Multi-Record & Price Editor

Overview

• The multi-record & price editor is a tool for quickly editing large amounts of products.
• When the “Edit Inventory Data” pop-up opens, the SKU will show automatically in a table (it is impossible to hide this field).
• Clicking the button next to a field will cause it to show in the table and be available to edit.
• By using the filter button in the top-right corner, you can shrink the selection of products displayed in the table.
• Navigate the table by using the tab or enter to go to the next cell (prioritizes going right before down).
  • You can also use the arrow keys to navigate.
• NOTE: Changes made using this tool take effect immediately and cannot be reversed! Use at your own risk!

Filtering Products

1. Click the “Filter” button in the top-right corner.
2. The Pop-Up called “Select Items” will be displayed.

   

   1. Enter Criteria to find products with shared traits.
      NOTE: Click out of the box OR press tab/enter to start the filtering.
      1. SKU -> can use partial SKUs (not case sensitive)
      2. Name -> can use partial names (not case sensitive)
      3. Supplier -> from existing suppliers
      4. Category -> from existing categories
      5. “Radio Buttons” (choose one option from each row)
         1. In Stock vs. Out of Stock vs. All
         2. Current vs. Discontinued vs. All
3. The products that satisfy the filters will populate in the list below as information is entered into the filters.
4. Click on a product to see basic product information.
5. Once a product is highlighted, it is possible to use the “Adjust QOH” button to the top-right of the list.
6. After the list is filtered as  needed, click “Edit These Items” to go back to the “Multi-record & Price Editor.”
   1. If you made a mistake when filtering, click “Clear Filter” to remove all products from the list.
      NOTE: This does not reset any radio buttons choices
   2. Double-clicking an item in the list does the same thing as the “Edit These Items” button
   3. You cannot manually select products from the created list as you are filtering, and the entire list will be selected to edit on the “Multi-record & Price Editor” screen.

Editing Existing Product Records

1. Select the fields needed to identify the product or products you wish to edit.
2. Use the filter button in the top-right to view specific product groups if needed.
3. Select fields that you wish to edit.
4. Click the cell you wish to edit (based on column = field and row = product)
5. Edit the cell with appropriate information (price fields should contain monetary values, QOH should be a number, etc.)
   NOTE: Changes take effect immediately!
6. Continue to edit desired cells while navigating with the tab/enter key and arrow keys.
7. Click X when finished to leave the editor.

Adding New Product Records

1. Click the “Add Products” button in the top-right corner.
2. The data in the table will show blank cells for you to enter the new product.
   NOTE: Before entering the new product information, choose the fields to show in the table.
   NOTE: Start under the “Standard Fields” category for choosing fields.
3. Required Fields (Only the SKU is required, but you may get errors without the following fields):
   1. Local SKU
   2. Item Name
   3. Primary Supplier (Supplier Info)
   4. Cost (If parameter TrackInventoryFIFO = True; found under Supplier Info)
   5. Pricing
4. Other Useful Fields:
   1. QOH
   2. Category
   3. Taxable
5. Once you go to a new row, the previous row’s information will be saved as a new item.
   NOTE: Clicking out of the row while creating a new item will cause the record to be created.

   

   

    

6.  Click X when finished.
   NOTE: Filling out partial information in a row may cause errors or create an incomplete item.

   

Editing Prices Of Records

1. Use the filter button in the top-right to view specific product groups if needed.
2. Choose a method to change the price (by a flat dollar amount or percentage)
   • Increase -> old price + the increase amount
   • Decrease- > old price – the decrease amount
   • Markup -> cost + amount
   • Set -> new amount (only measured in dollar amount or price ± percentage or dollar amount)
3. Click “Test” to see hypothetical changes and show columns:
   • Cost
   • Old Price
   • New Price
   • Price Margin
4. Press “Save” to keep the changes.

   

Editing Kits

1. All kits will be shown in the table (as a row) with the following columns.
   1. Kit SKU -> kit SKU (cannot be changed)
   2. PartSKU# (1 – 10) -> the SKU of 1 item in the kit
   3. PartQty# (1 – 10) -> how many of the item is in the kit
2. Change PartSkU using the dropdown or by typing in the new SKU
   NOTE: If you enter an SKU that does not exist, it will cause an error.
3. Change Part Qty to any numeric value.
4. Click “Save” to keep the changes.

   

Tips and Tricks

• It is possible to use the filters to find 1 product to edit.
  • It is easier to edit the item individually on the view inventory screen.
• Entering New Products using the Multi-Record & Price Editor is best used when entering multiple SKUs
  • It is easier to use “Add” from the view inventory screen for only a few new products.
• The “Clear All” button in the top-right (Multi-record editor) allows you to remove all fields selected except the SKU.
• Clicking the dropdown to the right of each column header allows you to sort the products in increasing and decreasing order dependent on the field type.
• To see any changes, the “View Inventory” screen will need to be refreshed by exiting the page and reopening it.
• For uniformly changing item fields in bulk, look at the Global Editor.