When running your shop, it's common to edit items and accounts individually; it's easy to update an individual item's title or a single account's split. But sometimes more than one record needs to be updated, like when your store's policy changes, or you want to format a brand differently. It's a pain to go through one-by-one and implement the same change over and over! And fighting with spreadsheets can be nearly as frustrating.
Fortunately, ConsignCloud provides a Bulk Edits workflow for items and accounts, which allows you to quickly and easily update all your data — or at least large chunks of it. You can find it on either table view, under Actions » Bulk Edit Accounts/Items.
This will bring up a dialog which looks like this:
The first thing to do is decide whether to update only records selected using the checkboxes to the left of the table, or apply your updates to everything matching the table's current filters.
Be aware that if you choose the second option, everything matching your filters will be updated, not just the current page. Be sure to double-check your filters before confirming the edit — there is no way to undo bulk edits!
The next step is to set up the edits to apply in bulk. To do that, click Add Edit, select the field, and enter a value to set the field to. You can add as many edits as you want — see below for an example of what that might look like.
For fields that can take multiple values, like surcharges or tags, the new value will replace the current value, rather than add the new values to it.
If you want to add Tag 2 to an item that already has Tag 1—and you want both tags on that item—make sure to add both Tag 1 and Tag 2 to your Bulk Edit.
Once you're ready to save your changes, click the blue button at the bottom of the window. For safety, we've included a confirmation step which will allow you to abort the operation if necessary.
If for some reason bulk edits aren't powerful enough for what you need to do, you can always resort to our imports feature — click below for more information imports.
FAQs about Bulk Edits
Can I undo a Bulk Edit?
There is not a undo button for Bulk Edits—once the data has been changed, there is not a one-step solution to change it back. For this reason, we suggest always reviewing your edit before confirming your changes.
If you inadvertently edit data incorrectly, the best way to reverse this is to run the same Bulk Edit in reverse.
As an example, if you change 50 Consignment items to Retail, you can undo this edit by isolating the same 50 items and changing them back to Consignment. The hardest part is isolating which items were changed in the previous bulk edit, as it is possible you changed the very feature you used to filter the items to create this grouping. (I.E. you edited all Expired Items, but one of your edits was to remove the expiration date. To fix any issue, you would have to try and isolate the previously expired items without this field).
What are the most common uses of a Bulk Edit?
Some of the most common cases of using a Bulk Edit include:
Tagging a set of items for a particular project (like a one-time discount or sale)
Changing items from consignment to retail (store property)
Removing expiration date on expired items
Changing the status on expired items from "To Be Returned" to "Donated" or "Returned to Owner" once the items have been taken care of.
Can I mark a set of items as "SOLD" using a Bulk Edit?
No, the only way to mark items as "SOLD" in ConsignCloud is to sell the items. If you need to sell items that were missed in a sale, etc., go to the Register and ring up the items.
If you've already received payment for the items in a different sale, you can use the "MANUAL" Payment Option to push the sale through.