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 needed will change.
  • Fields changed can be selected from a predefined dropdown list
  • Any changes will need to be committed by clicking the “Perform Edit” button in the bottom-right corner
  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. 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 -> Choose the category for the filter
      2. Dropdown 2 -> Choose conditional
        EX: Equals, Less than, Is empty, begins with…=
      3. Textbox 3 (appears after first 2 filled) -> Enter criteria
    1. Use the second and third rows if using multiple filters
    2. 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

  • 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.

Updated on July 2, 2026

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