Bulk editing allows you to make changes to many inventory items all at once. You can adjust attributes, categories, quantity (does not apply to packages and pool wrappers), tags, tax types, and pricing. You can also choose to add, replace, or clear existing data.
How can I bulk edit the pricing of items?
You can edit the pricing of items in bulk for items that are the same inventory type (i.e. you can edit all products collectively, but services or packages would require separate editing).
Follow the steps below to update your inventory pricing:
Select the inventory you want to update
Click the pencil icon located in the top right
Click 'Pricing'
Select 'Add Pricing', select a pricing option, and click 'Next'
Enter the new pricing, then click 'Next'
Confirm the number of items you're editing by typing in the quantity + items (e.g. 6 items)
Click 'Update x items'
Refresh the page or change a filter to view updated pricing
How can I change the category or subcategory for multiple items?
You can add, replace, or clear a category if they are the same inventory type. Follow the steps below to replace the category for several items.
Select the inventory you want to update
Click the pencil icon located in the top right
Click 'Category'
Select 'Replace Category'
Search for the category or subcategory by typing in the name or by searching through a list of categories by clicking 'Categories'
Click 'Next' once you select the new category or subcategory
Confirm the number of items you're editing by typing in the quantity + items (e.g. 6 items)
Click 'Update x items'
Refresh the page or change the category filter to the newly selected category
Please note that an item's rental history is tied to its category. Changing the category will remove the rental history for an item.
How can I update the Attributes for multiple items?
You can add, replace, or clear the Attributes for items if they are within the same category. Follow the steps below to get started.
Select the inventory you want to update
Click the pencil icon located in the top right
Click 'Attributes'
Select 'Add Category'
Search for the Attribute under 'Attribute' and then enter a value. You can choose to make this client visible or available to view on the Pull Sheet by checking the boxes to the right of the 'Value' box
Click 'Next' and then confirm the number of items you're editing by typing in the quantity + items (e.g. 6 items)
Click 'Update x items'
Refresh the page or change the Attributes filter to view the edits
How can I bulk-add or edit the tax type for items?
Did you batch-add multiple items and forget to include a tax type? Or perhaps you need to update the current tax rate for your items? Easily make these adjustments in bulk directly from your inventory page.
Follow the steps below to bulk-add or edit a tax type.
Select the inventory you want to update
Click the pencil icon located in the top right
Click 'Tax Types'
To add a tax type, select 'Add Tax Types' or select 'Replace Tax Types' to change the tax rate. Then choose a tax type
Click 'Next' and then confirm the number of items you're editing by typing in the quantity + items (e.g. 32 items)
Click 'Update x items'
Refresh the page or change the filter to view the edits
Ensure you have added tax jurisdictions for each tax type within your 'Policies & Taxes' located in your Account Settings. Learn more here.
How can I bulk add or edit the Tags for my items?
If you misspell a tag or need to add a tag to multiple items to ensure they show up in a collection on your website, you can quickly do it from your inventory page.
Follow the steps below to edit a Tag for items in bulk:
Select the inventory you want to update
Click the pencil icon located in the top right
Click 'Tags'
To add a tag, select 'Add Tags' or select 'Replace Tags' to edit a tag
Type in the name of the tag in the 'Tags/Collections' field, then hit 'Enter'
Click 'Next' and then confirm the number of items you're editing by typing in the quantity + items (e.g. 32 items)
Click 'Update x items'
Refresh the page or change the filter to view the edits
How can I adjust the quantity of several items at once?
If you've purchased additional stock of an item and need to update this quickly, you can make the changes directly from your inventory page.
Follow the steps below.
Select the inventory you want to update
Click the pencil icon located in the top right
Click 'Quantity'
Select 'Replace Quantity' and enter the new quantity in the 'Quantity' field
Click 'Next' and then confirm the number of items you're editing by typing in the quantity + items (e.g. 32 items)
Click 'Update x items'
Refresh the page or change the filter to view the edits
Watch this quick video to learn more (3 minutes, 54 seconds).