Problem
Customers need to perform bulk operations on many bookings or itineraries at once (sending documents, recalculating prices, adding/removing items) but the existing Bulk Operations tab requires SOQL knowledge and is intended for admin users only.
What We Found
Kaptio has released a new Bulk Manager UI built on Lightning Web Components that democratizes bulk operations for non-admin operational users. This interface works alongside the existing Bulk Operations tab.
Solution
- Enable access by granting the ‘AccessBulkManager’ custom permission to users who need Bulk Manager access
- Grant access to the Bulk Manager tab through the user’s profile or permission set
- Access Bulk Manager via: (1) App Launcher - search for Bulk Manager tab, (2) Package Editor - click bulk action button on components which pre-filters search criteria
- Use Multi-Criteria Search to filter by Package, Component, Component Option, Inventory Status, and Package Departure
- Select itinerary items to process - items are grouped by Package Departure with color-coded inventory status indicators (green/red)
- Use Primary Actions (always visible): Recheck Inventory, Recalculate, Replace
- Use Extended Actions (dropdown menu): Recheck Inventory and Recalculate, Recalculate Payment Schedule Rules, Reseller Commission Recalculation, Recalculate Cancellation Rules, Remove Itinerary Items
- Hover over passenger icons to see instant passenger information tooltips
Notes
- Only shows active itinerary items (Mode = Active)
- Items within groups are sorted by: Booking Number → Room Assignment → Date From → Created Date
- Inventory availability numbers are shown in real-time
- Availability status display appears only for relevant statuses: On Request, Not Available, Sold Out, Closed
- Child filters automatically update based on parent selections (dynamic field dependencies)
- Infinite scroll is supported for loading all itinerary items in selected departures
- Passenger tooltip fields are configurable via field sets on Itinerary and Passenger objects
- The existing Bulk Operations tab remains available for admin users requiring advanced SOQL-based operations
Warnings
⚠️ Users without the AccessBulkManager custom permission will not see the Bulk Manager UI ⚠️ Remove Itinerary Items action will prompt for confirmation before bulk removal
Source: KHELP-12295