Overview
It is easy to update the settings for one Item in one location via the Item info. Bulk Updates allows you to update the same setting for multiple items simultaneously.
Open Bulk Update
To open Bulk Update,
go to Items,
select the items to be updated,
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 |
| Order Multiple |
| Min Order Qty. |
| Pallet Quantity |
|
|
Purchase | Lead Time days |
| Order Multiple |
| Min Order Qty. |
| Pallet Quantity |
Order Logic Settings |
|
| Additional Lead Time |
| Exclude Lost Sale (%) |
| Order Frequency Days |
| Reorder Point |
| Max Stock |
| Min Display Stock |
| Order Coverage Days |
| Order multiple threshold (%) |
| Sales Orders |
| Special Order Item |
Forecast Settings |
|
| Demand on Saturdays |
| Demand on Sundays |
| Exclude from Forecast First Sale Date Into Forecast |
| Forecast End Date |
| Forecast Model Category |
| Forecast Profile |
| Forecast Start Date |
| Forecast Type |
| Outlier Detection |
| Promotional Smoothing |
| Stockout Bridging |
Safety Stock Policy |
|
| Safety Stock Policy |
| Confidence Factor |
Item Details |
|
| Closed |
| Item notes |
Using 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.
How to see which Items have been overwritten
Whether it's overwritten through Bulk update or item details you can get an overview through Items and/or Reports using the Advanced Filter