-edit-and-bulk-save-items-in-a-document#available) - [Fields You Can Update with Mass Edit](https://help.precoro.com/how-to-mass-edit-and-bulk-save-items-in-a-document#fields-to-update) - [Restrictions for Mass Editing](https://help.precoro.com/how-to-mass-edit-and-bulk-save-items-in-a-document#restrictions) - [How to Bulk Save Items in Edit Mode](https://help.precoro.com/how-to-mass-edit-and-bulk-save-items-in-a-document#bulk-save) ### Mass Edit vs. Bulk Save: What's the Difference? These are two separate mechanisms that solve two different problems: - **Mass Edit** is a dedicated panel for updating specific shared fields, such as supplier, and custom item fields, across multiple selected items without opening each item in Edit mode. - **Bulk Save** lets you edit several items individually and save all changes at once instead of saving each item separately. ### How to Use Mass Edit If you need to enter or select the same option for multiple lines in an item table, you can use mass editing—no more copying values one by one. Here's how to do it with mass editing: 1. **Find the item table:** Open a document you’d like to change and scroll down. 2. **Select items:** Check the boxes in the leftmost column for the lines you want to edit. 3. **Open mass edit:** Once multiple items are selected, the Edit Items button appears at the bottom of the screen. Click it to open the sidebar. 4. **Apply changes:** Enter the necessary values in the sidebar and click Save. The changes will be applied to all selected items. **💡Please note:** - Your access to Mass Edit follows your permission to edit the same fields manually. There is no separate permission for mass actions. - Changes saved in one Mass Edit action appear as a single entry in the document's revision history. #### Where Mass Edit Is Available Mass Edit is available only for supported document statuses and to users who can edit the document at that stage. Explore the table below. | Document | Available statuses and who can use the mass edit | | --- | --- | | Purchase requisition | **Draft**—Requestor; **In Revision**—User currently revising the document; **Pending**—Approver; | | Purchase order | **Draft**—Requestor; **In Revision**—User currently revising the document; **Pending**—Approver; **Matching**—Purchaser (custom item fields only, on the matching table); | | Invoice | **Draft**—Requestor; **In Revision**—User currently revising the document; **Pending**—Approver (custom item fields only); | #### Fields You Can Update with Mass Edit The fields you can mass edit depend on the document type. See the table below. | **Document** | **Available fields for mass editing** | | --- | --- | | Purchase requisition | Category (a custom document field), supplier, custom item fields (text, date, or dropdown type) | | Purchase order | Category, if your company has categories enabled as a custom document field (not available for blanket purchase orders); item custom fields. | | Invoice | Custom item fields only, including invoices created from the AP Inbox. | **💡Please note:** - Supplier field can be available for Mass Edit only in purchase requisitions. It isn’t available through Mass Edit in purchase orders or invoices. - Setting a custom item field value automatically updates the linked budget, just as in single-item editing. If the field value or resulting budget is invalid, the changes aren’t saved. #### Restrictions for Mass Editing Mass Edit can be hidden or restricted in a few cases: - If the document contains only one item, the selection checkbox is not displayed. Edit the item individually instead. - If your role has no supported fields to edit. - Mass Edit is unavailable for documents with split costs. - If a purchase requisition was created from a marketplace, the supplier field is locked for mass editing. - The purchase requisition setting **Restrict Editing for Catalog Items** applies to Mass Edit too. If **Supplier** or **Custom Item Fields** restrictions are on, these fields become limited for mass editing based on user roles. Learn more about this function [here](https://help.precoro.com/how-to-set-up-a-purchase-requisition-module?hsLang=en#Items-Editing-Restriction). - In purchase requisitions, changes can't be saved through Mass Edit if any selected item has a price of 0. You will see the error message, and the supplier and custom field values will remain unchanged. Please set the correct prices before you use the mass edit function or mark items as Free of Charge. ### How to Bulk Save Items in Edit Mode Bulk Save is available on item tables for purchase requisitions, requests for proposal, purchase orders, and invoices in the **Draft**, **In Revision**, and **Pending** statuses. To bulk save items: 1. Open two or more items in **Edit** mode. 2. Once at least two items are in Edit mode, the **Edit** and **Save** action bar appears below the table. Opening Edit mode on a second item and each item after that automatically checks its box and adds it to the **Save** bar. 3. Click Save to apply the changes for all checked items. 4. To keep editing one item without including it in the bulk save, uncheck its box or save it directly in its row. The other items will remain in Edit mode. **💡Please note:** If during bulk saving validation fails for any item, none of the changes are saved. All affected items remain in Edit mode so you can correct the issue and try again. - [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en#main-content) - [Configurations](https://help.precoro.com/precoro-setup?hsLang=en#configurations) - [User Management](https://help.precoro.com/precoro-setup?hsLang=en#user-management) - [Custom Fields and Forms](https://help.precoro.com/precoro-setup?hsLang=en#custom-fields-and-forms) - [Supplier management](https://help.precoro.com/precoro-setup?hsLang=en#supplier-management) - [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items) - [Approval Workflow](https://help.precoro.com/precoro-setup?hsLang=en#approval-workflow) - [Location Management](https://help.precoro.com/precoro-setup?hsLang=en#location-management) - [Precoro Payments](https://help.precoro.com/precoro-setup?hsLang=en#precoro-payments) - [Two-factor authentication](https://help.precoro.com/precoro-setup?hsLang=en#two-factor-authentication) - [Security](https://help.precoro.com/precoro-setup?hsLang=en#security) - [US Based Server](https://help.precoro.com/precoro-setup?hsLang=en#us-based-server) - [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en#main-content) - [Warehouse Requests](https://help.precoro.com/how-to-use-precoro?hsLang=en#warehouse-requests) - [Requests for Proposals](https://help.precoro.com/how-to-use-precoro?hsLang=en#requests-for-proposals) - [Purchase Requisitions](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-requisitions) - [Purchase Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-orders) - [Service Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#service-orders) - [Receipts](https://help.precoro.com/how-to-use-precoro?hsLang=en#receipts) - [Invoices](https://help.precoro.com/how-to-use-precoro?hsLang=en#invoices) - [Expenses](https://help.precoro.com/how-to-use-precoro?hsLang=en#expenses) - [Budgeting](https://help.precoro.com/how-to-use-precoro?hsLang=en#budgeting) - [Inventory](https://help.precoro.com/how-to-use-precoro?hsLang=en#inventory) - [Reports](https://help.precoro.com/how-to-use-precoro?hsLang=en#reports) - [AP Inbox and Intelligent AP Automation](https://help.precoro.com/how-to-use-precoro?hsLang=en#ap-inbox-and-intelligent-ap-automation) - [Working with documents](https://help.precoro.com/how-to-use-precoro?hsLang=en#working-with-documents) - [Suppliers Portal](https://help.precoro.com/how-to-use-precoro?hsLang=en#suppliers-portal) - [Supplier Registration](https://help.precoro.com/how-to-use-precoro?hsLang=en#supplier-registration) - [Attachments, Filters, and Search](https://help.precoro.com/how-to-use-precoro?hsLang=en#attachments-filters-and-search) - [Mobile App](https://help.precoro.com/how-to-use-precoro?hsLang=en#mobile-app) - [FAQs and Troubleshooting](https://help.precoro.com/how-to-use-precoro?hsLang=en#faqs-and-troubleshooting) - [Precoro Integrations](https://help.precoro.com/precoro-integrations?hsLang=en#main-content) - [QuickBooks Online Integration](https://help.precoro.com/precoro-integrations?hsLang=en#quickbooks-online-integration) - [NetSuite Integration](https://help.precoro.com/precoro-integrations?hsLang=en#netsuite-integration) - [Xero Integration](https://help.precoro.com/precoro-integrations?hsLang=en#xero-integration) - [API Requests and Webhooks](https://help.precoro.com/precoro-integrations?hsLang=en#api-requests-and-webhooks) - [SSO Setting](https://help.precoro.com/precoro-integrations?hsLang=en#sso-setting) - [Google Integration](https://help.precoro.com/precoro-integrations?hsLang=en#google-integration) - [Power BI](https://help.precoro.com/precoro-integrations?hsLang=en#power-bi) - [Integration with Slack](https://help.precoro.com/precoro-integrations?hsLang=en#integration-with-slack) - [PunchOut Catalogs](https://help.precoro.com/precoro-integrations?hsLang=en#punchout-catalogs) - [Integrations via Connectors](https://help.precoro.com/precoro-integrations?hsLang=en#integrations-via-connectors) - [Bill.com Integration](https://help.precoro.com/precoro-integrations?hsLang=en#bill-com-integration) - [Precoro Updates](https://help.precoro.com/precoro-updates?hsLang=en#main-content) - [Releases, 2026](https://help.precoro.com/precoro-updates?hsLang=en#releases-2026) - [Releases, 2025](https://help.precoro.com/precoro-updates?hsLang=en#releases-2025) - [Releases, 2024](https://help.precoro.com/precoro-updates?hsLang=en#releases-2024) - [Releases, 2023](https://help.precoro.com/precoro-updates?hsLang=en#releases-2023) - [API Updates](https://help.precoro.com/precoro-updates?hsLang=en#api-updates) - [General changes](https://help.precoro.com/precoro-updates?hsLang=en#general-changes) [![Precoro](https://help.precoro.com/hubfs/Precoro.svg "Precoro")](https://precoro.com/) Copyright © 2026, Precoro ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/video_assets/220575446560/inherited/web_optimized.mp4", "dateModified" : "2026-08-28T15:16:18.419Z", "duration" : "PT22S", "height" : 1080, "name" : "mass-edit-1", "thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/mass-edit-1.mp4/medium.jpg", "uploadDate" : "2026-08-28T15:16:18.417Z", "width" : 1920 } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/bulk-save.mp4", "dateModified" : "2026-08-28T15:23:05.116Z", "duration" : "PT35S", "height" : 1080, "name" : "bulk-save", "thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/bulk-save.mp4/medium.jpg", "uploadDate" : "2026-08-28T15:23:05.114Z", "width" : 1920 } ```