Using Items Bulk Update

Updating Product, and Service/Non Stock Items in bulk

Written By Grainne Reidy (Super Administrator)

Updated at November 2nd, 2023

Introduction

Bulk Price Update allows you to update your Item Prices individually or in groups without having to open each Product Master Record. 


 

See:

Add or Edit Service / Non-Stock Items (5.1) - AIQ Academy on Vimeo

Service Non Stock Queries (5.3) - AIQ Academy on Vimeo

 

How do I carry out an Inventory Check or Stock Take?‍ 

How do I Navigate the General Features and Facilities of the System?‍ 

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Updating prices in bulk

1. To update product items, go to Items > Product Item > New Bulk Update.


To update Services/Non Stock items, go to Items > Services/Non Stock Items > New Bulk Update.

 


2. In Item Bulk Update click Grid Options > Customize Grid. Select the fields you want to display in the grid.

 

 

3. In the grid, use the filters to refine the Price Catalogue by criteria such as Item Group and Item Sub-Group.

 


4. To update prices on an individual basis, enter new prices under the appropriate grid column.

To update prices as a group, go to the dropdowns at the top of the screen. Select from the available formulae, such as adjusting the Standard Price by a chosen percentage or a fixed amount. Percentages are expressed as decimals, for example 2%. equals 2.00. If you choose to Increase or Decrease by a fixed amount, the ‘by’ field will change from a percentage to an amount field. 

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Description automatically generated

 


5. Tick Round to set how the new updated prices will round. The options are to round up, round down, or round to the nearest value. If you choose the later, you can choose to round to the nearest number or multiple of a selected value. For example, you could add 30% to 2.00, round to nearest 1.00 and adjust by -.01 to give an end price of 2.99. 

 

6. When you have made your selection, click Bulk Update

 

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Info

A Ticket Flag next to an Item (in the left column) means that this Item has a connected Price List that may also require editing. 

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