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:| Without Bulk | With Bulk |
|---|---|
| Edit items one by one | Edit all selected at once |
| Slow and tedious | Fast and efficient |
| Risk of inconsistency | Consistent changes |
Selecting Multiple Items
Selection Methods
| Method | How | Use When |
|---|---|---|
| Click | Single click on row | Select one item |
| Shift + Click | Click first, shift-click last | Select range |
| Cmd/Ctrl + Click | Click while holding modifier | Select specific items |
| Select All | Checkbox in header or Cmd/Ctrl + A | Select all visible |
Selection Tips
- Selection persists while filtering
- Selected count shown in toolbar
- Clear selection with Esc or button
Available Bulk Operations
SKU Operations
| Operation | Description |
|---|---|
| Bulk Edit | Change fields for multiple SKUs |
| Add to Collection | Add SKUs to a collection |
| Remove from Collection | Remove from collection |
| Change Status | Activate/archive multiple |
| Export | Export selected SKUs |
Forecast Operations
| Operation | Description |
|---|---|
| Bulk Edit | Adjust forecasts together |
| Percentage Change | Apply % increase/decrease |
| Copy Values | Copy from one period to others |
| Reset | Revert to model values |
Transaction Operations
| Operation | Description |
|---|---|
| Bulk Submit | Submit multiple drafts |
| Bulk Cancel | Cancel multiple transactions |
| Create from Recommendations | Create multiple orders |
Inventory Operations
| Operation | Description |
|---|---|
| Bulk Update | Update stock levels |
| Adjust Quantities | Make adjustments |
| Transfer | Create bulk transfers |
Performing Bulk Edits
Basic Bulk Edit
Bulk Edit Fields
When bulk editing, you can typically change:| Field Type | Behavior |
|---|---|
| Set Value | Same value for all selected |
| Increment | Add/subtract amount |
| Percentage | Increase/decrease by % |
| Clear | Remove value from all |
Bulk Operations by Feature
SKUs: Bulk Edit
Forecasts: Percentage Adjustment
Transactions: Create from Recommendations
Bulk Export
Exporting Selected Items
Export Options
| Option | Description |
|---|---|
| Selected Only | Only export selected items |
| All Visible | Export filtered results |
| All Data | Export everything |
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
| Scenario | Recovery |
|---|---|
| Recent Edit | Cmd/Ctrl + Z may undo |
| Saved Changes | Use edit log to track |
| Major Mistake | Contact administrator |
Prevention
- Double-check selections
- Review before confirming
- Start with smaller batches
Limitations
What Can’t Be Bulk Edited
| Item | Reason |
|---|---|
| Unique Fields | Must be unique per item |
| System Fields | Calculated automatically |
| Locked Records | Protected from changes |
Size Limits
| Limit | Value |
|---|---|
| Selection | Usually 1000+ items |
| Export | Depends on data size |
| Processing | Larger sets take longer |
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