Inventory Operations
Chapter 1 — Inventory Basics

Modifying inventory in bulk

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LESSON INFO

Audience

  • Supervisors correcting attributes across a group of items
  • Users applying a status or location change after a physical move
  • Admins who need an auditable way to make the same change many times

Prerequisites

  • You can navigate to Inventory > Inventory Items.
  • You have permission to edit inventory items.
  • You can locate the items you intend to change.

Skills you'll build

  • Launch Modify Inventory for one or many selected items.
  • Build one or more field and value rows, including compound fields.
  • Recognize which fields are unavailable when several items are selected.
  • Read the preview of old versus new values before committing.
  • Save safely and confirm what was written.

LESSON OUTLINE

Concepts

  • Modify Inventory applies the same change to every selected item. It is launched from the Inventory Items grid, against the rows you select.
  • Changes are expressed as field and value rows. You can add more than one row to change several fields in a single pass.
  • Field availability depends on your selection. Some fields can only be changed when a single item is selected. The available list narrows when you select several.
  • Notes-only changes are supported. You can record a note without changing any other field.
  • Nothing is written until you review the preview. The preview shows the old and new value for each selected item.

Modify several items

  1. Go to Home > Inventory > Inventory Items.
  2. Locate the items you intend to change, using grid filters or the Query Builder.
    • The grid is scoped to the facility shown in the header selector. Confirm it, or select All Facilities, before concluding an item is missing.
      • Query Builder can filter on any queryable column, including columns not displayed in the grid — useful for selecting a precise set to modify.
    • Facility and Customer appear as short codes, but can still be searched & filtered on the full name.
  3. Select the rows. Confirm the selection count matches what you expect before continuing.
  4. Launch Modify for the selected items.
  5. Add a field and value row. Repeat for each field you need to change.
  6. Optionally add a note describing why the change was made.
  7. Open the Preview and check the old and new value for each item.
  8. Select Save, or Save & Close to return to the grid.
  9. Confirm the success message, and confirm that any items reported as failed were handled.

Reviewing the preview

  • Check that the item count in the preview matches your selection.
  • Check the new value on at least one item per customer or facility in the selection.
  • Treat an unexpected old value as a sign that your selection is wrong, not that the preview is wrong.
  • Close without saving if anything looks incorrect. You are prompted before unsaved changes are discarded.

Success criteria

  • You can select several items and open Modify.
  • You can add more than one field and value row.
  • You can read the preview and confirm old versus new values.
  • You can save and confirm the result, including any items that failed.

COMMON ISSUES

    • Likely cause

      • Validation or a constraint blocked those specific items, while the rest were written.

    • Checks

      • Read the message to identify which items failed.

      • Open one failed item and check the field you were changing.

    • Fix

      • Correct the blocking condition on those items, then run Modify again against only those rows.

    • Likely cause

      • A value is invalid for one or more selected items.

    • Checks

      • Your input is retained. Read the explanation shown with the error.

    • Fix

      • Correct the value in place and preview again.