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Updating Items in Bulk

How to use the Mass Update feature to update Items in Bulk

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Written by Ashok P
Updated over 3 months ago

You can update multiple products, labor items, and packages at once using the Mass Update feature.

This can be done in your catalog as well as within a project.

In Catalog

The interface you have to use will depend on the type of item (product, labor item, or package) you want to update.

mass update dropdown.jpg

Once in the relevant Explorer, you can select the items you want to update or update all items.

This opens a form where you will first select which field you want to update.

This example shows that Mass updates for products, labor items, and packages have different fields.

mass update form.png

Once you select the field and click Next, you will set the value for the field and click Save.

value.jpg

The Mass Update Products and Mass Update Labor interfaces will stay open to allow you to continue changing fields for the selected products, labor items, and packages.

Within the Project Editor

Within the Project Editor, you can select multiple products, labor items, or packages and use the Update feature (same as Mass Update) or right-click and select Mass Update.

update in project editor.jpg

right click mass update.png

On the Mass Update form, there is an option to "Update Similar Items."

This will apply the update to every instance of the product, labor item, and package within the project based on the Manufacturer and Model fields without you having to select all of the items.

Check out this article for more details.

update similar.jpg
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