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Overview

Excerpt

This feature allows users to automatically update prices, inventory type and hold status for a group of products from the inventory, staging area or hard goods products. 

Tip

User Roles:  Admin, Sales Manager, Inventory.

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Update the Unit Price

Filters must be applied before searching the range of products to be updated. Filters for AWB number, product, vendor, customer, etc. are available. Once the items are found, changes can be applied by clicking on the Mass Update button. 

Instructions

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  1. Go to Inventory > Pricing.

Ui step Click
  1. Click on Search and use the filters to find the items that need to be updated.

Ui step
  1. Click on the Mass Update button.

 
Ui step
  1. The Mass Update window will be displayed. Enter the new price, cost, the inventory type (M for Open Market inventory, P for products of Prebooks, S for products coming from Standing Orders), select the hold status, and then, click on Save

Update price A based on GPM %
  1. The system will apply these changes to all the products previously filtered.

Info

Multi-Location Companies

If you are part of a multi-location company, you need to use the Location filter to select a location to apply changes.

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Update Prices Using the GPM

The system gives the option of updating price A of products based on a GPM percentage instead of the unit price.

To do Hard Goods Mass Update

Once you use this option, the system will override the GPM for price A.

  1. Go to Inventory > Pricing.

  2. Click on Search and use the filters to find the items that need to be updated.

  3. Click on the Mass Update button. 

  4. Enter the percentage in the Price A field, and then, select GPM in the drop-down menu.

Ui step

 The system will apply these changes to all the products previously filtered.

Tip

The same process above explained can be completed in the Pricing > Staging Area Items.

  1. Click on Save to finish.

  2. The system will update price A based on the percentage entered and the GPM percentage.

Info

Multi-Location Companies

If you are part of a multi-location company, you need to use the Location filter to select a location to apply changes.

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Update the Hard Goods Inventory

Ui step

The Mass Update for hard goods products is filtered differently because only the unit price can be updated. Once updated, the system will also update all the items in the inventory. 

Instructions

Ui steps
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  1. Go to Inventory > Pricing > hard goods products

Ui step Search and
  1. Search and filter the items that the unit price will be updated for.

Ui step Select 
  1. Select Mass Update

Ui step Enter
  1. Enter the unit price, and the system will update all the items; click on Save

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Info

Multi-Location Companies

If you are part of a multi-location company, you need to use the Location filter to select a location to apply changes.

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Update Future Sales Inventory

You can mass update the unit price for products in the Future Sales inventory, to do this, do the following instructions:

  1. Go to Inventory and select Pricing.

  2. Click on future inventory.

  3. Search the products you want to update. The system will take these filters into account when making the mass update.

  4. Click on Mass Update.

  5. Enter the price and click on Save.

Info

Multi-Location Companies

If you are part of a multi-location company, you need to use the Location filter to select a location to apply changes.

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(lightbulb)Roles enabled to perform this action:  Admin,  Sales Manager, Inventory.

Warning
titleMass Update in Multilocation Companies

In order to perform a Mass Update of Prices in a Multilocation Company, you must select a Location, since this is done per Location.

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