Global Editor

Overview

• The global editor is used to change item fields in bulk by choosing all records or filtering to a smaller selection
• Up to 3 filters can be used at a time
• Depending on the field -> the criteria able to be changed will differ
• Fields changed can be selected from a predefined dropdown list
  NOTE: Specific fields should usually not be changed this way and can cause errors. EX: Single Unit SKU
• Any changes will need to be committed by clicking the “Perform Edit” button in the bottom-right corner

Navigating to the Global Editor

1. Main Menu
2. Manage My Inventory -> View & Manage My Inventory
3. Item tab -> Global Editor

Or

1. Main Menu
2. Manage My Inventory -> View & Manage My Inventory
3. Item tab -> Multi-Record & Price Editor
4. Edit Inventory Data pop-up -> Global Editor (top-right corner)

Using Global Editor

1. 1. Open the global editor
   2. Change this field -> dropdown to select field wish to edit
   3. To -> what field will be edited to (leave blank for null)
      1. Input field
      2. Dropdown
      3. True/False
   4. In all records -> Click the checkbox if the change will apply to all
   5. To use filters, begin at: In records where
      1. Dropdown 1
         1. chooses the category for the filter
         2. As shown in the columns in the table below
   • The dropdown list is sorted alphabetically
   1. Dropdown 2
      1. Conditional
      2. EX: Equals, Less than, Is empty, begins with…
   2. Textbox 3
      1. Box that allows keyboard input
      2. *Not case sensitive*
   • NOTE: Can also be a True/False button
   6. Use the second and third rows if using multiple filters
   7. Click “Preform Edit” to save changes (bottom-right corner)

Filters

• Works as a conditional statement
• Category/Filter -> Conditional/Operator -> Criteria
• Categories
  • Standard inventory fields
    • Category
    • Discontinued
    • Taxable
    • QOH
    • Weight
    • Serial Numbers
  • Price 1-10 (if price levels are active)
  • Custom Fields 1-5
    • Currency
    • Date
    • Integer
    • Text
  • Conditionals (Varies based on initial category)
    • Equals
    • Doesn’t Equal
    • Greater Than
    • Greater Than or Equal To
    • Less Than or Equal To
    • Begins With
    • Includes
    • Doesn’t Include
    • Is Empty
  • Criteria
    • Imputed by the user with standard characters
    • Can also be true/false buttons that need to be selected

Tips and Tricks

• The global editor is best used for changing between Yes/No options.
  • EX: Discontinued items or Taxable items.
• To clear out the current filters select a field and highlight everything, then backspace/delete.
• Single Unit SKU is used if SKU is a lot and 1 piece of the lot has an individual SKU.

• For quickly changing item fields individually, take a look at the Multi-Record & Price Editor.