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Bulk Update

Updated over 2 weeks ago

Overview

It is easy to update the settings for one Item in one location via the Item Details section of an Item Card. Bulk Updates allows you to update the same setting for multiple items simultaneously.

Open Bulk Update

To open Bulk Update,

  1. go to Items,

  2. select the items to be updated,

  3. Select the Bulk Update icon on the Toolbar.

The bulk update pane will appear:

Settings in bulk update

Settings found in green cells of the Item Card Details tab can be updated in Bulk Update:

Order Route Settings

Transfer

Lead Time days

MOQ

Order Multiple

Qty. per Layer

Qty. per Pallet

Purchase

Lead Time days

MOQ

Order Multiple

Qty. per Layer

Qty. per Pallet

Order Logic Settings

Additional Lead Time

Max Stock

Min Stock

Minimum order multiple threshold

Order Coverage Days

Order Frequency Days

Reorder Point

Special Order Item

Forecast Settings

Confidence Factor

Demand on Saturdays

Demand on Sundays

Exclude from Forecast

Exclude Lost Sale (%)

First Sale Date Into Forecast

Forecast End Date

Forecast Model Category

Forecast Profile

Forecast Start Date

Forecast Type

Stockout Bridging

Use of bulk update

Here are a few, though not all, reasons to use Bulk update.

  • Apply data overrides to multiple items at once.

  • Maintain data that doesn’t exist in the ERP. For example, closed items do not need a forecast. You can select these items and apply Exclude from Forecast.

  • Override data that has been mapped from the ERP. For example, AGR receives standard Reorder point data from the ERP. If you want AGR to use a different value, you can use bulk update to override the ERP data.

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