Mass Updates Overview 

1. Apply mass updates to "n" number of selected products, allowing a wide range of data changes.
2. Schedule mass updates to "n" number of selected products, allowing a wide range of data changes. 

1. Reaching "Mass Updates"

2. Understanding "Mass Updates" Layout

Figure A

1.1: Queue Enabled: This toggle button lets you turn on or off the queue formation of the mass update requests.

1. If you disable this button, the system will execute the mass update changes without submitting them in Queued Changes.
   
2. If you enable this button, the system will submit the mass update changes in Queued Changes. You can later review and process the changes from there. 

However, the system will execute all changes done under the Utilities action except for the Other utility changes without submitting them in Queued Changes, even though this button is enabled. 

1.2: Print: This button enables you to print the mass update changes report. 

1.3: Choose Actions: This button enables you to select the action you wish to apply to the products chosen. 4. Mass Update Actions explains more about it. 

1.4: Queued Changes: This lets you view and process all queued changes.  

2: Product List: This section shows the product list.  

3.1: Columns: This drop-down lets you choose which information you want to see in the product list columns.  

1. Click the Columns drop-down to select or deselect the product list columns.

Figure B

3.2: Link Types: This drop-down enables you to filter the product list using five parameters: All Items, Standalone Only, Child Only, Parent Only, and Standalone & Parents.  

3.3: Settings: This button enables you to filter the product list. When you click this button, the Mass Update Settings screen will appear, as Figure C shows. 

Figure C

Tag Groups Visible: This drop-down will show the list of all tag groups created from Product Tags. Use this drop-down to filter the product list based on tag groups. 

Item Type: Use this drop-down to filter the product list based on two parameters: All Items and Items Not Eligible For Discount.

Product Aliases: Use this drop-down to filter the product list based on two parameters: All Items and Product with Aliases.

4.1: Undo: This button enables you to undo the mass update changes and restore the old changes. 

1. When you click this button, the Restore Old Changes screen appears. You can select the Date Range to view the change records. Select the record(s) and click the "Undo" button to undo the changes. 

4.2: Schedule: This button enables you to view the scheduled changes. You can further update the planned date or delete the scheduled changes.

1. 6. Updating the Scheduled Date and 7. Deleting the Scheduled Changes explains the details. Only the admin user has permission to update the scheduled date.

4.3: Compare: This button lets you compare the product cost and price of any selected pricebook zones. 

1. When you click this button, the Compare Pricebook Zones screen appears. You can select two pricebook zones and view the cost and price comparison list. 

4.4: Vendor: This button enables you to filter the product list based on vendor.  

5: Search Filter: This filter enables you to filter the product list based on a specific parameter. 

Figure D

1: When you click on the Filter icon, a drop-down will appear showing various parameters. Select any required parameter, for example, Manufacturer. 

2: The Filter drop-down shows the records for the selected parameter using the Filter icon. For example, if you have selected the Manufacturer parameter from the Filter icon, the Filter drop-down will show the list of manufacturers.   

6: Item Filter: This drop-down enables you to filter the product list using four parameters: Only Active Items, Show All Items, Only Inactive Items, and Deleted Items. 

7: Category Tree: This section enables you to filter the product list based on a category or subcategory. It shows all categories and their respective subcategories in a tree view.

1. Use the Plus (+) and Minus (-) icons to expand or collapse the category and/or subcategory list.
2. Use the "Clear All" button to remove the selection. 
   

8.1: Pricebook Zone: This drop-down lets you filter the product list based on a pricebook zone.  

8.2: Price Type: This drop-down lets you filter the product list based on the Price Type, such as All, Standard, Pik a Pak, Mix Match, Open Price, and Weighted Price.   

3. Applying the Mass Update Changes

1. Select the products. 
   
2. Create changes using Action.
3. Process or schedule the created changes.

3.1 Creating the Mass Update Changes

1. Enable or disable Queue Enabled as per your requirements. 
2. Filter the product list as per your requirements using the filters explained in 2. Understanding "Mass Updates" Layout. 
   
3. Select the products to which you wish to apply the Mass Update operation and click the "Choose Actions" button highlighted in Figure E.

Figure E

1. Click the checkbox in the Title Bar to select all products, or use the Control (Ctrl) button to select multiple products.
   
2. The "Choose Actions" button shows the number count of all selected products. 

1. The Mass Update Actions screen will appear, as Figure F shows. Choose the required action from the Choose Mass Update Action drop-down.

Figure F

You can choose any of the actions below. 4. Mass Update Actions explains the detailed steps for each action.  

1. Standard Price Manual 
   
2. Standard Price Gross Margin 
3. Standard Price Markup
4. Cost Updates
5. Utilities
6. Zone Utilities - Price
7. Zone Utilities - Zone
8. Uplifts
9. Update Fields
   
10. Min/Max Updates 
    
11. Online Order Settings
    
12. In-Store Locations

1. Make the required changes as per the chosen action.
   
2. Click the "Preview" button highlighted in Figure G.

Figure G

1. The Change Preview screen will appear, as Figure H shows. Review the changes carefully. 

Figure H

1. You can apply the selected Mass Update action to the multiple pricebook zones here. 
1. Select the Pricebook Zones and click "Add to Apply List." The system will consider the selected pricebook zones and navigate you to the Mass Update Actions screen. 
   
2. Click "Apply Mass Update."
2. If you don't need to select any other pricebook zone, click "Apply Mass Update." 

1. The Changes to be applied screen will appear, as Figure I shows. Click the "Apply Changes" button.  

Figure I

1. If you have disabled the "Queue Enabled" button, the system will apply the changes. 
   
2. If you have enabled the "Queue Enabled" button, the system will submit the mass update changes in "Queued Changes." 
   
3. Use the "Queued Changes" button to process or schedule the created changes.    
   

3.2 Processing or Scheduling the Mass Update Changes  

1. Click the "Queued Changes" button highlighted in Figure A. 
   
2. The Queue Items screen will appear, as Figure J shows.

Figure J

1. Click the "Process Queue" button. The Queue Items message will appear, as Figure K shows.

Figure K

1. Click "Yes, Apply Changes." 
2. The system will apply the changes and show the success message. 

3.2.2 Scheduling the Mass Update Changes

Figure L

Figure M

Figure N

Figure O

1. Price Update Type:
   

1. Set Price: Use the Set Price action to set a specific price for all selected products. The Round Up option will not be available for this action. 
   
1. Select this option and enter the specific amount in the Input value field. For example, enter twenty if you want to keep the price at $20 for all selected products. 
2. Add $ To Price: Use the Add $ To Price action to add a specific amount to the current price of all selected products.    
   
1. Select this option and enter the specific amount in the Input value field. For example, enter three if you want to add $3 to the current price of all selected products.
   
2. Choose the respective Round Up option.  
   
3. Add % To Price: Use the Add % To Price action to increase all selected products' prices by a specific percentage.        
1. Select this option and enter the specific amount in the Input value field. For example, enter five if you want to increase the prices of all selected products by 5%. 
2. Choose the respective Round Up option.  
4. Remove $ From Price: Use the Remove $ From Price action to reduce a specific amount from the current price of all selected products.    
1. Enter the specific amount in the Input value field highlighted in Figure N. For example, enter one if you want to reduce $1 from the current price of all selected products.
   
2. Choose the respective Round Up option.  
5. Remove % From Price: Use the Remove % From Price to decrease all selected products' prices by a specific percentage.  
1. Select this option and enter the specific amount in the Input value field. For example, enter six if you want to decrease all selected products' prices by 6%.   

1. Field to Enter the Change: Enter the new amount or % value in this field as per your requirements.
2. Update Child Price: Enable this toggle button to apply the specified price changes to the respective child products, if applicable.  

Figure P

1. Round Up: Use the Round Up options to round up the final product price for all selected products. 
   
2. Field to Enter the Change: Enter the new gross margin percentage as per your requirements. The system will apply the specified new gross margin percentage to the Standard Cost.  
3. Primary Part Cost: If you enable this toggle button, the system will apply the specified new gross margin percentage to the Primary Part Cost.   
4. Last Cost + Excise Tax: If you enable this toggle button, the system will apply the specified new gross margin percentage to the sum of the Last Cost and Excise Tax.   
5. Update Child Price: Enable this toggle button to apply the specified price changes to the respective child products, if applicable. 

Figure Q

1. Round Up: Use the Round Up options to round up the final product price for all selected products. 
   
2. Field to Enter the Change: Enter the new markup percentage as per your requirements. The system will apply the specified new markup percentage to the Standard Cost.  
3. Primary Part Cost: If you enable this toggle button, the system will apply the specified new markup percentage to the Primary Part Cost.   
4. Last Cost + Excise Tax: If you enable this toggle button, the system will apply the specified new markup percentage to the sum of the Last Cost and Excise Tax.   
5. Update Child Price: Enable this toggle button to apply the specified price changes to the respective child products, if applicable. 

1. Please follow the steps below to apply mass updates using the Standard Price Markup action: 
1. Select the Round Up options, enter the percentage for the new markup, and enable the toggle buttons as per your requirements. 
   
2. Follow the subsequent processes, as explained in 3. Applying the Mass Update Changes. 

Figure R

1. Add the selected products to a buydown.
   
2. Remove the selected products from a buydown.  

Figure S

1. 1: Add To Buydown: Select the required Buydown from this drop-down and click "+ Add" to add the products to the buydown. The system will apply the change immediately and navigate you to the Mass Updates home screen.
2. 2: Remove Item From Buydown: Select the required buydown from this drop-down and click "X Remove" to remove the products from the buydown. The system will apply the change immediately and navigate you to the Mass Updates home screen. 
3. 3: Remove From All Buydowns: Click this link to remove the products from all buydowns. The system will remove the products from all buydowns and show the success message.

Figure T

1. 1: Add To Discount: Select the required discount from this drop-down and click "+ Add" to add the products to the discount. The system will apply the change immediately and navigate you to the Mass Updates home screen.
   
2. 2: Discount Multiplier: Enter the appropriate discount multiplier and choose the applicable option from "Discount Item" and "Trigger Item."
3. 3: Remove Item From Discount: Select the required discount from this drop-down and click "X Remove" to remove the products from the discount. The system will apply the change immediately and navigate you to the Mass Updates home screen. 
4. 4: Remove From All Discounts: Click this link to remove the products from all discounts. The system will remove the products from all discounts and show the success message.
   

4.5.3 Commissions 

Figure U

1: Add To Commission: Select the required commission from this drop-down and click "+ Add" to add the products to the commission. The system will apply the change immediately and navigate you to the Mass Updates home screen.

2: Remove Item From Commission: Select the required commission from this drop-down and click "X Remove" to remove the products from the commission. The system will apply the change immediately and navigate you to the Mass Updates home screen. 

3: Remove From All Commissions: Click this link to remove the products from all commissions. The system will remove the products from all commissions and show the success message.

Figure V

2. Add Vendor Parts To: Select the required vendor from this drop-down and click "+ Add" to add the products to the Vendor Part. The system will apply the change immediately and navigate you to the Mass Updates home screen.

Figure W

1. Add To Do Print Label To: Select the required print label from this drop-down and click "+ Add" to add the products to the print label. The system will apply the change immediately and navigate you to the Mass Updates home screen.

Figure X

1. 1: Add To Loyalty Campaign: Select the required campaign from this drop-down and click "+ Add" to add the products to the campaign. The system will apply the change immediately and navigate you to the Mass Updates home screen.
   
2. 2: Reward Tokens: Enter the applicable reward tokens and choose the appropriate option from Add To Whitelist and Add To Blacklist.
3. 3: Remove Item From Campaign: Select the required campaign from this drop-down and click "X Remove" to remove the products from the campaign. The system will apply the change immediately and navigate you to the Mass Updates home screen. 
4. 4: Remove From All Campaigns: Click this link to remove the products from all campaigns. The system will remove the products from all campaigns and show the success message.

Figure Y

1. 1: Add To Price Exception: Select the required price exception from this drop-down. 
   
1. The Level field will appear for the price exception. If the selected price exception has multiple levels, it will show multiple levels. Review or update the level information as per your requirements.
2. Click "+ Add" to add the products to the price exception. The system will apply the change immediately and navigate you to the Mass Updates home screen.
   
2. 2: Remove Item From Price Exception: Select the required price exception from this drop-down and click "X Remove" to remove the products from the price exception. The system will remove the products from the price exception and show the success message.
3. 3: Remove From All Price Exceptions: Click this link to remove the products from all price exceptions. The system will remove the products from all price exceptions and show the success message.

Figure Z

1. 1: Add To Item Sales Limits: Select the required item sales limit from this drop-down and click "+ Add" to add the products to the item sales limit. The system will apply the change immediately and navigate you to the Mass Updates home screen.
2. 2: Remove Item From Item Sales Limit: Select the required Item Sales Limit from this drop-down and click "X Remove" to remove the products from the item sales limit. The system will apply the change immediately and navigate you to the Mass Updates home screen. 
3. 3: Remove From All Item Sales Limits: Click this link to remove the products from all item sales limits. The system will remove the products from all item sales limits and show the success message.

1. If you have turned on the "Queue Enabled" button, the system will submit the changes in Queued Changes.
   
2. If you have turned off the "Queue Enabled" button, the system will apply the changes immediately. 

Figure A.1

1. Update Subunit/Child Cost: Use this button to update the cost of the subunit or child. This operation is practical when you have updated the parent product's cost using any method but not the cost of the subunit or child. You can also use this when you need to confirm that you have updated the cost of the subunit or child.
2. Flag Items As Inactive: Use this button to flag the selected products as inactive products. 
3. Flag Items As Active: Use this button to flag the selected products as active products. 

Figure B.1

1. Copy from Source Pricebook Zone: Use this drop-down to select the source pricebook zone from which you need to copy the price. 
2. Copy to Destination Pricebook Zone: Use this drop-down to select the destination pricebook zone to which you need to copy the price. You can select multiple pricebook zones.  
3. Pricing Options: Use this drop-down to select the required pricing option. 
   
1. The Pricing Options drop-down allows you to make changes in the prices when copying them from one pricebook zone to another, as Figure C.1 shows.  

 Figure C.1

Figure D.1

1. Copy from Source Pricebook Zone: Use this drop-down to select the source pricebook zone from which you need to copy the cost. 
2. Copy to Destination Pricebook Zone: Use this drop-down to select the destination pricebook zone to which you need to copy the cost. You can select multiple pricebook zones.  
3. Pricing Options: Use this drop-down to select the required pricing option. 
   
1. The Pricing Options drop-down allows you to change costs when copying them from one pricebook zone to another, as Figure E.1 shows.

Figure E.1

Figure F.1

1. Add to Uplift Drop-Sown: Use this drop-down to select the required uplift campaign. 
   
2. Add to Trigger List: Select this option if you need to add the products to the Trigger List. 
   
3. Add to Sell List: Select this option if you need to add the products to the Add to Sell List. 
4. Clear Existing Items On List: Enable this toggle button to clear all existing products on the selected List.  

Figure G.1

1. Type: Use this drop-down to select the required field type.
2. Input: Use this drop-down to select the required input.
   
1. If you select Department from the Type drop-down, the Input drop-down will show the list of all departments. Select the required department. 
   
2. The system may show the Input options differently depending on the field type you select from the Type drop-down. For example, when you select Category in the Type drop-down, the system will show the Category Tree in the Input section.  

Figure H.1

1. Choose Location: Use this drop-down to select the specific location, location group, or pricebook zone. 
   

1. By default, the system will select "All." Click the drop-down to change it. You will have options to choose from, as Figure I.1 shows.
   

  Figure I.1

2. When you select any of the above options, another field will appear in which you can choose the required location(s), location group(s), or pricebook zone(s).

2. Apply Min: When you enable this toggle button, the Min Qty field will appear, as Figure H.1 shows. Enter the new min quantity to change the minimum quantity.
3. Apply Max: When you enable this toggle button, the Min Qty field will appear, as Figure H.1 shows. Enter the new max quantity to change the maximum quantity. 

Figure J.1 

1. Enable Online Order Category Changes: Enable this button and select the required category from the drop-down beneath. This action will change the product's Online Order Category in the Additional Product Information section of the "Products" module.   
2. Enable Time To Make Changes: Enable this button and select the desired time from the drop-down beneath. This action will change the product's "Time To Make" in the Additional Product Information section in the "Products" module.
3. Enable Allow In Online Order Changes: A toggle button "Allow In Online Order" in the Additional Product Information section in the "Products" module allows the product to be available for the online ordering process. You can turn on or turn off that button using this Enable Allow In Online Order Changes section.  
1. Enable the Enable Allow In Online Order Changes button, and then turn on the toggle button beneath to allow the products to be available for the online ordering process.
   
2. Enable the Enable Allow In Online Order Changes button, and then turn off the toggle button beneath to forbid the products from being available for the online ordering process.
   

Figure K.1 

1. Choose Locations: Use this drop-down to select the specific location(s) or location group(s.) By default, the system will select "All."
2. Apply Aisle: Enable this toggle button. The Select or Add Aisle field will appear. Select an aisle from the drop-down or enter a new aisle as per your requirements. 
3. Apply Section: Enable this toggle button. The Select or Add Section field will appear. Select a section from the drop-down or enter a new section as per your requirements. 
4. Apply Endcap: Enable this toggle button. The Select or Add Endcap field will appear. Select an endcap from the drop-down or enter a new endcap as per your requirements. 

5. Printing Mass Updates 

1. Filter the product list as per your requirements using the available filters explained in 2. Understanding "Mass Updates" Layout. 
2. Select the products for which you need to print the report and click the "Print" button highlighted in Figure A.
3. The Print Report screen will appear as Figure L.1 shows.  
   

Figure L.1

1. Only Current Page: Check this checkbox to print only the current page.  
   
2. Print Type: Use this drop-down to select the required Print Type option. Figure M.1 shows the available options. 
   

Figure M.1

3. Sort By: Select if you need to sort the report by the Item name or UPC.
   
4. Show Queue Cost/Price: Enable this button to view the cost/price of the products in the mass update queue.  
   
5. Report Format: PDF, Excel, or CSV. 

1. Click "Start Print."
2. The report's PDF, CSV, or Excel will open in a new tab. Download it using the Download icon and print it using the Print icon.
   

6. Updating the Scheduled Date

1. Click the "Schedule" button highlighted in Figure N.1.

Figure N.1

1. The Scheduled Changes screen will appear, as Figure O.1 shows. It will show the list of all scheduled changes. You can filter the list as per your requirements. 

Figure O.1

1: Use the Search box to search for a specific product using the product name, UPC, or vendor part. 

2: Use this drop-down to view the scheduled changes list for a specific mass update action, such as Cost Updates, Utilities, or Uplifts. 

3: Use this drop-down to view the scheduled changes list for a specific pricebook zone. 

4: Use this drop-down to view the scheduled changes list based on four parameters: All Items, Standalone Only, Child Only, and Parent Only.  

5: Use these checkboxes to select the scheduled change. Use the Control (Ctrl) button on your computer's keyboard to select the multiple scheduled changes.

6: Click this button to reschedule the date for the chosen scheduled changes.

1. Choose the scheduled changes for which you wish to modify the date, then click "Update Schedule." The Update Scheduled Date pop-up screen will appear, as Figure P.1 shows. Click on the Schedule Date field to open a drop-down calendar. Select the required date and click "Apply." 

Figure P.1

1. The system will update the scheduled date for the mass update changes and show a success message. 

7. Deleting the Scheduled Changes

1. Click the "Schedule" button highlighted in Figure N.1.
   
2. The Scheduled Changes screen will appear, as Figure shows. 

Figure Q.1

1: Use the Search box to search for a specific product using the product name, UPC, or vendor part. 

2: Use this drop-down to view the scheduled changes list for a specific mass update action, such as Cost Updates, Utilities, or Uplifts. 

3: Use this drop-down to view the scheduled changes list for a specific pricebook zone. 

4: Use this drop-down to view the scheduled changes list based on four parameters: All Items, Standalone Only, Child Only, and Parent Only.  

5: Use these checkboxes to select the scheduled change. Use the Control (Ctrl) button of on computer's keyboard to select the multiple scheduled changes.

6: Click this button to delete the chosen scheduled changes.

1. Choose the scheduled changes you wish to delete and click the "Delete Scheduled Change(s)" button. 
2. The system will delete the selected scheduled changes and show a success message.