Overview:
This article provides step-by-step instructions on how to use the Bulk Edit feature when changes need to be made to more than one item at a time
Preconditions:
Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.
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Access to the Inventory Module
- Employee Permission to Bulk Edit Inventory
- Note: Bulk Edit to Inventory Items can only be performed, if a specific tab is selected (Retail/Food & Bev/Giftcard/etc). You CANNOT Bulk Edit multiple items under the "All" tab. Attempting to do so, will show a grayed out/disabled function
Steps:
- Go to "Inventory" module
- At the top of your screen, select the appropriate Inventory Type Tab you wish to make collective changes to:
- Select the items you are wanting to include in the bulk edit. You can do this by selecting individual items by checking the box on the left, or you can select the box at the top and choose "SELECT ALL ON PAGE" or "SELECT ALL xx"
- Once the desired items are selected, click the blue "Bulk Edit" in the bottom right-hand corner:
- The bulk edit screen will pop up and show you all of the fields you can potentially bulk edit, based on the tab you selected. Simply find the field(s) you wish to edit and click the Checkbox next to that field
- Once you have finished selecting and editing the fields you wish to bulk edit, click the blue "Confirm" button in the bottom right
- Your last step will require you to confirm and review your Bulk Edit changes to your selected items.
- Click "Start Edit" in the bottom right once you are ready to start the Bulk Edit (Larger edits can take more time to finish)
Once the Bulk Edit is completed, you will see a pop-up screen of the completed changes that have been made:
*Please note that these edits will immediately affect all Inventory Items you selected.*
FAQ:
Q: Can I reverse a bulk edit?
A: No. You can not "Reverse" a bulk edit. You would need to run another bulk edit to attempt to undo the changes.
For further assistance, please contact our Support Team at support@foreup.com or 800-929-5737