How do I modify multiple items?
Streamlining Bulk Edits in Your Inventory
Written by Michael Cook
Updated at February 9th, 2024
Introduction
Managing a large inventory requires efficient tools for batch updates. XSite's interface simplifies the process of modifying multiple items, making it quick and convenient to adjust prices, update descriptions, or alter other item details. This guide will walk you through the steps to efficiently modify multiple items in XSite, utilizing the system's filter and bulk edit features.
Modify Multiple Items in XSiteIO
- In the XSite sidebar menu, locate and select the 'Price Book' heading.
- Hover over ‘Items’ and click on the 'Items' tab to view your inventory list.
- At the top of the items page, find and click the ‘Filter’ icon.
- This feature allows you to sort and display items based on specific criteria.
- In the ‘Select a field’ dropdown, choose the attribute you want to use to sort your items, such as 'Department' or 'Supplier'.
- Proceed to the next dropdown menu and select the specific variable for sorting, like a particular department name or supplier.
- Click on the ‘Add Filter’ button.
- Continue adding filters to pinpoint the exact items you want to modify. You can set multiple filters based on price, status, or other item attributes.
Helpful tip: For future ease of access, save your filtered selection by clicking the ‘Add items to list’ button. This will create a custom list that you can readily modify later. - Once your filters are applied, click on the ‘Modify Multiple Items’ button. This will allow you to edit the items in bulk.
- In the ‘Unit Price’ column, decide whether to adjust prices by a percentage or a fixed dollar amount.
- Continue across the row, updating any other pertinent information for the selected items.
- After making all necessary modifications, confirm by clicking the white ‘Apply’ button.
Important: Be aware that the modification of multiple items is irreversible; ensure accuracy before applying changes.
Modify Multiple Items in XSite Classic
- In the XSite sidebar menu, locate and select the 'Price Book' heading.
- Click on the 'Items' tab to view your inventory list.
- At the top of the items page, find and click the ‘Filter’ icon.
- This feature allows you to sort and display items based on specific criteria.
- In the ‘Select a field’ dropdown, choose the attribute you want to use to sort your items, such as 'Department' or 'Supplier'.
- Proceed to the next dropdown menu and select the specific variable for sorting, like a particular department name or supplier.
- Continue adding filters to pinpoint the exact items you want to modify. You can set multiple filters based on price, status, or other item attributes.
Helpful tip: For future ease of access, save your filtered selection by clicking the ‘Add items to list’ button. This will create a custom list that you can readily modify later. - Once your filters are applied, click on the ‘Modify Multiple Items’ button. This will allow you to edit the items in bulk.
- In the ‘Unit Price’ column, decide whether to adjust prices by a percentage or a fixed dollar amount.
- For percentage changes, type in the value followed by a % sign, such as 5% for an increase or -5% for a decrease.
- For dollar adjustments, enter the amount, using a plus for increases (+.10) or a minus for decreases (-.10).
- For percentage changes, type in the value followed by a % sign, such as 5% for an increase or -5% for a decrease.
- Continue across the row, updating any other pertinent information for the selected items.
- After making all necessary modifications, confirm by clicking the red ‘Apply’ button.
Important: Be aware that the modification of multiple items is irreversible; ensure accuracy before applying changes.