Make faster inventory adjustments with the bulk edit tool to increase or decrease available inventory across multiple dates and timeslots at once, without editing each cell individually.
Learn how to bulk edit inventory in the Inventory Calendar.
| Are you new to our Inventory Calendar? Start by reading the first article in this series, Introduction to the Inventory Calendar. |
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Calendar > Item/Product > Inventory Calendar > Click the pencil icon next to the item/product listing
What more do I need to use this feature?
- Admin or restricted permissions to View calendars and Change Daily Inventory Availability.
- Inventory (items/products) configured within Checkfront.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products
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Expert Tips from Checkfront Support: "You can use the bulk edit option to remove items/products from inventory on select dates for maintenance or repair. Simply follow the step-by-step instructions below." ~ Technical Support Specialist |
Bulk editing inventory
You can bulk edit any inventory with limited numbers by following these steps.
- Select the pencil icon next to the item/product to start the bulk edit process and open the Inventory Edit modal.
- From the Inventory Edit modal, you can revise the number of Available inventory by toggling the corresponding setting control up (+) to increase or down (-) to decrease inventory.
- Depending on your configuration, you see the read-only Total assets by Quantity or Capacity number to the left of the Available setting.
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Secondary asset setting If you are using products and you have based your inventory on assets, the system lists any secondary assets available for editing within the Inventory section. |
- You can refine which inventory you want to edit from the Apply To section of the modal.
- Depending on your configuration and editing selections, the system may have already selected all the inventory listed.
- You can expand the date sections to select timeslots or flextime, where applicable.
- Use the Select All button to expand your selections as needed.
- You can select additional timeslots or flextime for the same day by selecting the checkbox next to the date.
- You can use the Select None button to clear all and then revise your selections.
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Finally, add a note to the Activity Log to convey important information about the adjustment, including the reason for the change. Save your changes to commit your edits!
The activity log supports up to 260 characters.
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Bulk editing across items/products You cannot make bulk edits across multiple items/products. You can only make Adjustments on a per-item/product basis. |
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Myallocator integrations Manual adjustments to numbers in the Inventory Calendar trigger updates to myallocator, including for aliased items. |
< Adding product closures from the inventory calendar |