Overview
You can update many items or services across a specified set of categories, subcategories or specific items all at once. There are several update options available:
Change Controlled Status - Sets the "Controlled" value for the selected items to "Controlled" or "Not Controlled"
Change Fees - Allows applying fees to the selected items
Change Next Due - Changes the default "Next Due" value for the selected items
Change Print on Invoice Status - Sets the "Print on Invoice" value (which determines whether the items appears on the printed version of the invoice or estimate) for the selected items to "Yes" or "No"
Create Action - Allows creating actions for the selected items (see Working with Actions for more information about actions)
Increase Price - Allows for increasing existing prices on items by a specified percentage
Remove Action - Allows removing actions for the selected items
Set Price - Allows for setting the price of the selected items
If a bulk update is applied incorrectly, the process to reverse it will require a professional services engagement, which is billed per hour of work. Please make sure all details of your bulk update are correct before hitting update.
Utilizing Bulk Update
Click on "Inventory"
Click on "Bulk Update" button on the top left of the dashboard
Select whether to apply the update to "Specific Items" or "Specific Categories".
For specific items, start typing in item box and select the item from the drop down. You may add as many items as needed. For specific categories, you can select the box next to the main category, which will select all sub categories within the main category, or you can select individual sub categories.
Select the update you wish to apply
Follow the prompt. Depending on the update you choose, the fields will be different
Select "Update"