Inventory Updates (Bulk Update Inventory)

• Updating Inventory on the Inventory Page
  • Update On-Hand Quantity for a Single Item
  • Edit Details for a Single Item
  • Update Items in Bulk (Group Edit)
  • Important Notes

Watch this 2-minute video to see how you can edit single or multiple products within your inventory; this can be helpful if you are reconciling or updating your inventory.

Updating Inventory on the Inventory Page

This article explains how to update inventory quantities, edit item details, and perform bulk updates from the Inventory page.

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Update On-Hand Quantity for a Single Item

To quickly adjust the on-hand quantity of an item:

1. Navigate to the Inventory page.
2. Click directly on the on-hand quantity for the item.
3. Review the following fields:
   • Item name
   • Current on-hand amount
   • New on-hand amount
4. Enter the updated quantity.
5. Select an Adjustment Type, such as:
   • Loss
   • Replenishment
   • Transfer Location
   • Online Sale
6. Click Save.

The system will update the item’s on-hand quantity immediately.

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Edit Details for a Single Item

To update additional item details (e.g., price, cost, lot number):

1. Go to the Inventory page.
2. Click on the item name.
3. Update the desired fields (e.g., price).
4. Click Save.

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Update Items in Bulk (Group Edit)

To update multiple items at once:

1. Navigate to the Inventory page.
2. Click the More button in the top-right corner.
3. Select Group Edit Items.
4. Choose a Vendor:
   • Primary vendor
   • Secondary vendor
5. Locate the items you want to update.
6. Modify the necessary fields (e.g., pricing).
7. Select the updated items.
8. Click Save All Selected.

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Important Notes

• Only selected items will be updated—be sure to check each item before saving.
• Bulk updates apply only to future Super Bills.
• These changes do not retroactively affect existing Super Bills.