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Excel-style editing – even faster management of products and business partners in Z24

Writer: Z24
Z24
4 hours ago
5 min read

A large database of products and suppliers is a company’s strength, but it also involves day-to-day administrative work. Changing prices, adding codes, correcting addresses, applying discounts or updating price lists can take a considerable amount of time, especially when each item has to be opened separately.


In Zamawiaj24, this process has become much simpler. The platform now features tabular editing of products and business partners – a way of working familiar from spreadsheets. The administrator can edit data directly in the table cells, navigate between them using the keyboard and save multiple changes with a single click.


This feature has been designed with companies in mind that work with large product catalogues, extensive customer databases and active sales teams. Distributors, wholesalers, sales managers and SFA system administrators will find it particularly useful.


Widok z góry na tablet magazynowy z tabelą produktów na ekranie.
Edycja danych w tabeli skraca codzienną pracę z katalogiem produktów.

Less clicking, more actual work on the data


Until now, changing data in many systems has required a repetitive process. You had to find a product or a contractor, open a form, amend a specific field, save the change, return to the list and move on to the next record.


When there are only a few changes, this isn’t a problem. With a larger database, however, it quickly becomes a tedious task. If you need to update several dozen prices, correct units of measurement, change VAT rates or assign new statuses to business partners, every additional operation adds to the workload.


A new feature in Zamawiaj24 simplifies this process. The administrator can view the data in a table and edit it without having to open further windows. In practice, this means:


  • wpisywanie wartości bezpośrednio w komórkach,

  • szybkie przechodzenie między polami za pomocą klawiatury,

  • poprawianie wielu rekordów w jednym widoku,

  • zapisanie wszystkich zmian dopiero po zakończeniu pracy.


To podejście jest szczególnie wygodne tam, gdzie dane zmieniają się często. Sprzedaż B2B działa dynamicznie, a aktualne informacje w systemie mają wpływ na pracę handlowców, obsługę zamówień i komunikację z klientami.


Faster Product Updates Without Opening Individual Forms


In a product catalog, the information that changes most frequently is often the information that directly affects sales offers and orders. Prices, tax rates, product names, codes, and units of measurement must always be up to date, as they are used by field sales representatives, customer service teams, and sales managers.

The new inline product editing feature in Zamawiaj24 allows users to conveniently update information such as:

  • Selling prices

  • Purchase prices

  • VAT rates

  • Product names

  • Product codes and SKUs

  • Product categories

  • Units of measurement

Consider a simple example. A company receives an updated price list from a supplier and needs to revise purchase prices and selected selling prices. Traditionally, an administrator would have to open each product record individually. Now, they can search for the relevant products, sort the list, move between cells, and make all the necessary changes in a single view.

The same applies to correcting product names or codes. If inconsistencies appear in the catalog, there is no need to switch repeatedly between individual forms. Administrators can work directly in the table, much like in a spreadsheet, without leaving Zamawiaj24.

For businesses, this means less time spent on administration and a lower risk of overlooking information during repetitive data-entry tasks.


A Customer Database That's Easier to Maintain


An accurate customer database is essential for efficient B2B sales operations. An incorrect delivery address, an outdated phone number, or an incorrectly assigned price list can quickly create problems for sales teams and order processing.

Inline table editing in Zamawiaj24 also makes it easier to maintain customer and business partner records. Administrators can conveniently update addresses, contact details, and settings that affect how customers are served.

Editable information includes:

  • Addresses and contact details

  • Customer categories

  • Customer statuses

  • Sales territories

  • Retail chains

  • Assigned price lists

  • Discounts

This is particularly useful during organizational changes. When customers are reassigned to a different sales territory, their records can be updated more efficiently. When a wholesaler introduces new discount groups, administrators can adjust the relevant settings across multiple records. And when a company cleans up its contact database after a telephone campaign or a customer information update, working directly in the table eliminates unnecessary navigation between forms.

Effective customer data management is not just about collecting information. Maintaining data quality over time is equally important. The easier it is to update records, the more likely the system is to remain accurate and reliable.


Save Multiple Changes at Once


The new editing experience is not just about making changes faster. It also improves how those changes are reviewed and confirmed.

Administrators can edit multiple fields, move between cells, review their updates, and save everything with a single click. This batch save functionality is particularly useful when working with larger datasets.

It offers several practical advantages.

First, users can focus on completing the task rather than saving each individual record. Second, reviewing a series of changes before confirming them becomes easier. Third, the workflow is smoother because there is no need to repeatedly open forms and wait for individual records to be saved.

This is where the real value of bulk data editing becomes clear. It is not simply about reducing the number of clicks. It is about providing a more efficient way to manage information that directly impacts sales.

Well-maintained customer records also make everyday B2B order processing easier.

Search, Sorting, and Pagination Make Large Datasets Manageable

Working with a large database requires more than the ability to edit individual cells. When managing thousands of products and customers, quickly locating the right records is essential.

That is why inline table editing in Zamawiaj24 works alongside familiar data management features:

  • Search

  • Sorting

  • Pagination

Search helps administrators narrow down the list to specific products or customers. Sorting makes it easier to organize records by price, name, category, status, or other fields. Pagination allows users to navigate large datasets without overwhelming the interface.

As a result, product management and customer database management become more convenient, even for companies handling extensive product catalogs or large customer networks.

This also benefits field sales teams. Accurate data supports sales force automation by ensuring that representatives work with the correct prices, discounts, price lists, and customer information.

In this context, Zamawiaj24 serves as practical field sales management software and an SFA (Sales Force Automation) solution, supporting everyday B2B sales processes without adding unnecessary administrative work.


Traditional Forms Are Still Available


The new feature does not replace the existing editing workflow. Traditional product and customer forms remain available.

This matters because different tasks require different tools. For quick changes such as updating a price, category, discount, or status, editing directly in the table is usually more convenient. For detailed configuration of an individual record, the traditional form may still be the better option.

Users can choose the workflow that suits them best. They can make quick adjustments directly in the table or open a full form to manage the details of a specific product or customer.

The new functionality therefore builds on familiar workflows rather than replacing them, giving users an additional, more efficient way to work.


A Small Interface Change That Makes a Big Difference


Inline table editing feels familiar because it resembles working in a spreadsheet. The difference is that everything happens directly within the platform where the company manages products, customers, sales representatives, and B2B orders.

This reduces the time between identifying a required change and updating the information in the system. A new price can be reflected in the product catalog sooner. A corrected address becomes available in the customer record more quickly. An updated discount can be applied to the appropriate sales conditions without unnecessary delays.

Zamawiaj24 has been developed for nearly 20 years as a Polish software platform helping businesses organize field sales operations, customer relationships, and B2B order management.

The new inline editing functionality continues that approach. It simplifies everyday administrative tasks and reduces repetitive work for employees responsible for maintaining business data.

For companies managing large product catalogs or extensive customer databases, the benefits can quickly become noticeable.

Fewer windows to open. Less switching between forms. More efficient management of the data that drives sales.

Discover Z24 and see how inline table editing can simplify your everyday B2B sales administration.


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