Access the Sub/Vendors Section
To manage your subcontractors and vendors:
Open Buildern.
Click the People icon in the top-right corner.
Select Sub/Vendors.
š Learn more about How to Add a New Subcontractor or Vendor in Buildern
Select Multiple Sub/Vendors
Once on the Sub/Vendors page, you can proceed to select multiple records to bulk edit them.
To use the Bulk Action Toolbar, follow these steps:
Locate the sub/vendor you want to update.
Select the checkbox next to each sub/vendor.
You can also use the checkbox in the table header to select all visible records.
Once one or more sub/vendors are selected, the Bulk Actions toolbar will appear at the bottom of the screen.
Bulk Change - The Bulk Change menu allows you to update multiple subcontractors and vendors at once. Each feature updates a specific field across all selected records.
Labels - You can change in bulk labels for multiple sub/vendors.Labels help you categorize and organize records by trade, specialty, location, or any custom grouping used in your company.
Default Cost Code - You can change in bulk the default cost code for multiple sub/vendors. This cost code is automatically applied in related project transactions, helping standardize cost tracking across records.
Payment Terms - You can change in bulk payment terms for multiple sub/vendors. This ensures consistent payment schedules and conditions across all selected records.
Amounts are - You can change in bulk financial values for multiple sub/vendors. This allows you to update or standardize amounts without editing each record individually.
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ā¹ļø Note - The Amounts Are setting update does not affect historical data. Once changed, it will apply only to new transactions created for the vendor.
This setting in Buildern is synchronized with the āAmounts Areā field in the Xero contact. However, changes made via Bulk Change are not automatically pushed to Xero.If you update the Amounts Are setting using Bulk Change, you will need to manually sync the changes by clicking the three-dot menu next to the vendor and selecting āPush to Xero"
Merge - You can merge multiple sub/vendors, including both companies and contacts, into a single record. This is useful when duplicate entries exist across your Sub/Vendors directory.
When selecting this option, you will see the Merge Company/Contact window, where all related information and notes are displayed before confirming the action. You can review the details of the records that will be combined into one.
ā¹ļø Note - This action cannot be undone, so make sure to carefully review the information before completing the merge.
Delete - You can delete multiple sub/vendors at once using the bulk action.
When selecting this option, you will see a Confirm Removal window before the action is completed. This window allows you to review your selection and confirm whether you want to proceed with deleting the chosen records.
ā¹ļø Note - Once deleted, this action cannot be reversed, so ensure all selected records are correct before proceeding.
With these steps, you can efficiently manage your workflow in Buildern.
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Happy Building!