Bulk Operations
Bulk operations let you work with multiple items simultaneously, saving time on repetitive tasks.What Are Bulk Operations?
Bulk operations apply actions to multiple items at once:Selecting Multiple Items
Selection Methods
Selection Tips
- Selection persists while filtering
- Selected count shown in toolbar
- Clear selection with Esc or button
Available Bulk Operations
SKU Operations
Forecast Operations
Transaction Operations
Inventory Operations
Performing Bulk Edits
Basic Bulk Edit
1
Select Items
Use selection methods to choose items
2
Click Bulk Action
Click the bulk action button or menu
3
Choose Operation
Select the operation to perform
4
Configure
Set values for the bulk operation
5
Review
Review items that will be affected
6
Apply
Confirm and execute the operation
Bulk Edit Fields
When bulk editing, you can typically change:Bulk Operations by Feature
SKUs: Bulk Edit
1
Go to SKUs
Navigate to the SKU list
2
Select SKUs
Choose the SKUs to edit
3
Click Edit
Open bulk edit panel
4
Set Values
Change desired fields:
- Status
- Collection
- Dimensions
5
Apply
Save changes to all selected
Forecasts: Percentage Adjustment
1
Go to Forecasts
Navigate to demand forecasting
2
Select Rows
Choose SKU/channel combinations
3
Choose Percentage
Click percentage adjustment
4
Enter Value
Enter percentage (e.g., +10% or -5%)
5
Apply
Apply to all selected periods
Transactions: Create from Recommendations
1
Go to a planning page
Navigate to Supply Chain → Purchase, Transfer, or Production
2
Review recommendations
Choose the recommended movements you want to act on
3
Accept
Accept each recommendation to commit it to the execution plan
4
Order
Use Place order (or the Order row action) to convert committed movements into transactions
Bulk Export
Exporting Selected Items
1
Select Items
Choose items to export
2
Click Export
Open export menu
3
Download
CSV file downloads automatically
Export Options
Best Practices
Review Before Applying
Review Before Applying
Always check before bulk operations:
- Verify selection count
- Preview affected items
- Understand the change
Start Small
Start Small
Test with a few items first:
- Select small subset
- Apply operation
- Verify results
- Then do full set
Use Filters First
Use Filters First
Filter before selecting:
- Narrow to relevant items
- Easier to select all
- Reduces errors
Document Changes
Document Changes
Keep track of bulk operations:
- Note what was changed
- When it was done
- Why the change
Undo and Recovery
Undoing Bulk Operations
Prevention
- Double-check selections
- Review before confirming
- Start with smaller batches
Limitations
What Can’t Be Bulk Edited
Size Limits
Troubleshooting
Operation Takes Too Long
Possible causes:- Large selection
- Complex operation
- Network latency
- Wait for completion
- Try smaller batches
- Check network connection
Not All Items Updated
Possible causes:- Validation errors
- Permission issues
- Data conflicts
- Check error messages
- Review failed items
- Fix issues and retry
Next Steps
Keyboard Shortcuts
Speed up with shortcuts
Command Palette
Quick commands
Exports
Export data
Filtering
Filter and find items