Stock - Bulk Update
INTRODUCTION
A feature has now been added via browse stock where users can update various settings to stock codes.
Changing from one category to another is one such setting.
USE THE UPDATER
Before using the Bulk Update there are some things worth looking at first:
Bulk Update is linked to Analysis Relationship and therefore checking these relationships prior to applying a Bulk Update is cruscial.
Most companies have relationships on Category - Group and Group - Type but some may use the top level Department - Category.
The Department is used to group information for the accounts.
Read this article if unsure: Stock - Creating a Relationship between Category, Groups and Types
Other articles to help would be:
WARNING:
If, there are current relationships between Department - Category, Category - Group and Group - Type then these relatinships need to exist also when updating them. What does this mean?
Here is an example that hopefully will assist the user to understand:
Category 01 - Sills and Lintols linked to Type 0101 Lintols
The company has created a new Category 05 Concrete Sills. If, this new Category has not been linked to Type 0101 Lintols then the update will fail.
Solution:
1) Remove the relationship from the existing Category 01 and Type 0101 or
2) Add the relationship to Category 05
Navigate to Brose stock:
Here on the bottom left corner is a big button called "Bulk UPDATE"
The first thing to do is to search for codes that need to be changed so search where codes within one category are going to be switched with another one.
If ALL codes in the grid are to be changed select "BULK UPDATE" and say "YES" to the question
Or, once the grid is populated with the stock select the codes by highlighting the ones that require changing.
This is done by selecting a row and then the next row use the CTRL key with Shift Arrow
Now select the "BULK UPDATE"
The following screen opens after running through the grid:
SELECTED CODES:
This lets the user know how many codes have been selected to be changed.
SELECTE OPTION
The Select Option is what component of the stock code is needing changed:
Choices are: Department, Categorym Group, Type, Warranty (Months), Warranty Type, Retail Bin, Warehouse Bin, Ecomm P/Category, P/Group, P/Type, Brand
CHANGE TO
Once above is is selected the Change to will be populated with what the codes are going to be changed to.
A list will appear of ALL listings in the system e.g. ALL the category's
Select the category that the codes nw=ow need to be changed to and then press Save Changes and the codes will be updated.
Related Articles
Update Stock Records
In Agility pro there is an option to import an update file to update existing stock records with new information, such as barcodes, case types, etc. Go to Tools-Tools Menu-Import-Stock Records When prompted Are you continuing with import from ...Update Stock Records - Supplier
Change a supplier from one currency to another and transfer stock Create a new supplier account with the currency recording what the new account is To update the stock records with the new supplier code follow the instructions: Go to ...Stock - Browse Stock
INTRODUCTION In Agility browse stock gives the user the ability to search for stock in many different ways: Stock Code, Description, Preferred supplier and preferred supplier code, barcode, Department, Category, Group, Type, Job/Project and Analysis ...Update Stock Records - Suspend or Close
INTRODUCTION In all businesses the stock file increases with stock that is no longer purchased or sold. Within Agility the function to update stock records can do this. Identify the codes that need to be suspended or closed. NOTE: Suspend basically ...Stock - Stock Import
Stock Import Introduction In Agility there are features that enable the importing of new stock codes, updating current stock codes and changing prices. Here is a list of ALL items which can be imported but not ALL are required. Items highlighted are ...