📝 Overview
You can update many items or services across a specified set of categories, subcategories or specific items all at once.
🎥 Video Overview
💼 Utilizing Bulk Update
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 item 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 increasing existing prices on items by a specified percentage
Remove Action – Allows removing actions for the selected items
Set Price – Allows setting the price of the selected items
Follow the steps below to make a bulk update:
From the main Inventory Dashboard, 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
⚠️ Important: 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.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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What types of updates can I make using Bulk Update?
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Bulk Update supports several update types, including changing controlled status, applying fees, updating the "Next Due" value, toggling print-on-invoice status, creating or removing actions, increasing prices by a percentage, and setting prices directly.
Can I apply a bulk update to specific items and entire categories at the same time?
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No — when initiating a bulk update, you'll choose to apply it to either specific items or specific categories. For categories, you can select an entire parent category (which includes all subcategories) or choose individual subcategories.
What happens if a bulk update is applied incorrectly?
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Reversing an incorrect bulk update requires a professional services engagement, which is billed hourly. Review all details carefully before selecting Update to avoid unintended changes.