This feature is in Final Review and will be released publicly soon.
Otherwise known as 'Bulk Actions' this function allows you to edit product details, print labels, and export/import large quantities of products in bulk. Using this feature, you can adjust things like Price, Availability, Category, etc, for a large number of products at once. This becomes especially useful when editing recently added products from one of our many Vendor Catalogs.
To begin, go to Products > Products then press the checkbox next to item you want to select.
Helpful Tip: Use Product Filters to help sort the items you want to edit!
This feature has three primary components:
To print labels in bulk, select the products you want to print then press the white 'Bulk Actions' button. From the dropdown, select 'Print Labels', choose the label size, and then 'Print' or 'Print Preview' at the bottom.
To edit products in bulk, select the items you want to adjust, then press the white 'Bulk Actions' button, and select 'Edit Products' from the drop-down. Most of the product's details will be available in the drop-down on the right and the quantity of the items you are editing will be visible in blue at the top.
To start, select a field you want to adjust, input your desired changes, and click the white 'Save' button. You can add as many fields as you want before applying any changes.
Note, the changes will NOT be saved until the green 'Update Products' button has been selected.
Some fields have additional options as outlined below:
- Subcategories will be displayed with the main category shown underneath.
- Sub-departments will be displayed with a hyphen (-) next to it, indicating it is a sub-department of the item above it.
- The following product settings can be increased/decreased by a percentage amount or assigned a set value: Reorder Point, Reorder Amount, Default Cost, Price, Sale Price, Wholesale Price, Web Retail Price, Web Sale Price, Weight.
This is done by pressing the drop-down next to the text field and selecting the appropriate option. In order to use a percentage increase/decrease a value of more than 0 must be present (A value of 0 can not be increased or decreased by a percentage amount).
Note, unless otherwise specified the value is rounded to the nearest whole number (ex, If the current value is 1, and the increase was 10%, there would be no change.)
- The following product settings have more advanced editing options: Price, Sale Price, Wholesale Price, Web Retail Price, and Web Sale Price.
If you choose a percentage increase/decrease, you'll be asked where it should be calculated from and how it should be rounded.
For example, let's say you want all your products to be assigned a margin of 50%, and rounded to the nearest $.50. You would choose 'Percentage Increase' from the Price field and enter '50'. Then you would select the 'Default Cost' from the 'Calculated from' field and then click on the 'Round Up' option from the 'Rounding' drop-down. That will let you enter the amount you want the price to be rounded to.
To Export a selection of items, select the items you want to export, then press the white 'Bulk Actions' button, and select 'Export' from the drop-down. That will start downloading a .CSV file of your products which can be opened and editing using Excel.
Note, the spreadsheet format is the same as the 'Edit Existing Products' spreadsheet from the Bulk area.
Once edited, you can import the spreadsheet pressing the white 'Bulk Actions' button, and selecting 'Import' from the drop-down. That will ask you for the file to upload which you can find on your computer.