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Audience: MSP staff and Company users explicitly permitted by their MSP to edit the relevant budget products. Changes save immediately and can affect shared catalog entries.

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Update several products

  1. Open Budgets Menu > Products and check company scope.
  2. On the current page, tick only the intended rows. Work one page at a time; check the product names before proceeding.
  3. Open Actions (count Selected) > Bulk Edit.
  4. Tick the checkbox beside each field you intend to change, then provide its value. Unchecked fields stay unchanged.
  5. Choose Update Products. Refresh and inspect each affected product; partial failures can leave some rows updated and others unchanged.
Bulk Edit does not change names, SKUs, recurrence or company assignments. Use the single-product editor for name, SKU and billing changes.
Keep each operation on one loaded page. The current selection controls do not provide a dependable whole-catalog bulk operation. Changing pages or company context can make the selected count difficult to reconcile; clear the selection and explicitly select the intended visible rows again.

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Delete one product

  1. Locate the exact product and open its row … > Delete.
  2. Read Delete product? and confirm Delete, or choose Cancel.
  3. Verify that the product disappeared after refresh.
The dialog explains that budgets referencing the product keep their existing numbers. Deletion removes the reusable catalog entry; it does not remove copied budget costs or delete the provider’s product. There is no catalog undo control.

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Delete selected products

Select the intended visible rows, then choose Actions (count Selected) > Delete Selected. This currently starts deletion immediately, with no second confirmation dialog. Check the selection before choosing it. Use individual row deletion when you need a confirmation step for each product. Review the remaining list after a bulk deletion. A bulk request can partially succeed; do not assume every selected row was deleted because the menu closed. Related: Read the catalog, Create and edit products.

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Frequently asked questions

Select the intended rows on one Products page, open Actions > Bulk Edit, check Unit Price, enter the amount and choose Update Products. Verify each affected row.
No. Only checked fields with applicable values are sent. Check Description and leave it blank if you specifically want to clear descriptions.
No. Blank choices for those fields are ignored. The current bulk dialog does not offer a clear option for them.
Bulk Edit offers existing vendor values from the selected products. Open a product row > Edit to enter a new vendor.
No. Recurrence is available in the single-product editor, not Bulk Edit.
No. It currently begins deletion immediately. Review the exact visible selection first, or use each row’s Delete action for an individual confirmation.
No. Existing budget lines keep their copied numbers. The action removes the catalog entry and does not delete a provider product.
Refresh and inspect the affected rows. Individual failures can leave a partially completed update or deletion; do not rely only on the dialog closing.